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Tasks and the editor

Everything a task can hold, the New task form, the four editor tabs, sub-tasks, helpers, deadlines, files and comments.

Updated 11 Nov 2026 · 2 min read

A task is a card on the board. Click one and its editor opens on the right (on a phone, it slides up from the bottom). Everything saves as you type, for everyone.

The task editor with the Task, Plan, Files and Activity tabs
The editor: the title stays at the top; four tabs hold the rest.

The four tabs

TabWhat’s there
TaskStatus, priority, deadline, progress, sub-tasks and who’s helping.
PlanPhase, stage and sign-off, version and branch, decision matrix, start date, effort, “waits on” and repeat.
FilesGoogle Drive and OneDrive files, links, GitHub issues, linked parts and papers, and the lab notebook.
ActivityComments with @mentions, and the full change history.

Sub-tasks and progress

Ticking sub-tasks moves the progress bar.

Break a big job into a checklist. Drag sub-tasks to reorder them. When a task carries over, ticked sub-tasks come with it.

Helpers and “waits on”

Add up to two helpers: the task then shows in their Supporting row too. Link tasks that must finish first with Waits on; the Gantt draws an arrow and the waiting task is flagged until the other is done.

Example
Priya owns “Write results”. It waits on Sam’s “Run the tests”. When Sam marks the tests done, Priya hears about it straight away.

Deadlines and priority

Deadlines drive late flags, the timeline, reminder emails and the Monday digest. Priority runs Minor, Major, Critical and Blocker. Both show on the card.

Files

Attach from Google Drive, or paste a OneDrive or SharePoint share link. The file stays in your drive; the task keeps the link. If a file can’t be opened any more, the card says so and offers a one-click re-link.

Comments and history

Talk about the task where the task lives. Type @name to notify someone. Every change is in the history, and Ctrl+Z undoes your own last change.

A task that’s really a choice (“Pick a venue”) can hold a decision matrix: open the Plan tab and press ⚖ Compare options.