To create a new task press Add a task and put in the task name. Click on Add or just press Enter to complete task creation. In case you need to edit task’s name, click on it and the edit input will open automatically.
Besides, you can assign a task to a certain board member right in the moment of task creation. To do that, put the mention of the necessary member with the name of the task.
To move the tasks quickly between different positions use drag’n’drop. To do that, hover over the task and move it between the columns to drag it to the needed position.
Let’s explore the overview of the task. On the board, the task is displayed as a card. Task main elements:
- Task Label
- Task Name
- Due Date
- Description icon
- Attachments icon
- Checklist icon
- Task Estimate
- Assignee avatar
Now, let’s inspect the open task’s view:
On the right there is a task menu, from where you can add new elements to the task as well as perform several actions.
Let's see how we can add the elements to the task.
You can add the following attributes to the task:
- Set due date and estimate;
- Work logs;
Add Members. To add members to the task, choose the members tab.
You will get a pop-up menu with the list of all the board members where you can select members for the task. To remove a member from the task click on his avatar and choose Remove option on the pop-up menu.
Due Date. You can set a due date for every task with the help of a Due Date option. Once a due date is set, you can edit it either from the task menu or from the due date indicator on the task.
Estimate. When you start working on a task, you can give it an approximate time estimation. Choose an Estimate option and set a value on a pop-up window.
You can edit the value any time you need. Choose the Estimate option from the Task menu or go to the Time Tracking section of the task and choose the Change Estimate option.
Log Work. To track the time you spend on a certain task, use Log Work action. You can leave a comment, describing your activities, or log your time without specifying your actions. Anyway, you can always edit or delete your work log entries in the Time section if needed.
Add Checklist. Some tasks can be really complex and need to be divided into several sub-tasks and distributed between several members. To make it easier, you can use checklists. Besides, checklists are multi-purpose, so you can create lists and use them to structure any information you need. You can create multiple checklists in a task. To crete a checklist, use an option Add Checklist from the Task menu or use the checklist button.
Inside the checklist you can add, delete and edit checklist items, as well as mark them as done. Done checklist items are displayed as crossed out.
For the ease of the navigation you can hide you complete checklist items using the option Hide completed items.
Attachments. Atlaz allows you to upload any attachments to the task. You can attach any file you need. Use the Attachment option from the right menu to upload the files. Maximum size allowed for attachments is 250 MB.
You can also download or delete the attachments if needed.
Labels. You can use labels as one of the means of task categorization and classification. There is a set of default labels offered by Atlaz. These default labels can be changed or deleted. You can additionally create your personal labels.
To set a label for the task click on the Label tab in the right menu and choose a necessary label. If you need to create a new label, choose a Create new label option, set label’s name and choose a new color for it.
Add Project. To add a project to the task choose Add Project option from the Task menu. You will get a list of all the projects assigned to the board. If there are no projects, you will get a list of all the company’s projects instead (but only the projects where you are a member). Please remember that a task can be assigned to one project onlly.
Add Version. Versions are used to manage releases. A version can be assigned to the task only when the task is assigned to the project. If you have added a version to the task, you can edit it either by choosing the option Version from the Task menu or by pressing on the version indicator on the task itself.
You can perform some actions with the task. Let’s see exactly which actions are possible:
- Copy Link;
- Delete Task.
Move. If you need to change the position of the task (or even the board), you can use the Move task option. Specify the board, swimlane, column and position of the task and confirm your action by clicking the Move button.
Copy. To save your time you can copy the tasks using the Copy function. You will only have to specify the following details in the pop-up window:
- Task title;
- Swimlane (in case the chosen board has several swimlanes);
In case the original task has members or labels assigned, you will be asked if you also want this information copied to a new task.
Subscribe. To make sure you don’t miss any updates about a certain task, you can subscribe to it. Choose the Subscribe option. As soon as you subscribe, the button name will change to Unsubscribe and a checkmark will appear near the button . On task overview you will also notice subscription indicator .
Archive. Upon task archivation, you will see a message on top of the task “This task is archived”.
It will not appear on the board, but you will find it in Archived Items folder inside the board menu.
If needed, you can restore the archived task. To do that, find the necessary task among the archived elements and click Unarchive under the task.
Delete Task. If you want to delete a task forever, use the Delete option. You will need to confirm your action on a warning pop-up.
Comments and Activity Feed
To keep track of what is going on with the task you can consult the activity feed. Activity feed displays certain activities happened to the task:
- Task creation;
- Member was added / removed from the task;
- Project was added / removed from the task;
- Attachment was added / removed from the task;
- Checklist was added / removed;
- Checklist item was marked as solved / unsolved;
- Task was moved to another column / archived.
You can discuss task details by commenting it. Comments in Atlaz have a two-level structure, so that you keep one conversation in one thread and don’t miss any details.
If needed, comments can be edited or deleted. You can also address your comment to a certain member using @mention.
Comments and Activity Section is placed on the bottom of the task. There are 3 tabs: All, Comments and Logged Time.
For the ease of navigation you can move between the tabs. On the Logged Time tab you can edit and delete work logs.