Help Center
Task Management
Manage the task lifecycle: creation, assignment, transfer, file attachment, and completion.
Creating and assigning tasks
When creating a new task, add a title, description, due date, and labels. Then assign it to the right person.
Reading time: 3 minHow annotated transfer works
When transferring a task, explain why. The recipient keeps the context and picks up where you left off.
Reading time: 4 minReturning and redirecting
Return a task by explaining why you cannot do it, or redirect it to someone more suitable.
Reading time: 3 minFile attachment
Attach files, images, PDFs, and other documents to tasks. Supported formats and size limits.
Reading time: 2 minCompleting tasks
Mark a task as completed. Completed tasks are automatically moved to the archive.
Reading time: 2 min