Guides

Operation — Manage Projects, Tasks, and Teams

The Operation plugin helps you organize and track your team's work through projects, tasks, and teams.

Tasks

The Tasks section helps you track individual work items.

How to open Tasks

1. In the left sidebar, click Plugins.
2. Select Operation.
3. Click My Tasks.

The Tasks page has tabs for:

• Assigned: Tasks assigned to you
• Created: Tasks you created

Creating a new task

1. Click the + Add task button.
2. The New task panel opens.

Fill in the task details:

• Task Name
• Status
• Priority
• Assignee
• Project
• Milestone
• Estimate (points)
• Start Date
• Target Date
• Tags
• Description

1. Click Save.

The task appears in your task list. The right sidebar shows the Task Report with progress and priority breakdown.

Creating a task for a team

When creating a task, you can assign it to a specific team.

1. In the New task panel, select the team from the dropdown at the top.
2. Fill in the task details.
3. Click Save.

Teams

The Teams section lets you create and manage operation teams.

How to open Teams settings

1. Go to Settings → Operation → Teams.

If no teams exist, you will see the No team yet empty state.

Creating a new team

1. Click the + Create team button.
2. The Add team panel opens.

Fill in:

• Icon
• Team Name
• Description
• Members

1. Click Create.

The team details page opens. Here you can:

• Edit the team name and description
• Manage team members
• Set estimate options
• Configure task statuses
• Set team cycles

Team projects and tasks

After creating a team, it appears in the left sidebar under Your Teams.

Click on the team to access:

• Projects: View projects assigned to this team

• Tasks: View tasks assigned to this team