Claim, Assign, and Complete Tasks

Open tasks

Go to Sidebar → Tasks (/workspaces/:id/tasks).

Create a task

1. Create a new task with a title and (optional) description.
2. Set priority, tags, and a due date if needed.
3. Assign it to a person or team—or leave it unassigned for someone to claim.

Claim a task

If your workspace supports claiming, you can claim unassigned work from the task UI. Claiming marks you as the current owner of the task.

Move tasks through the Kanban

1. Drag a task card to a new status column, or change the status from the task details panel.
2. Save changes if prompted.

Troubleshooting

I can't assign tasks to someone

Confirm the person is a workspace member and your role has the permission to assign tasks. If your workspace uses custom roles, check Sidebar → Roles.

I can't edit tasks

Your role may not allow editing. Ask an admin to update your role permissions.

Related articles

• Roles & Permissions
• Checklists & Custom Fields