Add tasks

With your structure in place, begin adding tasks to break down your work into actionable items. Assign responsibilities, set deadlines, and provide details to keep work clear and trackable.

You can create a task from different locations in your workspace, giving you flexibility depending on your workflow.

If you’re moving to TaskFord from another platform, or currently managing your work in Excel or Google Sheets, there’s no need to start from scratch.

You can easily import your existing tasks into your board and continue working without disruption.

Create tasks from anywhere (cross-board)

TaskFord lets you create tasks from anywhere in your workspace, giving you the flexibility to choose which board they belong to.

Option 1: From the top bar

You can create a task from anywhere in your workspace using the global top bar.

1. In the top bar of your site, click + Create button.
2. Select Task from the dropdown menu.

3. The Task Details panel will open as a side panel or modal pop-up. From here, you can configure your task:

• Enter the task name
• Select a Board where you want to add the task
• You can also add optional task details such as: assignee, start date, due date, priority, or group as needed.

4. Click + Create to add the task.

4. Click + Create to save the task.

Option 2: From All tasks page

1. Navigate to the All tasks page from the sidebar.
2. Click + Task on the top right of the Task List.

3. The Task Details panel will open as a side panel or modal pop-up. From here, you can configure your task:

• Enter the task name
• Select a Board where you want to add the task
• You can also add optional task details such as: assignee, start date, due date, priority, or group as needed.

4. Click + Create to add the task.

Create tasks within a board

Use these options when you’re working inside a board and want to quickly add new tasks without leaving your current view.

The available options include creating a task from the toolbar and from board views:

Option 1: From the toolbar

1. Open the board where you want to add tasks.
2. Click + New Task button in the top-left corner of a toolbar view (Table, Kanban, Schedule, or Gantt)

3. This will open the Task Details as a side panel on the right or as a modal pop-up.
4. Enter the task name. You can also add optional task details such as: assignee, start date, due date, priority, or group as needed.
5. Click + Create to add the task.

Option 2: From board views

You can create tasks in multiple views, including:

Table view

To add a new task, follow these steps:

1. Click + Add task at the bottom of the table.
2. Type the name of the task directly into the text field.
3. Press Enter to create the task. A new row will appear in the table for your task.

Once created, you can add additional details in the corresponding columns, such as assignee, start date, due date, and more.

Kanban view

You can create a task directly from the Kanban view in two different ways, depending on how you prefer to work.

Option 1: Inline task creation

You can quickly add tasks directly within a column, without opening the full Task Details panel.

1. Scroll to the bottom of the column where you want to add the task.
2. Click + Add task at the bottom of the column.
3. Enter the task name in the field provided. Optionally, select an Assignee, Priority, or Group if needed.
4. Press Enter or click Add to create the task.

Option 2: From the column header

1. Click the three dots (⋯) in the header of the desired column.
2. Select + Add task from the dropdown menu.
3. Enter the task name in the field provided. Optionally, select an Assignee, Priority, or Group if needed.
4. Press Enter or click Add to create the task.

Gantt view

To add a new task in the Gantt view, follow these steps:

1. Scroll to the bottom of the task list.
2. Click + Add Task in the bottom-left corner.
3. Type the name of your new task in the input field.
4. Press Enter to create the task.