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Tasks in Nozbe Teams

How to add a new task?

To add a task, go to your Priority, Single task or a Project view and tap on a big ‘+’ button in the bottom right-hand corner. You will create a new task in the current view.

how to add new tasks

Try to populate your projects with specific, actionable tasks. This way, you’ll show your team what exactly needs to be done to push things forward.

Task’s Parameters

While adding a task, it’s better to add various details to it. You can:

  1. specify whether or not you want the task on top or at the bottom of your task list,
  2. delegate the task to someone else,
  3. add a due date,
  4. set a recurrence,
  5. add a reminder,
  6. add a star.

Advanced Recurrences

Do you need to specify how often a task should repeat? Before you set up a “repeat” parameter on a task, make sure to set the due date first. Otherwise, you won’t be able to add a recurrence. The due date set is the start date of your recurring task.

When you create a new task, you can add the recurrence by clicking on the small calendar icon. Then you have to choose a starting date and the repeat option you want for that task.

Setting Repeat via parameter

You can also set the repeat parameter in the task details panel:

Setting Repeat in Details

Available recurrences

All currently available options are:

How can I edit a new task?

Once you create a task, you can change its parameters:

Task details
  1. Tap here to change the project this task belongs to
  2. If you create a task in a shared project or if you move it to one, you can delegate it to someone else. Tap on this button to delegate the task.
  3. You can also set a due date for the task.
  4. If a project is divided into sections, you can decide which section your task should belong to
  5. Add a tag to the task.
  6. If you don’t want to miss the deadline, set a reminder for your task. You will receive a notification about an upcoming task.

If you tap on the attribute, you can use the search option (the magnifying glass icon). It will help you find the specific project, section or person.

Search is available for the following parameters:

Task’s Details

To view the task’s details, open a task and tap on the three dots.

Display the task's details

Here you can:

How to Check Who and When Created a Task?

Sometimes you need to check who and when created a task. And you can do that in Nozbe Teams. Just scroll the comments all the way up and tap on the grey text “Task created.” You will see the task’s creator and when that team member added the task.

Check when the task was created

How to Clone a Task?

If you want to clone a task, you need to open it, tap on the three dots, and select the “Clone” option. Then you can choose the name for the copy and confirm your decision by tapping on the “Clone this task” button.

How to clone a task

When you clone a single task, all its attributes are also copied. That means that the cloned task will have the same reminders, due dates, tags, etc., as its original.

As for comments, you will see only the pinned ones in your cloned task. So if you need a comment to be copied, you need to pin it first. Also, the first comment in the clone task will be a comment with a link to the original task. That way you will never lose the original.

Please note that if you clone a task, you will become its author.

How to complete a task

If you are done with a task, there are few things you can do with it.

Complete a Task

Once you’re done working on a task, you can complete it by checking off the circle to the left of its name.

Completed tasks get crossed out of the list, and when you change the view, they go to the “Completed today” section located at the bottom of the task list.

Complete a task

After 3 am, they will be archived and will disappear from your list. You’ll be able to review them any time by choosing the “Show all the completed” option in the project menu under the “…” button.

Abandon a task

What if the task isn’t completed, but you don’t need it anymore? You can abandon it. That way, you won’t see it on your list anymore. Remember: you don’t need to delete that task because who knows- maybe you will want to reaccess it in the future. If you delete it, it won’t be possible.

Just open the task, tap on the 3 dots, and choose “Abandon a task.” Abandoned tasks get crossed out of the list, and when you change the view, they go to the “Abandoned today” section located at the bottom of the task list.

Abandon a task

Delete a Task

If you are 100% sure that you don’t need the task anymore, you can delete it. When you wish to delete one of your tasks, click on the three dots in the upper right corner and choose the “Delete” option. Please remember that you can do it only for five minutes after you create a task.

Delete a task

If you want to delete an older task, you need to abandon it first. To do so, click on the same three dots in the corner and tap on the “Abandon a task” option. After you abandon it, the “Delete” option appears, and you can choose it.

Delete an older task

Please, note that this change is irreversible and you won’t be able to restore the deleted task.

Drag and drop

In Nozbe Teams, you can drag pictures or screenshots and drop them in comments to create attachments.

If you drag a file and drop it in the project’s main screen, you will create a task with this file attached.

Please, note that this works only on the web version.

ProTip: How to handle a chain of tasks in Nozbe Teams

Sometimes, a task may rely on other tasks to be performed before it is marked as done. We will show you a neat trick that will help you handle such chains of tasks using task links.

What is task dependency?

Task dependency is the relationship between different tasks that requires us to perform them in a specific order. For example, you can’t send an offer to your customer if your co-worker hasn’t prepared it beforehand.

You can point out the correspondence of different tasks by using task links in comments.

Task link is a unique hyperlink that allows you to quickly access that task from anywhere. To copy the link to your task, click the “…” in the task details’ view and choose “Copy task link.” When you paste that link in a comment, it will be transformed into a hyperlink, showing the name of the linked task:

How to create a link to your task

When anyone clicks on it, the app will move them to that task, where they can see its details and work progress. It also works when the linked task belongs to a different project.

Also, when the hyperlinked task is completed, it will be displayed as crossed out in your comment:

How does a completed task look like

Creating a chain of tasks

Thanks to task links in the comments, you can create a reference guide for a complex chain of tasks. This way, you will easily track the progress of work on your goals - even if they require multiple tasks from different projects to be performed in a specific order.

To start, create a task in which you will track the progress. Here, put all links to the related tasks in a comment - for example, in the form of a checklist:

How to create a chain of tasks

Then, whenever you wish to check on the progress of work on your chain, simply open that task. All tasks that have been completed will be crossed out. Thanks to that, you will quickly see what remains to be done.

You can also set up a reminder for yourself in that task. This way, you won’t forget about checking out what’s changed and how the work is going.

Want to let the person responsible for the next task know that they can start working on it? Simply click on the hyperlink to be moved to that task, and mention them in a comment there!