Tasks
Create, assign, and track Tasks
Find Task Help
| Need | Start here |
|---|---|
| Create a Task or use Quick Task | Use the Task dialog to create and update work |
| Understand each core field | Set task status, priority, owner, assignees, and dates |
| Manage subtasks, comments, dependencies, and attachments | Use subtasks, comments, activity, dependencies, and attachments |
| Review what changed on a Task | Review task activity history |
| Copy a Task link safely | Copy Task links and troubleshoot access |
| Archive, delete, or restore a Task | Archive, delete, and restore Tasks |
| Select, move, copy, or bulk-update Tasks from a List | Create and update tasks in a List |
| Diagnose missing buttons or access problems | Understand List and Task access rules |
Primary Task Surfaces
| Surface | What it is for |
|---|---|
| Full Task dialog | Create and update all available Task details. |
| Quick Task | Capture a Task name quickly from a List view or supported dashboard surface. |
| List row/card/bar | Review and edit common Task details inline. |
| Table row | Edit field-heavy Task data in columns. |
| Bulk actions | Apply the same update to multiple selected Tasks. |
| Sidebar Task Views | Review All my Tasks, Today, and Upcoming across accessible Lists. See Understand sidebar task views. |
| My Work and Summary | Review personal and team Task signals. |
| Search and links | Reopen a Task directly when access allows. |
Before you start
- You need access to the List or related item that contains the Task.
- Creating Tasks requires create access.
- Editing fields, comments, attachments, dependencies, archive, delete, move, copy, and bulk actions each require the matching access.
- Some fields and tabs appear only when enabled in App Settings.
Troubleshooting
Task is missing
- Symptom: You cannot find a Task you expected.
- Cause: You may be in the wrong Workspace, the Task may be filtered out, private, archived, deleted, or inside a List you cannot access.
- Resolution:
- Confirm the active Workspace.
- Search by Task name.
- Clear List filters and show completed Tasks.
- Check Archived or Recently Deleted if you have access.
- Ask the List owner or Workspace admin to confirm access.
Task cannot be edited
- Symptom: Task fields are disabled or changes do not save.
- Cause: You may not have the required access, the feature may be disabled, or the app may be offline.
- Resolution:
- Confirm your connection.
- Ask the List owner or Workspace admin to confirm your access.
- Check App Settings if a field or tab is missing for many users.
- Retry after sync completes.
FAQ
Is a Task always inside a List?
Should I use a Task or a reminder?
Use a Task for work that needs to be completed. Use a reminder to bring something back to attention later.