Tasks and workflows

Create, assign, update, import, and retire work.

Use All Tasks as your project work list — Find, create, and update project work without duplicating tasks across views.
Create and update tasks — Keep task ownership, status, and next steps current.
Use Board and task filters — Review work by status and narrow the tasks you see.
Set task effort, dates, and recurrence — Use each task field for its intended purpose.
Run a customer onboarding from kickoff to handoff — Coordinate one customer delivery with tasks, files, notes, and a shared review.
Run an internal request queue — Give incoming work an owner and a visible next step using a BAU project.
Plan and deliver a campaign across departments — Keep the campaign in one project and involve collaborators without reorganizing their departments.
Import tasks from CSV, pasted rows, or JSON — Preview and map imported data before creating tasks.
Complete, cancel, reactivate, or delete a task — Choose the action that matches what happened to the work.
Set up and stop recurring tasks — Configure a repeat pattern and check the next occurrence before relying on it.

Tasks and workflows

Create, assign, update, import, and retire work.

Use All Tasks as your project work list — Find, create, and update project work without duplicating tasks across views.
Create and update tasks — Keep task ownership, status, and next steps current.
Use Board and task filters — Review work by status and narrow the tasks you see.
Set task effort, dates, and recurrence — Use each task field for its intended purpose.
Run a customer onboarding from kickoff to handoff — Coordinate one customer delivery with tasks, files, notes, and a shared review.
Run an internal request queue — Give incoming work an owner and a visible next step using a BAU project.
Plan and deliver a campaign across departments — Keep the campaign in one project and involve collaborators without reorganizing their departments.
Import tasks from CSV, pasted rows, or JSON — Preview and map imported data before creating tasks.
Complete, cancel, reactivate, or delete a task — Choose the action that matches what happened to the work.
Set up and stop recurring tasks — Configure a repeat pattern and check the next occurrence before relying on it.