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, the task table hides completed tasks by default. Search finds a task by name. Filters opens a drawer for the rest, including Show only my tasks, status, tags, priority, milestone, and dates. Apply saves those filters, and Clear filters restores the defaults. Kanban board shows the same tasks in columns, one column per task status, and also hides completed tasks until you turn that off.
- 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 incomplete work across projects, split into Overdue and Pending. Search finds a task by name. Filters opens a drawer for project, assignee, status, tags, priority, milestone, and dates. A Super Admin or Admin sees tasks on every project the account is associated with. 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 can add, rename, reorder, or remove statuses from Project details (Settings) or from the board. A status that still has tasks cannot be removed, 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.