How to Manage Tasks in a Card
Learn how to create, complete, and delete tasks associated with a card in octapipe
Support Team
Last Update há 8 meses
Managing tasks in a card allows you to organize work into smaller steps, making tracking and execution easier. See how to do it below.
1st Step: Accessing the Pipelines/Cards Module
In the upper left side menu, click “Pipelines” or “Cards” to open the list of available cards.
1st Step: Accessing the Pipelines/Cards Module
In the upper left side menu, click “Pipelines” or “Cards” to open the list of available cards.
2nd Step: Finding and Opening the Card
- Select the pipeline where the card whose tasks you want to manage is located.
- Scroll through the list or use the search bar to locate the desired card.
- Click anywhere on the card to open the details modal.
3rd Step: Creating a Task
- Click the Tasks tab.
- Click “New Task”.
- Fill in Task Name, Due Date, and Owner (optional).
- Click “Create Task”.
4th Step: Completing and Deleting Tasks
• To complete: check the checkbox to the left of the task.
• To delete: open the task (eye icon) and click the trash icon.
• To complete: check the checkbox to the left of the task.
• To delete: open the task (eye icon) and click the trash icon.
Best Practices:
• Break large actions into smaller and more objective tasks.
• Set realistic deadlines for each delivery.
• Assign clear owners to avoid confusion about execution.
Conclusion:
You have learned how to create, complete, and delete tasks in a card in octapipe, ensuring better control and tracking of activities. If you have any questions, contact our support team.
• Break large actions into smaller and more objective tasks.
• Set realistic deadlines for each delivery.
• Assign clear owners to avoid confusion about execution.
Conclusion:
You have learned how to create, complete, and delete tasks in a card in octapipe, ensuring better control and tracking of activities. If you have any questions, contact our support team.