Tasks Tab in Board Cards: Manual & Automated Task Management

✅ Tasks Tab in Board Cards: Manual & Automated Task Management
 

Overview

The Tasks Tab inside each board card shows all tasks tied to that card — whether created manually or generated by workflows. It helps teams manage work within the context of the card, and gives assignees and collaborators a centralized view of what's been done and what still needs action.

🎯 Why Use the Tasks Tab?

Use it to:

• Assign follow-up actions to users
• Create structured steps for a process tied to a card
• Track tasks created by status-change automations
• See a full task list, status, due dates, and ownership for each card

🧩 How It Works

1. Open a board card
2. Click the “Tasks” tab at the top
3. You’ll see all tasks related to that card, with:
   • Task title
   • Assignee(s)
   • Due date
   • Priority
   • Status (To Do, In Progress, Done)

Tasks can be:

• Manually added right from the Tasks Tab
• Auto-created by workflows (e.g., “Create Task When Card Enters a Status”)

➕ How to Add a Manual Task

1. Click the Add Task button
2. Fill out:
   • Task Title (required)
   • Description (optional)
   • Assigned User(s)
   • Due Date
   • Priority
   • Status (defaults to “To Do”)
   • Attach a Form (optional)
   • Reminder Settings (optional)
3. Click Submit — the task will now appear in the card’s Tasks Tab and in the assignee’s My Tasks list.

✅ Example Use Case

• A project manager opens a card for “Site Prep – Lot 17”
• In the Tasks Tab, they manually add:
  • “Schedule Locates” (assigned to office coordinator)
  • “Verify Access Route” (assigned to foreman)
• A workflow also auto-creates a task: “Submit Pre-Work Inspection Form”
• All tasks are now visible on the card for full visibility

🧠 Tips & Edge Cases

• Completed tasks remain visible for full traceability
• Tasks created by workflows will include a reference to the triggered status
• You can use task templates for common repeatable actions
• Forms attached to tasks can be launched and submitted directly from the task