Back to Help Center
Tasks · 10 min read

Creating and assigning tasks the right way

Everything about tasks — creating, editing, reassigning, and tracking progress — with real examples and the mistakes new managers make.

What a task is

A task is one discrete job one or more workers need to complete. "Weed the tomato rows" is a task. "Farm the farm" is not.

Creating a task

  1. Click + Add Task.
  2. Give it an action-verb title.
  3. Add a description with specifics a new worker would need.
  4. Pick the field it belongs to.
  5. Assign one or more workers.
  6. Set priority: High (today), Medium (this week), Low (this month).
  7. Set a due date and estimated hours.

Task statuses

  • To Do — default state.
  • In Progress — someone is actively working on it.
  • Done — finished, timestamp saved.
  • Blocked — can't move forward; always add a note explaining why.

Mistakes new managers make

  • Titles that are too vague.
  • Marking everything High priority.
  • Never clearing Blocked tasks.
  • Creating tasks without fields.

More in Tasks

Handling blocked tasks without losing track of them

Blocked tasks are where work goes to die if you don't have a process. Here's the right way.