Tasks and boards

Tasks break a project into the actual pieces of work. You can track time straight against a task, see a project as a board or a table, and keep it moving with statuses and custom fields.

Two views of the same work

• Board — cards in status columns. Drag a card between columns to change its status; use the + on a column to add a task there.
• Table — a spreadsheet-style grid with sortable, resizable, reorderable columns and inline editing.

They're the same tasks shown differently — switch freely. On the board, the Card fields picker lets you choose which custom fields show as chips on cards (remembered per project).

Group the table

In Table view, a control next to the view toggle groups your tasks three ways:

• Project keeps a table per project, each with that project's own columns (including any synced from GitHub).
• Client shows one list per client, across all of that client's projects.
• Flat is a single list of every task.

Because Client and Flat span projects that can have different columns, they show the columns every task shares (task, status, assignee, client, project, and tracked time) plus any shared columns in play (a client's own, or workspace-wide). A project's own single-project custom columns stay in Project view, but you can always open a task to see and edit its fields from any view. Your choice of grouping is remembered.

Create a task

The fastest way is the add-row at the bottom of any table: type a title and press Enter, and the task is created while the row clears for the next one, so you can add several without leaving the keyboard. In the Client and Flat groupings, pick the project from the small selector on that row; it defaults to the group's project.

For the full form (status, assignee, notes, and optionally opening a GitHub issue), use the header + Task or a per-project + Task. You can also add from the + on a board column, or inline from the time-entry task picker ("Create '…'").

Statuses

Each task has a status from the project's status options (default: Todo / In progress / Done). Edit them from the primary Status column's menu — see custom fields.

Track time against a task

Hit the timer button on any row or card to start tracking that task (it presets the project, task, and description). Time rolls up on the task's Tracked column, the project, and your reports. You can attach several tasks to one entry and the time splits evenly.

Archive vs. delete

• Archive hides a task (reversible — a "Show archived" toggle brings it back).
• Delete removes it permanently, but keeps the time logged against it (the entries just lose the task link).

Assignees

Assign a task to anyone who can access that project — owners and admins, plus people granted the client or project. The assignee list is scoped to those people, so you can't assign a task to someone who can't see the project. For a GitHub-linked task, you can also assign repo collaborators — that pushes the assignment to the issue.