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.
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.
While adding a task, it’s better to add various details to it. You can:
For your convenience, you can use a hashtag to set a parameter quickly. Just type ‘#’ after a task’s name and you should see a pop-up with all available options.
If the list is too long, start typing the parameter’s name (e.g. ‘ap’ for ‘april’). The list of suggestions will be shorter and it will have only these options with given word or phrase.
Do you need to specify how often a task should repeat? Before setting 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.
You can also set the repeat parameter in the task details panel:
All currently available options are:
Once you create a task, you can change its parameters:
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:
If you want, you can work on several tasks at once. To select them, tap on the project menu (3 dots next to the project name) and choose “Select tasks.”
Choose the tasks you want to edit and tap the “Change” button at the bottom of the app. As you can see, you can change many different things here.
You can complete these tasks, abandon them, mark them as a priority, mark them as unread, move them to another project or section, delegate them to one of your team members, add tags, due date, or a reminder to them.
Once you are done editing, tap “Done” to save the changes.
Pro-tip: You can also enter the multi-edit mode more quickly.
On macOS, you can ⌘click to select the first task and enter edit mode. Then you can simply click to toggle task selection. It is also possible to ⌘Click and select a range with ⇧Click.
In Windows, you can select the first task with Ctrl+Click and switch to edit mode. Then select the last task with Shift+Click and set the range of the chosen tasks.
Open a task and tap on the three dots to view the task’s details.
Here you can:
Sometimes you need to check who and when created a task. And you can do that in Nozbe. 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.
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.
When you clone a single task, all its attributes are also copied. That means 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 you will become its author if you clone a task.
If you are done with a task, you can do a few things with it.
Once you finish working on a task, you can check 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 list.
After 3 am, tasks will be archived, and they 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.
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 list.
You can delete it if you are 100% sure that you don’t need the task anymore. 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 creating 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.
Please, note that this change is irreversible and you won’t be able to restore the deleted task.
In Nozbe, you can drag pictures or screenshots and drop them in the comments to create attachments.
If you drag a file and drop it on the project’s main screen, you will create a task with this file attached.
Please, note that this works only on the web version.
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 tasks chains using task links.
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 access that task from anywhere quickly. 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:
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:
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 work progress 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:
Then, whenever you wish to check on the progress of work on your chain, 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.
In that task, you can also set up a reminder for yourself. 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? Click on the hyperlink to be moved to that task, and mention them in a comment there!