Daily work
Create, update and review a task
For: People with access to the task or its Space.
Create work
- Open the intended Space and choose Create work. Give the task a title and check its Space, classification and work type.
- Choose an assignee, collaborators, project or due date as needed. Select Create task.
What to expect. Find the new title on the board or list and open it to check the assignment.
Update progress or start a discussion
- Open the task and use the status control to choose the appropriate stage. Use Edit description to change the instructions.
- Under Discussion, enter your message in Write a comment and select Comment. Use Add reference under Attachments to link supporting material.
What to expect. The task shows its current status and the comment appears in Discussion. Activity records changes.
Share a task with the right people
- Open the task and choose Share. Review its current visibility. Inherit authorized Space members follows Space membership; Named people only lets you limit the audience.
- Check the named people and assignee before choosing Save sharing. Follow the authorization prompt for protected sharing.
What to expect. Reopen Share to check the audience. Mentioning or assigning a person alone does not share a task.
Ask a named person to review work
- Under Named reviews, choose Request review. Select Reviewer and describe what they should review.
- Select Request review and return to Named reviews to follow the decision.
What to expect. The named reviewer receives a decision in Approvals. Adding a collaborator alone does not request a review.
Import work or restore a deleted Space
- For a migration, open Spaces → Import. Choose Connect Jira or Upload Jira or Trello export and review the import options for your source.
- To recover a deleted Space instead, open Spaces → Trash, locate the correct entry and select Restore.
What to expect. Return to Spaces and search for the imported or restored work.