> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trilo.chat/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Tasks

> Update, organize, and track your tasks effectively

Once tasks are created, you'll need to manage them through their lifecycle. This guide covers everything from updating status to archiving completed work.

## Opening a Task

Click on any task to open its detail view, where you can:

* View and edit all task properties
* Add or update the description
* See and add attachments
* Review the activity history
* Add comments and updates

## Updating Task Status

### Quick Status Change

The fastest way to update status:

**In List View:**

* Click the status badge on any task
* Select the new status from the dropdown

**In Kanban View:**

* Drag the task card to a different column
* Drop it in the new status column

**In Table View:**

* Click the status cell
* Select from the dropdown

### Status Workflow

Tasks typically flow through these stages:

```
Backlog → To Do → In Progress → Done
```

But you can move tasks to any status at any time—there's no enforced linear workflow.

### Bulk Status Updates

Update multiple tasks at once:

<Steps>
  <Step title="Select tasks">
    Use checkboxes to select multiple tasks, or Shift+click for a range.
  </Step>

  <Step title="Open bulk actions">
    A toolbar appears with bulk action options.
  </Step>

  <Step title="Choose action">
    Select "Change status" and pick the new status.
  </Step>

  <Step title="Confirm">
    All selected tasks are updated.
  </Step>
</Steps>

## Editing Tasks

### Inline Editing

Edit properties directly from list or table views:

* Click on any editable field
* Make your change
* Click away or press Enter to save

### Full Edit Mode

For comprehensive editing:

1. Click on the task to open it
2. Edit any field in the detail view
3. Changes save automatically

### Editable Properties

| Property        | How to Edit                     |
| --------------- | ------------------------------- |
| **Title**       | Click and type                  |
| **Status**      | Click dropdown or drag (Kanban) |
| **Priority**    | Click dropdown                  |
| **Assignee**    | Click and select team member    |
| **Due Date**    | Click and pick date             |
| **Description** | Click description area and type |

## Task Activity

### Activity Log

Every task maintains a complete history:

* **Created**: When and by whom
* **Status changes**: Each transition with timestamp
* **Edits**: What changed and who made the change
* **Assignments**: When assignee changed
* **Comments**: Discussion thread

### Tracking Changes

The activity log shows:

```
Jan 15, 2:30 PM - Sarah moved this task to "In Progress"
Jan 15, 10:00 AM - Alex assigned this task to Sarah
Jan 14, 4:45 PM - Alex created this task
```

This helps you understand a task's journey and who's been involved.

## Organizing Tasks

### Sorting

Sort tasks in list and table views by:

* **Priority**: Urgent first or Low first
* **Due Date**: Upcoming first or furthest first
* **Created**: Newest or oldest first
* **Title**: Alphabetical
* **Status**: By workflow stage

### Moving Tasks Between Projects

To move a task to a different project:

<Steps>
  <Step title="Open the task">
    Click to view task details.
  </Step>

  <Step title="Click More options">
    Find the **...** menu.
  </Step>

  <Step title="Select Move to...">
    Choose the destination project.
  </Step>

  <Step title="Confirm">
    The task moves and gets a new ID based on the new project's prefix.
  </Step>
</Steps>

<Warning>
  Moving a task changes its ID and may affect who has access to it based on project permissions.
</Warning>

## Archiving and Deleting

### Archiving Tasks

Archive completed tasks to keep your active list clean:

1. Open the task
2. Click **...** menu
3. Select **Archive**

Archived tasks:

* Are hidden from default views
* Can be viewed in the archive filter
* Can be restored if needed
* Preserve all history

### Viewing Archived Tasks

To see archived tasks:

1. Go to Tasks in your project
2. Click the filter options
3. Enable "Show archived" or filter by archived status

### Restoring Tasks

Bring archived tasks back:

1. View archived tasks (see above)
2. Open the archived task
3. Click **Restore**
4. The task returns to its previous status

### Deleting Tasks

Permanently remove a task:

1. Open the task
2. Click **...** menu
3. Select **Delete**
4. Confirm the deletion

<Warning>
  Deleted tasks cannot be recovered. Use archive instead if you might need the task later.
</Warning>

## Due Date Management

### Setting Due Dates

1. Click the due date field
2. Pick a date from the calendar
3. Optionally add a specific time

### Viewing Due Dates

Tasks with due dates show indicators:

* **Upcoming**: Normal display
* **Due today**: Highlighted
* **Overdue**: Red indicator

### Changing Due Dates

* Click the existing due date
* Select a new date
* Or click **Clear** to remove the due date

## Attachments

### Adding Attachments

1. Open the task
2. Click the attachment area or drag files
3. Upload images, documents, or other files

### Managing Attachments

* **View**: Click to open/preview
* **Download**: Click download icon
* **Delete**: Click the X to remove

### Attachment Types

Supported files include:

* Images (PNG, JPG, GIF)
* Documents (PDF, Word, Excel)
* Code files
* Design files

## Working with Subtasks

For complex tasks, use checklists in the description:

```markdown theme={null}
## Checklist
- [ ] First subtask
- [ ] Second subtask
- [ ] Third subtask
```

Check items off as you complete them by clicking the checkbox.

## Keyboard Shortcuts

| Action             | Shortcut       |
| ------------------ | -------------- |
| New task           | `T`            |
| Open selected task | `Enter`        |
| Close task detail  | `Esc`          |
| Navigate tasks     | Arrow keys     |
| Select task        | `Space`        |
| Quick edit title   | Click and type |

## Best Practices

<AccordionGroup>
  <Accordion title="Update status promptly">
    Change task status as you start and finish work. This keeps everyone informed and makes reporting accurate.
  </Accordion>

  <Accordion title="Archive instead of delete">
    Unless a task was created by mistake, archive rather than delete. You never know when you'll need to reference past work.
  </Accordion>

  <Accordion title="Keep tasks current">
    Regularly review your tasks. Update outdated descriptions, adjust due dates, and archive completed work.
  </Accordion>

  <Accordion title="Use the activity log">
    When you need context on a task, check the activity log to see what's happened and who's been involved.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Views and Filters" icon="filter" href="/tasks/views-and-filters">
    Master the different ways to view your tasks.
  </Card>

  <Card title="Assignments" icon="user-plus" href="/tasks/assignments">
    Learn about task assignment features.
  </Card>
</CardGroup>