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Create project tasks
Create project tasks

Create tasks and start planning and tracking the progress of specific projects

Héctor Emperador avatar
Written by Héctor Emperador
Updated over a week ago

Creating tasks is an essential step in completing your project in Holded. The tasks represent each of the actions that you must carry out to finish said project and achieve your final objective.

To create a task in Holded, follow these steps:

  1. Go to Projects , in the navigation bar

  2. Go into the project you want to add the task to. If you do not have any project created yet, you must create one first.

  3. Once inside the project, click the "Board" or "Backlog" tab

    Not all projects contain the Board or Backlog tab

  4. Click "+ Add Task" at the bottom of a list

  5. Enter a task name, and press "Enter" on your keyboard to confirm task creation

  6. Click on the task you just created

  7. Fill in the basic information , such as name, description, comments, etc

Once all the information is filled in, the task will appear in the corresponding list.

Once the task is created, you can edit it at any time, add comments, attach files, or assign tags for easy tracking.

It is important to note that before creating a task it is advisable to have a prior plan for the project, establishing objectives, times and resources needed to complete the tasks.

How to fill in task information

1. Basic information

  • Task name : You can click here to edit the task name.

  • Description : Use this space to include a description of the task.

  • Comments : Click here to add comments to the task. You can reference other project members by entering the @ symbol.

  • Link to task - This indicates specifically where the task is located in the project. You can click the copy icon that will appear to copy the link to the task so you can share it.

  • Three-dot menu - Click here to access the following options: Archive, Transfer Assignment, Duplicate, Delete.

2. Properties

  • Tags : tags associated with the project

  • Status : status of the task

  • Type : task type

  • Assigned To: team member to whom the project is assigned

  • Reporter: person who reports the task, that is, its creator

  • Priority: priority of the project

  • Story points: metric used in the management and development of agile projects to estimate the difficulty of implementing a given user story. It is an abstract measure of the effort required to implement it. In simple terms, a story point is a number that tells the team how difficult the story is.

  • Estimated time: estimated time to complete the task

  • Time logs: time logged/spent by team members on this task

The properties largely depend on the selected project type

3. Extra information

  • Start Date : date the task starts

  • Due date: end or delivery date of the task

  • Checklists: add subtasks as a list

  • Files: attaches or associates documents to the task

  • Relationships: with this functionality you can specify if a specific task is related to another task already created: if it is duplicated, blocks the execution of a specific task or if is being blocked by another existing task. A search engine will appear so you can find the tasks already created and you can relate them.

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