Tasks

Tasks are the unit of work in Truetask. Each task lives on a list inside a board. You can keep them simple (just a title) or fill them with structured detail — descriptions, checklists, attachments, custom fields, comments, and tracked time.

Creating a Task

Click + Add at the bottom of any list, type a title, and press Enter.

AI-assisted creation

If AI is enabled for your account, a small icon appears next to each new task. Click it to auto-generate a description, suggest a checklist breakdown, or tag the task based on its title. Configure which AI helpers run in Display Preferences → AI on the board toolbar.

Opening a Task

Action	Opens…
Click a card (Kanban)	Side panel on the right
Double-click or Shift+Click	Floating, draggable window
Cmd/Ctrl+Click	Floating window at the click position
Click a row (List view)	Side panel
Shift+F on a row	Floating frame

Multi-frame mode

Enable Keep frames open in the board's Display Preferences → Behaviour to open multiple task windows at once — good for comparing two tasks side-by-side. Each frame is independently draggable and resizable.

The Task Detail View

Toolbar

At the top of the task detail, a toolbar provides quick actions:

Button	What it does
Checkbox	Mark complete (automatically moves to a done list if configured)
Favorite	Star the task — appears at the top of the Command Palette
Move	Move to another list or board
Color	Set the card's cover color
Copy link	Copy a direct URL to your clipboard
Archive	Remove from the board, preserve the data
Delete	Permanently delete the task and everything on it

Title

Click to edit inline. Changes save automatically when you click away or press Enter.

Description

The description field supports full Markdown:

• Bold, italic, strikethrough
• Headings, bullet and numbered lists
• inline code and fenced code blocks
• Links and inline images
• @mentions — reference a teammate and notify them
• #mentions — link to another task by typing # followed by its title

Descriptions are stored as Markdown, not HTML. The editor shows a live preview as you write.

Priority

Set a priority level — Low, Medium, High, or None. Priority can drive color, sort order in List view, and filter conditions.

Members

Click the members area to assign teammates:

• Search and toggle members on or off
• Assigned members appear as avatars on the card
• They're automatically notified and can watch the task for updates

Auto-assign

Turn on Auto-assign in Display Preferences → Behaviour to be added to every task you create.

Tags

Tags are board-scoped colored labels for categorization:

• Click the Tags area to add or remove tags
• Create new tags inline — type a name and pick a color
• Filter the whole board by tag to focus on a category
• Manage tags from the filter menu on the board toolbar

Dates

Two dates per task: Start (when work begins) and Due (the deadline). Either or both can be set.

• Overdue tasks show their due date in red on the card
• Tasks appear on the Calendar and Timeline views when dates are set
• Notifications can fire when a task becomes overdue, is due soon, or is upcoming

Checklists

Break a task into subtasks:

• Create multiple checklists per task, each with its own title
• Add items and check them off as they're completed
• Drag items to reorder within a checklist
• Drag a checklist between tasks to move it entirely
• Per-item members and due dates supported
• Progress is shown as a bar on the task card
• AI can generate a checklist from the task title when enabled

Attachments

Drag files onto the attachment area, or click to browse.

Preview-supported types include images, PDFs, video, and audio. Click any attachment to open the File Viewer:

• Navigate between files with ← / →
• Thumbnail strip along the bottom for multi-file tasks
• Download or open-in-new-tab from the toolbar
• Metadata (size, upload date, uploader) in the info panel

Custom Fields

Boards can define custom fields that appear on every task — text, number, date, select, multi-select, URL, or checkbox. See Custom Fields for the full guide.

Comments and Activity

Two tabs at the bottom of the task detail:

Tab	Content
Comments	Discussion thread with Markdown, @mentions, replies, and file attachments
Activity	Chronological log of every change — assignments, status transitions, field updates, etc.

Time Tracking

Start and stop a timer directly from the task toolbar, or log time manually from the activity feed. See Time Tracking for details.

Everyday Actions

Completing

Toggle the checkbox on the card or in the detail view. If the board has a done list configured, checking the box automatically moves the task there.

Moving

Method	How
Drag and drop	Between lists in Kanban view
Move button	In the task toolbar — pick a target list or board
Right-click	Context menu on any card
Bulk move	Select multiple tasks in List view, then use the bulk action bar

Copying Links

Click Copy link in the task toolbar to put a permanent URL on your clipboard. Paste it into a comment, chat, or email and anyone with access to the task can open it.

Archiving and Deleting

Action	What happens
Archive	Task disappears from the board but is kept. Restore from the board title menu → Archived Tasks.
Delete	Task and everything on it (comments, attachments, checklists) is permanently gone.

Delete is forever

Archive when you aren't sure. Delete only when you're certain.

Favorites

Star a task with the Favorite button in its toolbar. Favorites appear at the top of the Command Palette (Cmd/Ctrl+K), making them instantly jumpable from anywhere.