Guides

3. Create a Task Process

  1. Go to Settings
  2. Select Task Process from the menu
  3. Click Add New Board, type "Tasks," and click Save
  4. Click Add New Process

    (Note: This is where you can define and manage task statuses and steps.)

  5. In the Name field, type "Task Workflow"
  6. Click Add Another Stage and type "To Do" in the Stage Name field
  7. Click Add Another Stage and type "In Progress" in the Stage Name field
  8. Click Add Another Stage and type "Under Review" in the Stage Name field
  9. Click Add Another Stage and type "Completed" in the Stage Name field
  10. 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.