Guides

The Operation plugin is designed to help users and teams manage their daily work in an organized and trackable way. The first step to getting started is to create your first Task and Project.

📝 What is a Task?

A task is a specific piece of work to be completed. It contains the following:

• Must belong to a Team
• Has a Title, Description, Task ID, Status, and Assignee
• Can include additional properties like Cycle, Project, Due date, Labels, etc.

How to Create a Task

1. Click the “Create Task” button (found at the top or bottom right corner)
2. Enter a Task Title (e.g., “Prepare social media post”)
3. Write a detailed Description for the task
4. Select a Team (required)
5. Optionally, you can also set:
   • Assignee, Due Date, Labels, Project, Cycle
6. Click Save to create your task

📂 What is a Project?

A Project is a way to group and manage multiple tasks under one goal.
Examples include launching a new website, running a marketing campaign, or releasing a product update.

How to Create a Project

1. Go to Sidebar > Projects
2. Click the “Create Project” button
3. Enter a Project Name and Description
4. Select a Team
5. Optionally configure:
   • Milestone, Assignee, Status, Timeline, Labels, etc.
6. Click Save to create the project

🎯 Benefits

• Creating tasks helps clarify ownership and responsibility
• Projects help organize multiple tasks toward a shared objective
• Later, you can manage tasks and projects using Cycles, Teams, and Views

👉 Next Step:

Organize Your Work Using Teams and Cycles