ForemanFOREMAN

Create and assign tasks

Capture quick to-dos for yourself and your team, set due dates, and assign them to teammates — separate from the Schedule's work plan.

Tasks are lightweight action items for you and your team — a quick title, an optional due date, an assignee, and a status column. They live alongside the Schedule but stay separate from it: a task is not a dated work Item, though you can optionally link one to an Item later.

Open your tasks

  1. From the sidebar, click Tasks.
  2. This is your org-wide board — every task you can see, including your own personal ones, across all your status columns.

Don’t see this?

If you don't see Tasks in the sidebar, your role may not include tasks. Ask your organization owner to grant access. Tasks are internal-only — clients and vendors never see them.

Switch between board and list

Use the toggle in the toolbar to change how tasks are shown:

  • Board view — Kanban columns you can drag cards between.
  • List view — a flat checklist with a checkbox on each row.

Your choice is remembered for next time.

Create a task

  1. Click Add task in the toolbar.
  2. Enter a Task name.
  3. Add a Description for any extra detail.
  4. Set the Status, a Due date, and a Type if you use them.
  5. Click Create Task.

Note

For a quick capture, hover a board column and click Create at the bottom of it — type a title and press Enter to drop a task straight into that column.

Rename a card in place

  1. Hover the card you want to rename — its pencil appears next to the title.
  2. Click the pencil, edit the title, then click ✓ (or press Enter) to save.
  3. Click ✕, press Escape, or click anywhere outside the card to discard the edit — clicking away does not save it.

Assign a task

  1. Open the task, or hover a card and click the assignee circle.
  2. Pick the teammate who should own it. A task carries a single Assignee — picking someone else replaces the current one, and picking the same person again clears it.
  3. Their initials appear on the card so everyone can see who's responsible.

Note

The assignee picker only lists members of your organization — tasks can't be assigned to clients or vendors.

Move a task along

  • On the board: drag a card into another column to change its status. Drop it in your Complete column to mark it done.
  • In the list: tick the checkbox on a row to complete it; untick to reopen.

Customize your columns

Your board starts with Incomplete, In Progress, and Complete.

  1. Click Add status at the right end of the board to add a column.
  2. Hover an editable column and click the actions menu in its header (clicking the header itself works too) to open Edit status, where you can change its Name and Color, then click Save — or Delete the column.

Note

The Incomplete and Complete columns are fixed anchors — they can't be renamed or deleted, since new tasks always land in Incomplete and finished tasks live in Complete.

Delete a task

Hover a card and click the actions menu, then choose Delete task. You can also open the task and click Delete at the bottom of the window. Deleting can't be undone.

NextPer-project tasks