Pipeline: stages and tasks
Pipeline shows your project's stages, and each stage has a task board of its own. Tasks move through four columns: To do, In progress, In review and Done.
Adding tasks: the founder and leads with the Tasks permission.
Moving and changing a task: those people and whoever the task is assigned to.
Changing the stages: the founder and leads with the Pipeline permission.
Add a task
Press Add task, or the plus in the To do column. Write a short title under What needs doing and pick at least one person under Who's doing it; you can pick several. Area, Due, Note and Images are there too. Press Add task and the task lands in that stage's To do column.
Move a task
Drag a card to another column. To move it to another stage, drop it on that stage in the strip at the top, or right-click the card and choose Move to stage.
The keyboard works too: on a card, Space picks it up, the arrow keys move it, Space again drops it and Esc cancels.
Open a task's window
Click a card, or right-click it and choose Open task. The window has Column, Description, Assignees, Stage, Due, Area and Waiting. History lists who did what to the task, and when.
The stage strip
The strip at the top shows the stages in order; under each one it says Done, Now or Up next. Click a stage to open its board.
Stage names and dates are changed in Project settings › Pipeline and schedule. A project with only one stage shows no strip.
You can turn a message into a task too: right-click it and choose Turn into task. The form opens right above the chat.
Something went wrong?
Add task is greyed out.
Either you can't add tasks in this project, or the project is on hold or archived. You can ask the founder for the Tasks permission; see roles and permissions.
I can't move a task to Done.
If the task is a note on a script, it moves to Done only once the project's owner or a lead who manages tasks approves it.
What happens if I delete a stage that still has tasks?
Before it goes, you choose the stage its tasks and drawings move to.
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