Task options
Every task has an options menu (⋯) with everything you can do to it, grouped by what it acts on. What you see depends on your room role and on the task: a locked or completed task shows fewer options, and some options appear only in rooms or only when Jira is connected.
How to open a task's options
- Open the room's Tasks.
- Select the options (⋯) next to the task. The header shows the task's # number.
What each option does
| Section | Option | What it does |
|---|---|---|
| People | Assign user / Reassign user | Choose who owns the task. Pick Assign to agent to hand it to the AI. See Run a task with the agent. |
| Schedule | Set due date / Change due date | Pick the start and end date and time. |
| Schedule meeting | Book a meeting about the task. | |
| Reminder | Set reminder | Get a nudge when the work is due. See Reminders. |
| Estimate | Story points | Give the task points for sprint planning and burndown. |
| Jira | Issue type | For a task linked to Jira, set its issue type. |
| Organize | Add sub-tasks | Break the task into smaller tasks. |
| Add note / Detach note | Attach a note to the task. See Notes and pages on a task. | |
| Approval | Request approval / Cancel approval request | Ask the room's approver to sign the task off. See Approvals. |
| Actions | Drop this task / Bring it back | Close a task without completing it, with a reason, or reopen it. |
| Move to list, milestone or sprint | Move the task into another list, milestone or sprint. | |
| Forward task | Send the task on to another room. | |
| Sync task / Unlink task | Keep the task in sync with another room. See Sync tasks. | |
| Lock task / Unlock task | Stop edits while the task is decided or run. | |
| Files | Upload file / Attach room file | Attach a file from your device or from the room's Files. |
| Danger | Delete task | Remove the task. |
How to lock a task
- Open the task's options (⋯).
- Select Lock task.
A locked task shows a lock and can't be edited, moved or deleted until it is unlocked. Select Unlock task to open it again.
note
Only the room Owner can lock and unlock tasks. Owners, Editors and the person who created a task can assign it. Tasks assigned to the agent are locked while the agent runs them.
How to request approval
- Open the task's options (⋯) and select Request approval.
- The room's approver is asked to approve. The task shows Pending approval until they decide.
To withdraw the request, select Cancel approval request.