Use the task board and teams
Track a project's to-dos in task groups and organise people into teams.
On this page
The Task Board tab
Open a project. The Task Board tab is shown first. It has one column per task group (new projects start with Today and This Week).
Add a task
- In the group's column, type in the New task... box.
- Click Add.
Complete or remove a task
- Tick the checkbox to mark a task done. It is shown struck through. A completed task cannot be un-ticked from the board.
- Click the small bin next to a task to delete it.
Add or remove a group
- To add a group, type a name in New Task Group and click Add.
- To remove one, click the bin in its header and confirm. This deletes the group and all its tasks.
Teams
On the right of the project is a Teams panel. A team is a named list of colleagues working on this project.
- Type a name under New team name and click Create Team.
- In a team, click + Add User, choose a person from Select member... and click Add. Only people who belong to your company are listed.
- Click Remove next to a person to take them out of the team. Use the bin in the team header to delete the whole team.
Good to know
- Adding and completing need the edit permission on Projects. Deleting tasks, groups and teams needs the delete permission.
- If a change fails, a red message appears above the board. Only one change runs at a time, so wait for it to finish before the next.
- This board belongs to one project.