Creating tasks

There are two quick ways to create a task in Gridflo, and both open the same New Task dialog.

Two ways to add a task

  1. From anywhere: click Add Task under Quick Actions in the sidebar. It's always available, no matter which page you're on.
  2. From a board: open any project under Tasks in the sidebar and click + Add Task on the board.
The New Task dialog with Title, Project, Status, Priority, When, and Auto Scheduling fields
The New Task dialog — only the title is required, everything else is optional.

The New Task dialog

  • Title: the only required field — just describe what needs to be done. You can also pick an emoji for the task.
  • Project: which project the task belongs to. If you don't choose one, it goes to your Default Project.
  • Status: the board column the task starts in, such as To Do.
  • Priority: Critical, High, Medium, Low, or no priority.
  • When: when the task should happen — ASAP, Today, This Week, Next Week, By Date, or Someday. Gridflo fills in a due date for you based on your choice.
  • Auto Scheduling: optionally assign a schedule so Gridflo can block out time for the task on your calendar. See Scheduling and priorities for how this works.

More details

Click More details to expand extra fields: a description, a duration estimate, tags, and links to related notes, people, or goals. If you picked By Date, you can also set a start date, and once the task has a due date you can add reminders.

When you're done, click Add Task. The task appears on its project board right away — read Projects and boards to see where it lands.

Still need help? Use the in-app feedback option or email hello@gridflo.app.

← Back to Tasks & Projects