Add and manage tasks

Add a task

1. Open the board and click Add Task below the task table (or choose Add Task from a board card's ⋮ menu on the Boards page).
2. The Add Task to Board form opens with the Task Name field ready to type into. Fill in what you know; only the name is required.
3. Click Create Task at the bottom of the form. The task appears at the end of the table with a Task created confirmation.

The form has these fields:

Field	What it is for
Task Name	A short, clear name.
Task Type	What kind of step this is. See Task types.
Responsibility	Customer or Internal. See Responsibility.
Team Members	The teammates assigned to the task (under Assignment).
Status and Priority	The starting status and priority. New tasks start as Not Started with Low priority. See Statuses, priority and progress.
Progress	A starting percentage, usually left at 0.
Time Estimate	How long the task should take.
Weight	How much the task counts towards board progress. Leave it at the default unless some tasks matter more than others.
Product	The product the task relates to.
Form	The form the customer fills in. Only shown, and required, when the type is Form.
Due Date, Start Date, End Date, Follow-up Date	The task's dates. Type them in or use the calendar; Now fills in today.
Description	Longer instructions. The description is visible to the customer when the task is published.
Files	Attachments to include with the task.

Task types

Type	Use it when
Acknowledge	The customer should confirm they have read or done something. This is the default for new tasks.
Information	The task is a step to complete or something to read.
Form	The customer should fill in a BlueHill form. Choose the form in the Form field.
Upload	The customer should upload documents.
Download	The customer should download a file you provide.
Link	The customer should visit a link.

Form and upload tasks gain extra menu items once the customer responds: View Form Response and View Uploaded Documents.

Responsibility: Customer or Internal

• Internal tasks are your team's work. They never appear in the customer portal.
• Customer tasks are steps the customer completes. Switch Published on to show the task in the portal, where the customer can mark it done. The task's Portal Status then tracks the customer's progress. See Portal status.

Due dates on a board vs. in a template

On a board, a task's due date is a calendar date. In a template, a task can instead carry a Delayed due date (an amount of days, weeks or months after the board is created), which becomes a real date on every board built from the template. See Add tasks to a template. Leave the due date empty for a task that has no deadline.

Quick add tasks

To add several tasks in one go:

1. Open the board menu (⋮ in the board header) and choose Quick add tasks, or click the Quick add tasks icon on a board row in Detail view.
2. Fill in a row per task: Task name, Status, Assignee and Due.
3. Save. Every row becomes a task on the board. Open any of them later to add details.

Add a subtask

Subtasks break a task into smaller steps and can go two levels deep.

• Open the parent task's ⋮ menu and choose Add Subtask. The Add Subtask form has the same fields as the Add Task form.
• Or click the Quick Add cell on the parent row for a one-line subtask.
• Or drag an existing task and drop it onto another task. See Reorder or nest by dragging.

A parent task's start and end dates and its progress are worked out from its subtasks.

The task menu

Every task row has a ⋮ menu in the Actions column (scroll the table to the right if you cannot see it). Several items show a keyboard shortcut next to them.

Item	What it does
View	Opens the task panel. See Task details, notes, activity and files.
Add Subtask	Adds a subtask under this task.
View Description	Shows the task's description.
View Activity	Shows the task's activity feed.
Log Activity	Records a call, email, meeting or other activity against the task.
View Form Response	Shows the customer's answers (form tasks only).
View Uploaded Documents	Shows what the customer uploaded (upload tasks only).
Edit	Opens the full Edit Task form.
Duplicate / Duplicate w/ Subtasks	Makes a copy of the task, with or without its subtasks.
Copy ID	Copies the task's ID, handy when asking support for help.
Linked wiki pages	Attaches wiki pages to this task.
Delete	Deletes the task.

Duplicate a task

Choose Duplicate to copy the task itself, or Duplicate w/ Subtasks to copy the task and everything nested under it. The copy appears next to the original with the same values; rename it and adjust dates as needed.

Delete a task

Choose Delete from the task menu, or select several tasks and use Delete in the bulk actions bar. Deleting a parent task also deletes its subtasks. Deleted tasks cannot be recovered, so archive the board instead if you want to keep a record.

Next: Task details, notes, activity and files.