Documentation
Tasks and milestones
How to create tasks and milestones, how they show up on a project, and how to link an approved intake.
Where to find them
A task is a piece of work on a project. A milestone groups related tasks, such as a phase or a release, and can carry its own dates and estimated hours.
- Inside a project, Task table lists every task. Show only my tasks and Hide completed tasks narrow that list. Kanban board shows the same tasks in columns, one column per task status.
- Milestones is its own page on the project. Each milestone shows how many tasks are attached and whether it is completed.
- The account Tasks page lists work across projects. A Super Admin or Admin sees tasks on every project the account is associated with, split into Overdue and Pending. Everyone else sees tasks assigned to them.
Create a task
Managers and Members use Create task. Viewers can read tasks, but they cannot create them, edit them, or be assigned one.
| Field | What to enter |
|---|---|
| Name | Required. |
| Status | Required. One of the project’s task statuses. A new project starts with Backlog, In Progress, and Completed, and the task starts on the first status. |
| Priority | None, High, Medium, or Low. |
| Tags | Optional, up to 10. The choices come from tags set in Project details. |
| Milestone | Optional. Attach the task to a milestone, or leave it as None. |
| Intake | Optional. Only approved intakes are listed. Shown when intakes are on. |
| Start date and due date | Both optional. |
| Assigned to | Optional. A Manager or a Member. A Viewer cannot be assigned. |
| Estimated hours | Optional. |
| Description | Optional. |
| Subtasks | Optional smaller steps. Each one can be checked off. |
| Files | Optional. Images, PDF, Word, Excel, text, or CSV, up to 25 MB each. |
On the Kanban board, dragging a card moves it to that status. Managers and Members can also add a column, which adds a task status for the project. Deleting a column does not delete its tasks. They move to another status, and the project keeps at least one status.
Create a milestone
Only a Manager can create or edit a milestone. Open Milestones and choose Create milestone.
| Field | What to enter |
|---|---|
| Title | Required. |
| Description | Optional. |
| Intake | Optional. Only approved intakes are listed. |
| Start date and end date | Both optional. |
| Estimated hours | Optional. |
Open the milestone to mark it Completed. Tasks linked to it stay listed on that page.
Link an approved intake
The Intake field on a task or milestone lists approved intakes only. The placeholder is None (approved only). Linking keeps the new work tied to the original request. It does not change the intake’s status. A manager still moves that intake to Completed when the requested work is done.