Creating Tasks

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.
• Description: instructions or context.
• 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 Upcoming.