---
title: "Tasks Tab in Board Cards: Manual & Automated Task Management"
url: "https://help.ontraccr.com/en/article/tasks-tab-in-board-cards-manual-automated-task-management"
language: "en"
last_updated: "2025-05-27T10:41:35.580Z"
---

# 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.

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## **🎯 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

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## **🧩 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”)

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### ➕ 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.

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## **✅ 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

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## **🧠 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