A task is an item in a project’s Activity Feed that includes an assignee and a due date and requires action by the assigned user. Tasks can be used to create assignments for other users, ask questions, mark forwarded emails, remind yourself to do things, and more.
Create a Task
Tasks can be assigned to any team member in a project. To assign a task to a team member, navigate to the project and click Activity in the left side menu.
At the top of the Activity Feed, click Add new activity, and then click Assign a Task in the menu along the top. Choose the task assignee and due date, and then enter the task to be completed in the Message field. You can also enter a subject if desired. Click Create Task.
The task appears in the project’s Activity Feed and in the assigned user’s task page.
Task Shortcuts
Tasks can be created and changed using a shortcut syntax in the Message field when creating an activity item, or in reply to an existing activity item.
To assign a user, use the “@” shortcut. You can also use a shortcut to mention a user:
- @ username assigns the task to the user, so that the task appears on their task feed
- +@ mentions a user, so that the task appears on their user feed, without assigning that user to the task
Designate a due date by using the asterisk "*" sign followed by when you want the task due. For example:
| Shortcut | Example | Description |
|---|---|---|
| *XX/XX/XXXX | *05/11/2022 | due on the assigned date |
| *{month} {day} or *{month} {day} {year} | *May 5th OR *May 5 2023 | due on the assigned date; if the year is not specified, it will default to the current year |
| *day of week | *thursday | due on the Thursday following the current date, including the current day |
| *in {number} {days}, {weeks}, or {months} | *in 5 days or *in six weeks | due the chosen number of time from the current day |
| *tomorrow or *today | *tomorrow | due the current or following day |
If you assign a task without a due date, the due date will default to today’s date. If you add a due date to an item without assigning a specific user, the task will be assigned to you. (Adding a due date to an activity item is a great way to add something quickly to your task list so you can return to it later.)
Convert to a Task
Most activity items can be converted into tasks by adding an assignee or a due date.
To turn another item into a task, use the shortcuts described in the preceding section. These shortcuts can be added in a reply to the item.
You can also convert another item to a task by clicking on the item to open it, clicking Assign as Task, then choosing an assignee and due date.
Tip
While phone calls cannot be converted directly into tasks, users can instead create related tasks after creating the phone call item.
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