Task Options
You have many ways to make changes, add more detail and features to use to enrich your experience with Tasks and increase productivity.
Editing tickets
You can open a Task by clicking on it, which will take you to the Task editor, where you can provide information on the task the Task is about.
Name - Update the Task title.
Description - Provide a written description of the Task
Comments - Provide and receive feedback on the Task
History - See what happened to the Task in a chronological order.
Column - Move the Task between columns
Members - Assign Tasks to team members. (Set the owner and the people who are responsible for carrying out the task).
Story point - Set the size of the Task based on how much time it will take to carry out.
Labels - Add labels to Tasks to identify which project they are related to
Custom Fields - Add custom fields that are needed for this Task
Notification - You also have the option to set notifications to get informed about the actions that happened to the particular Task.
Custom fields
With custom fields, you can add more details to your Task:
Tester - Assign the task to the relevant person who checks whether the Task has been carried out correctly.
Deadline - Let the team know when a Task is due.
Text field - Add as many custom text fields to your Task as you need.
Contacts - Assign a specific contact from your CRM to a Task.
Conversations - Assign a support conversation to the Task.
Checklist - Add a checklist to your Task to keep track of subtasks.
Changes to your Tasks (except for the text fields where you can see a save prompt) are saved automatically, so once you are done editing, you can simply close them.
