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TASKS Guide 1 of 11

Create a task

Tasks are the cards on your board. Every task lives in a project, has a status, and can carry dates, a priority, tags, a person, files and comments.

Matches the live app1 min readUpdated Oct 20, 2026

01From the New task button#

  1. Click + New task at the top of the project you want.
  2. Type a title.
  3. Press Enter to add it. The field stays open for the next one, and Esc closes it.
Close-up
FIG 1Type, press Enter, keep going.
Tip New tasks start in the project's first status. Drag the card, or change its status in the task, to move it on.

02With the keyboard#

Press C anywhere on the board to start a new task. Press ? for every shortcut.

03From a task template#

The template button next to + New task lists the board's task templates. Pick one to get a task with its description, checklist, tags and dates already filled in. See Task templates.

Close-up
FIG 2Templates and AI sit right beside New task.

04With AI#

The sparkle button next to + New task opens AI Tasks. Describe the work in plain words and review the suggestions before anything is added. See AI tasks.

05From the calendar#

In Calendar view, click + New task on any day and the task gets that day as its date.

06From a form#

Public forms turn every submission into a task in the project you choose, so client requests land on your board without retyping.

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