Create from a Board
Open a board and use either:
- The board header's Add Task action, which starts the task in the first column.
- Add Task at the bottom of a specific column.
Complete the form and click Create Task.
Task Fields
- Task Name: required title, up to 255 characters.
- Description: instructions or context, up to 2,000 characters.
- Board: shown when the board has not already been selected.
- Due Date: optional date and time.
- Assignee: one or more responsible people.
- Pets: one or more linked pets.
- Tags: board-specific labels, shown when the board has tags.
When a board is chosen from the selector, a new task starts in that board's first column.
Create from a Pet
Open the pet's Profile section, find Tasks, and click Add Task. Select a board, then complete the form. The pet is linked automatically.
Add Supporting Information
After creating the task, open its side panel to:
- Update task details.
- Upload files on Documents.
- Add team discussion on Comments.
Set a due date when the task should appear in Dashboard schedules and Calendar.