How to Create or Modify a Task?

You can create a task in zipBoard from the Task Manager or while reviewing a file, then edit it any time from the Task Manager or the review board, one task at a time or in bulk. Tasks make project-specific actions or requirements identifiable and accountable.

Each task can have a "Type" value to indicate a general task, bug, enhancement, or feature.

How do I add a new task?

All collaborators, managers, and owners on a project can create tasks. There are two ways to add a task.

Add a task from the Task Manager

1. Log in to zipBoard.
2. Select the project you want to add the task to.

   

3. Click Tasks in the left menu bar.

   

4. Click the Add Task button.

   

5. Enter the information for your task and click Add.

   

6. The task properties panel opens. Add or update the following information:

   Field	What to enter
   Add Description	Describe the action that needs to be taken. Click the tick button when you're done to save it.
   Add Comments	Add pointers for your team to make things clear. Follow-up discussion about the task can happen in the comments.
   Type	Select the type of task: a general Task, or a specific Bug, Enhancement, or Feature.
   Priority	Set the priority level: Low, Medium, High, or Critical.
   Status	Select or update the status of the task: Open Open - Client Input In Progress In Progress – Defer Resolved Closed Closed – Won't Fix Closed – Duplicate Re-open
   Boards	Select the project stage or milestone the issue or task belongs to.
   Watchers	Add team members who should get automatic updates on the task.
   Tags	Add keywords or labels to index and organize tasks.
   Attach Files	Upload files related to the task, such as images, Word documents, or ZIP files. Attachments like a sample reference image or a spec doc give team members extra context for resolving the task.

   The panel also shows system information for reference, such as the reporter, creation date, last updated date, and browser and OS info.

   

7. When the description and other details are correct, close the task panel by clicking the X in the upper-right corner.

Add a task during a review

You can also create a task on a specific file while reviewing it:

1. Log in to zipBoard.
2. Select the project you want to add the task to.
3. Click Uploads in the left menu bar.
4. Click Review on the file.

   

   

5. Select an annotation tool (Comment, Pencil, Arrow, or Rectangle) and click the area where you want to highlight an issue and add your task.

   

6. Edit the task properties the same way as when adding a task from the Task Manager (step 6 above).

How do I edit a task?

1. Open the project from the zipBoard dashboard.
2. Click Tasks in the project menu bar.

   

3. Click the task you want to modify, or click the pencil icon on the task. The pencil icon is available on both the Review Board and the Task Manager.

   

4. Make your changes. You can change the task's priority, type, and status, add a description, and assign it to a collaborator.

   

Edit multiple tasks at once (bulk edit)

1. Select the boxes beside the tasks you want to include.
2. Click the Edit button at the top of the task list.

Next, learn how to convert comments to tasks.