ForemanFOREMAN

Per-project tasks

Use a project's Tasks tab to keep its to-dos in one place — new tasks created here attach to that project and are visible to its team.

Every project has its own Tasks tab. It works exactly like your org-wide board, but it's filtered to one project — and anything you create here automatically belongs to that project and is visible to its team.

Open a project's Tasks tab

  1. From the sidebar, open Projects and choose a project.
  2. Click the Tasks tab.

Don’t see this?

If you don't see the Tasks tab on a project, your role may not include tasks. Ask your organization owner to grant access.

Add a task to the project

  1. Click Add task.
  2. Fill in the title, due date, assignees, and any other detail.
  3. Click Create Task.

The task is pinned to this project, so it shows up here and on the org-wide Tasks board, where the project name is labeled on each card.

Work the board

The board and List view behave the same as on the org-wide board: drag cards between columns to change status, tick a row to complete it, and edit a card's columns from the toolbar. See Create and assign tasks for the full walkthrough.

Link a task to a schedule Item (optional)

A task can point at a single Item on the project's Schedule — handy for tracking the loose ends around a scheduled piece of work.

  1. Open the task.
  2. Under Schedule item, pick the Item you want to associate it with.
  3. The helper text confirms which project and Item the task will live on.

Note

Linking is an association only — it doesn't sync dates between the task and the Item. Picking an Item from another project moves the task to that project.

Attach files to a project task

When a task belongs to a project, you can attach files to it from inside the task window. (Personal tasks with no project don't have a place to store files.)

Make a project task personal

Open the task and, next to Schedule item, click Make personal to detach it from the project. It then becomes a personal task visible only to you and its assignees, and it leaves the project's Tasks tab.