Tasks

Tasks is a board with four columns: To Do, In Progress, Done, and Waiting.

Each card shows the title, due date, and assigned users.

Create a task

1. Open Tasks.
2. Click Create on the column where the task should start.
3. Fill the form, including assigned users.

The assigned-users list only includes members already on the case. Assign the user in the case header first.

4. Save.

Move cards between columns as work progresses. Fields follow the Tasks form layout, including custom fields.