Set task status, priority, owner, assignees, and dates

Task fields make work accountable, searchable, and reportable. They decide where Tasks appear in List views, My Work, dashboards, Calendar, Timeline, Gantt, filters, and search.

These fields affect responsibility, timing, priority, reporting, and routing across the app.

Before you start

• You must have access to the Task.
• Editing Task fields requires the matching access for edit, status, assignment, comments, attachments, or settings.
• Available statuses, priorities, sections, tags, custom fields, time tracking, and estimate points depend on List setup and App Settings.
• Date-based views require valid dates to place Tasks correctly.

Core Field Reference

Field	What it means	Where it affects the app	Requirement or state
Task name	The primary work title.	Search, Lists, dashboards, links, notifications, Activity.	Edit access.
Description	Rich text context and instructions.	Task dialog and copied context.	Description enabled and edit access.
Status	Current progress state, such as active or done.	Board columns, grouping, dashboards, completion signals.	Status access.
Progress	Percent complete.	Task cards, dashboards, progress review.	Progress enabled and edit access.
Priority	Importance or urgency.	Filters, grouping, dashboard risk review.	Priority enabled and edit access.
Section	A List category.	Grouping, filters, Table columns, import mapping.	Sections enabled and edit access.
Owner	Person accountable for the Task.	My Work, dashboards, accountability review.	Owner/settings access when required.
Assignees	People assigned to contribute.	My Work, filters, personal load review.	Assignees enabled and assignment access.
Start	Planned start date/time.	Timeline, Calendar, Gantt, planning views.	Start date enabled and edit access.
Due	Planned due date/time.	Calendar, Gantt, overdue signals, reminders, dashboards.	Edit access.
Repeat	Repeat pattern for recurring work.	Future scheduling behavior.	Edit access.
Related to	CRM contacts or companies connected to the Task.	CRM records, filters, context review.	CRM enabled and assignment access.
Estimate points	Relative size or planning effort.	Planning quality and capacity review where enabled.	Points enabled and edit access.
Time estimate	Estimated duration.	Timesheets and effort review.	Time tracking enabled and edit access.
Tags	Labels for categorization and search.	Filters, search, reports, Task dialog.	Tags enabled and edit access.
Custom fields	Extra configured fields for the List.	Filters, Table, Task dialog, reporting.	Custom fields configured and edit access.
Attachments	Supporting files.	Task dialog and attachment review.	Attachments enabled, online, and upload/delete access.

Update status

1. Open the Task or inline status picker.
2. Choose the current status.
3. Confirm the Task moves to the expected group or board column.
4. Add a comment if the status change needs context.

Set priority

1. Open the Task.
2. Choose the priority that matches urgency and impact.
3. Use filters or dashboards to review high-priority work.
4. Revisit priority if timing or risk changes.

Set owner and assignees

1. Open the Task.
2. Set the owner when one person should be accountable.
3. Add assignees when multiple people need to contribute.
4. Confirm the Task appears in the right personal work views.

Add start and due dates

1. Open the Task.
2. Add a start date when planning needs a start window.
3. Add a due date when the Task has a deadline.
4. Check Calendar, Timeline, or Gantt if the Task should appear there.

Set repeat

1. Open the Task.
2. Open Repeat.
3. Choose the repeat pattern that matches the expected cadence.
4. Avoid repeat settings on one-time Tasks.

Add estimates

1. Open the Task.
2. Add estimate points when relative size matters.
3. Add a time estimate when duration matters.
4. Split estimates by assignee when the Task needs per-person planning.
5. Save or set the estimate before closing the picker.

Add related CRM records, tags, or custom fields

1. Open the Task.
2. Use Related to for contacts or companies.
3. Add tags for search and filtering.
4. Fill custom fields that the List uses for reporting.
5. Confirm filters and Table columns reflect the new values.

Troubleshooting

You cannot change status

• Symptom: The status field is disabled.
• Cause: You may not have status access for the List or Task.
• Resolution:
  1. Ask the List owner or Space admin to confirm status access.
  2. Ask an authorized user to update the status if urgent.

Owner or assignee is missing from the picker

• Symptom: A person is not available to select.
• Cause: The person may not be an active Space member, may not have access, or the member list may not be synced.
• Resolution:
  1. Confirm the person is an active Space member.
  2. Confirm they have access to the List or private Task.
  3. Refresh after sync completes.

The Task does not appear in My Work

• Symptom: You expect the Task in My Work, but it is missing.
• Cause: The Task may not be owned by you, assigned to you, dated correctly, or visible under current My Work filters.
• Resolution:
  1. Confirm owner and assignee fields.
  2. Check due date and status.
  3. Review active My Work filters and date range.

The Task is missing from Calendar, Timeline, or Gantt

• Symptom: The Task is visible in a Checklist or Table view but not in a date-based view.
• Cause: The required date fields may be empty, invalid, outside the current range, or filtered out.
• Resolution:
  1. Add or correct dates.
  2. Clear filters.
  3. Check the view date range.
  4. Use Table view to verify field values.

A field is missing

• Symptom: Priority, progress, section, tags, estimates, time tracking, custom fields, related CRM records, or attachments are not visible.
• Cause: The feature may be disabled in App Settings or unavailable for your access level.
• Resolution:
  1. Check App Settings.
  2. Ask the List owner or Space admin to verify the field should be enabled.
  3. Confirm your role can edit that field.

FAQ

Is owner the same as assignee?

No. Use owner for accountability. Use assignees for people assigned to contribute.

Should every Task have a due date?

Use due dates when timing matters. Tasks without due dates can still be valid, but they may be harder to schedule and review.

Should I use estimate points or time estimate?

Use estimate points for relative size. Use time estimate when duration or time tracking matters.