3. Create a Task Process
Updated Apr 30, 2025
- Go to Settings
- Select Task Process from the menu
- Click Add New Board, type "Tasks," and click Save
Click Add New Process
(Note: This is where you can define and manage task statuses and steps.)
- In the Name field, type "Task Workflow"
- Click Add Another Stage and type "To Do" in the Stage Name field
- Click Add Another Stage and type "In Progress" in the Stage Name field
- Click Add Another Stage and type "Under Review" in the Stage Name field
- Click Add Another Stage and type "Completed" in the Stage Name field
- Click Add Another Stage and type "Archived" in the Stage Name field
💡 Things to note:
- You can create as many stages as needed, depending on your workflow.
- Avoid unnecessary complexity — keep your stages meaningful and minimal.
- You can customize each task stage with labels, deadlines, and assignees.