Tasks

You can expand each task to see more details about it. To open the expanded view, hover over the task and click the expand icon in the top-right corner. 



There are several things you can do in the expanded view. For one, you can add notes to your tasks. This way, your projects will stay clean and organized. You can also move the task to a future date, add subtasks, attach a file, set a due date and time, make the task recur and move the task to a different project. You can also delete a task, duplicate it, or open it in a new window.



Subtasks 


Subtasks allow you to keep your task list clean and organized. Click “Add a subtask” and start typing. Press enter or return to start typing a new subtask. Use the up and down keyboard arrows to move between subtasks. You can easily prioritize subtasks by dragging and dropping. Place the most important subtasks at the top of the list to make sure they get done.



When the expanded view is closed, the subtasks label will show you how many subtasks there are within a task and how many have been completed. As you can see, there are three subtasks that are part of the first task. Zero of them have been completed.

Attaching files via Dropbox or Google Drive


To attach files to a task, open its expanded view and click the "Choose from Dropbox" button or the "Choose from Google Drive" button. 



If you are attaching files via Dropbox, you will be asked to log in to your Dropbox account, and then your Dropbox files will appear in your chooser. You can attach existing files, search through your Dropbox files, or add a new file from your computer. The new files will be added to your Dropbox and attached to the task simultaneously. This way, you can share files even if they are not already in your Dropbox. 

The files can be accessed by you and anyone you share the project with from the expanded view. Your team members will be able to open the files, download them and save them to their own Dropbox account.



If you are attaching files via Google Drive, you will get a Google Drive file selector, where you can select the files you want to add to your tasks. The selected files are then attached to the task, and can be accessed by your team members. The files open in Google Drive, so you will be all collaborating on the same document.



A file attachment label appears next to tasks with attached files. This way you will be able to tell if there are files attached without opening the task expanded view.


Creating a recurring task


You have a lot of flexibility when creating a recurring task. Repeating every weekday, for example, will make that task repeat from Monday to Friday, and not on Saturday and Sunday.



The task can repeat after its completion or after its due date.


Repeat after completion


Repeating after completion will schedule your next task based on when you complete the current one. This is a great option when you don't have a strict schedule, and you don't want your tasks to accumulate if you don't complete them on time.

Let's say you have a task to write a newsletter every month, but your task is overdue because you didn't get around to it yet.

Once you finally get around to checking off the task, the task will reschedule itself one month from the time you completed it. 

Repeat after due date


Repeating after due date will use the task’s due date to create the next task. This is perfect when you need an exact schedule, such as a team meeting at 10 a.m. every other Wednesday.


Delete, Duplicate, and Open in New Window


The last section of the expanded task view allows you to permanently delete the task, create a complete duplicate of it within the same project, or open it in a new window. Opening a task in a new window also make it easy to get a direct link to a task that you can use for sharing it with team members or for cross-linking between tasks.



Next, let’s learn more about how to customize My Tasks.

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