Adding Project Tasks
Tasks are the building blocks of every project. By breaking your project into smaller, actionable items, you make progress visible and work more manageable for everyone involved.
Why use tasks?
Clarity — everyone knows exactly what needs to be done
Accountability — assign responsibility to team members
Progress tracking — see how much work is complete
Time management — estimate and track effort accurately
How to add a task to a project
From the project page
Go to Projects and open your project
Navigate to the Tasks tab
Click Add Task
Fill in the task details:
- Title — clear, action-oriented name (e.g., "Draft social media posts") - Description — additional context or requirements - Assignee — who will complete this task - Due Date — when it needs to be finished - Priority — Low, Medium, High, or Urgent
Click Save
From the Tasks page
Go to Tasks
Click New Task
Select the project to associate the task with
Complete the task details
Click Save
Quick task creation
For rapid entry:
Click Quick Add at the top of the task list
Type the task title
Press Enter
Edit details later if needed
Task details explained
Title
Write action-oriented titles that make it clear what needs to happen:
"Write blog post about winter experiences"
"Update pricing on website"
"Call venue to confirm booking"
Description
Add helpful context:
Requirements or specifications
Links to reference materials
Notes about approach or constraints
Acceptance criteria
Assignee
Choose who's responsible for completing the task. You can:
Assign to yourself
Assign to a team member
Leave unassigned initially
Due date
Set a realistic deadline. Consider:
Dependencies on other tasks
Team member workload
Buffer time for review
Priority levels
Low — complete when time permits
Medium — standard priority, complete by due date
High — important, prioritise over low/medium tasks
Urgent — needs immediate attention
Estimated time
If you want to track effort:
Enter the estimated hours
Compare against actual time later
Helps with future planning
Organising tasks
Task lists
Group related tasks into lists:
"Content Creation"
"Design Work"
"Client Approvals"
Subtasks
Break complex tasks into smaller steps:
Open the parent task
Click Add Subtask
Enter the subtask title
Repeat for additional subtasks
Subtasks inherit the parent's project and can have their own due dates.
Dependencies
If one task must complete before another can start:
Open the dependent task
Click Add Dependency
Select the task that must finish first
Bulk task creation
Adding many tasks at once:
Open your project
Click Import Tasks or Bulk Add
Enter tasks in the template format
Review and confirm
Tips for effective tasks
One action per task — keep tasks focused and achievable
Use verbs — start titles with action words (Create, Review, Send)
Be specific — "Update homepage banner" is better than "Website work"
Set due dates — tasks without dates often get forgotten
Assign owners — someone should be responsible for each task
Breaking work into clear tasks is half the battle — you'll be amazed how much easier progress feels.