Skip to main content
Tasks are the core units of work in your task management app. Learn how to effectively create, update, and manage tasks to keep your team on track.

​
Creating a New Task

1

Navigate to Your Team

From the main dashboard, tap View on the team card where you want to add a task. This opens the team’s task screen.
2

Open the Task Creation Dialog

Tap the black floating Add button (with a plus icon) at the bottom right of the screen. A task creation dialog will appear.
3

Enter Task Title

In the Task Title field, enter a clear, concise name for your task. This should describe what needs to be done.
Use action verbs to make tasks clear: “Design homepage”, “Review budget”, “Update documentation”
4

Add Task Description

Use the Description field to provide detailed information about the task:
  • What needs to be accomplished
  • Any specific requirements or constraints
  • Links to relevant resources
  • Expected deliverables
The description field supports multiple lines for detailed explanations.
5

Assign a Responsible Person

Tap the Responsible dropdown to select a team member who will be accountable for this task.The dropdown shows all current team members. Only team members can be assigned to tasks.
Assigning a responsible person helps ensure accountability and clarity about task ownership.
6

Set Task Status

Choose the current status of the task by tapping one of three status indicators:
  • No Iniciado (Not Started) - Red indicator: Task hasn’t begun
  • En desarrollo (In Progress) - Orange indicator: Task is actively being worked on
  • Finalizado (Completed) - Green indicator: Task is complete
The selected status will be highlighted with a colored background.
7

Set Start and End Dates

Define the task timeline:Start Date: Tap the start date field and select when work should begin End Date: Tap the end date field and select the task deadlineBoth dates open a calendar picker for easy selection. Dates help team members prioritize work and track progress.
8

Save the Task

Review all task details and tap the green Save button. The task will be added to the team’s task list and the assigned team member will be able to see it.

​
Viewing Task Details

To see who is responsible for a task:
  1. Navigate to the team’s task screen
  2. Tap on any task in the list
  3. A dialog will display the name of the assigned team member
If no one is assigned, you’ll see a message indicating no member is assigned to the task.

​
Editing Existing Tasks

1

Locate the Task

From the team screen, find the task you want to edit in the task list under the “Tasks” section.
2

Open the Edit Dialog

Tap the Edit icon (pencil icon) on the right side of the task. This opens the task update dialog with all current task information pre-filled.
3

Modify Task Details

Update any of the following fields:
  • Title: Change the task name
  • Description: Update or add more details
  • Start Date: Adjust the start date using the calendar picker
  • End Date: Change the deadline
  • Status: Update to reflect current progress
    • No Iniciado (Not Started)
    • En desarrollo (In Progress)
    • Finalizado (Completed)
4

Save Changes

After making your edits, tap the green Update button to save changes, or tap Cancel to discard modifications.The task list will automatically refresh to show your updates.
Only tasks assigned to you are shown by default when viewing “My Tasks”. To see all team tasks, view them from the team screen.

​
Deleting Tasks

1

Find the Task to Delete

Navigate to the team screen and locate the task in the task list.
2

Tap the Delete Icon

Tap the circular pink Delete button (trash icon) on the right side of the task.
3

Confirm Deletion

A confirmation dialog will appear with a warning:“Do you want to delete this task? Remember that the deleted task cannot be recovered.”
  • Tap Accept to permanently delete the task
  • Tap Cancel to keep the task
Task deletion is permanent and cannot be undone. Ensure you really want to delete a task before confirming.

​
Task Organization Strategies

Keep your task statuses up-to-date for better team visibility:Not Started (Red)
  • Tasks that are planned but haven’t begun
  • Use this for backlog items
  • Helps identify available work
In Progress (Orange)
  • Tasks currently being worked on
  • Update to this status when you begin work
  • Prevents duplicate effort
Completed (Green)
  • Finished tasks that meet acceptance criteria
  • Update immediately when done
  • Provides visibility into team accomplishments
Set realistic dates to keep your team on track:
  • Buffer time: Add extra time for unexpected delays
  • Dependencies: Consider task dependencies when setting dates
  • Review regularly: Update dates if priorities or requirements change
  • Clear deadlines: Set specific end dates, not just “sometime next week”
Good task titles are:Specific: “Design login page mockup” vs “Design stuff” Actionable: Start with a verb - “Update”, “Create”, “Review” Concise: Keep under 50 characters Clear: Anyone should understand what needs to be doneExamples of good titles:
  • “Review Q2 marketing budget”
  • “Fix login authentication bug”
  • “Prepare client presentation slides”
Leverage the description field to provide context:
  • Acceptance criteria: What defines “done”?
  • Resources: Links to documents, designs, or references
  • Constraints: Time limits, budget restrictions, technical requirements
  • Notes: Important context or decisions made
A well-written description reduces back-and-forth questions and helps the assignee complete the task efficiently.

​
Viewing Your Personal Tasks

To see all tasks assigned to you across all teams:
  1. From the main dashboard, tap the Assignment icon (clipboard icon) in the top app bar
  2. This opens your personal task view showing only tasks where you are the responsible person
  3. Tasks are organized by team
Use the personal task view to focus on your individual workload without the distraction of unassigned team tasks.

​
Task Filters and Views

Team View: Shows all tasks for a specific team, regardless of assignment
  • Access from the team screen
  • Useful for team leaders and project managers
  • Provides full team visibility
Personal View: Shows only your assigned tasks across all teams
  • Access from the assignment icon on the dashboard
  • Helps you focus on your responsibilities
  • Organized by team for context

​
Common Task Management Workflows

1

Daily Task Review

Start each day by:
  1. Opening your personal task view
  2. Reviewing tasks due today or overdue
  3. Updating status of tasks you worked on
  4. Prioritizing your day’s work
2

Weekly Team Sync

During team meetings:
  1. Open the team task view
  2. Review all in-progress tasks
  3. Update statuses as a team
  4. Reassign tasks if needed
  5. Create new tasks for upcoming work
3

Project Completion

When wrapping up a project:
  1. Mark all completed tasks as “Finalizado”
  2. Review any remaining tasks
  3. Update or delete outdated tasks
  4. Document lessons learned in task descriptions

​
Troubleshooting

Can’t save a task?
  • Ensure the task title is not empty
  • Check that you’ve selected a responsible person
  • Verify dates are valid (end date after start date)
Task not appearing in list?
  • Check you’re viewing the correct team
  • Pull down to refresh the task list
  • Verify the task was saved successfully
Can’t edit a task?
  • Ensure you’re a member of the team
  • Check your internet connection
  • Try closing and reopening the task screen

Build docs developers (and LLMs) love

Get started for freeTalk to us