Plan and Execute Tasks in Board and List
Use this workflow to move from planning to execution with minimal overhead.
1. Create tasks quickly
In a project:
- Open Board or List view.
- Click Create task.
- Add a short, action-oriented title.
- Optionally set description, assignee, priority, due date, and labels.
2. Keep task data clean
When editing tasks, prioritize:
- Clear scope in the description
- One owner (assignee)
- Explicit priority
- Realistic due dates
- Reusable labels
3. Execute in Board view
Board view is best for flow-based execution:
- Pull tasks into active columns.
- Drag tasks across columns as status changes.
- Open a task to edit details without losing board context.
4. Switch to List view for dense review
List view is useful when you need to scan many tasks quickly.
Typical uses:
- Reviewing priorities across the project
- Spotting overdue work
- Finding unassigned or under-specified tasks
5. Use filters to focus
The board toolbar supports filtering by:
- Status
- Priority
- Assignee
- Due date
- Labels
Use filters aggressively during standups, planning, and triage.
6. Open full task page when needed
From the task sheet, use Open in full page for deeper edits and focused context.