Create or Edit a Task

Creating & Editing Taskfeed Tasks


Taskfeed Tasks are the puzzle pieces of your projects in Taskfeed - they always reside inside a pre-existing Board and also within a List. After the Task is created, you can move it from the original List to another one on the Board as the project progresses.

When you create a new Task, select the Board and the original List the Task should go to.

⚠️If you haven't created a Board for that task yet, create it first.


How to Create a New Task

From the Taskfeed tab onto any Board:

  1. Go to the Taskfeed tab

  2. Click located on the top navigation menu

  3. Enter a Task name

  4. Select the appropriate Board. If the Board has not been created yet, create a new Board first.

  5. Select the List where the task will be located on the Board when you first create it.

  6. You can optionally schedule the task, select another Owner other than yourself and enter other information as needed.

  7. Click Save.

Or


From a List on the Board:

💡When you create a new Task from a List on a Board, the Board and the List Name will prepopulate for you.



  1. Select a Board from the Taskfeed tab sidebar menu and go to the Board View

  2. Go to the appropriate List and enter the Task name in the Add Task… area at the bottom of the list.

  3. Click Add

  4. The Board name and the List name will be pre-populated in the Task.

  5. Optionally, schedule enter more information about the Task as needed.

  6. Click Save.


How to Edit a Task:


From the Taskfeed tab:


  1. Go to a Board and select the Task on the Board to reveal its detail pane on the right-hand side of the board area.

  2. Click the icon on the detail pane menu to edit the Task.

  3. Make the necessary changes and click Save.


Or:

  1. Double-click on any Task on the Board to reveal the edit pop-up window.

  2. Make the necessary changes and click Save.



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