Z-Cloud Help Center

Creating and Managing Tasks

Learn how to create new tasks, edit details, update status, and use labels and priority levels in Z-Tasks.

Creating a New Task

  1. On the Kanban board, click + Add task in any column.
  2. Enter a title — a brief description of the work to be done.
  3. Press Enter to create it quickly, or click on the task to open its details.

Task Details

Click on a task to open and edit it:

  • Title — The task name.
  • Description — Detailed content, requirements, and notes. Supports rich text formatting.
  • Assignee — Select the team member responsible.
  • Due date — Set a completion date.
  • Labels — Add classification labels (Bug, Feature, Urgent, etc.).
  • Priority — High, Medium, or Low.
  • Attachments — Attach related documents and images.

Updating Status

There are two ways to change a task's status:

  1. Drag and drop — Drag the task to a different column on the Kanban board.
  2. In the details — Open the task → change the status from the dropdown.

Labels and Priority

Use labels to categorize tasks:

  • Color labels — For example: red for "Urgent", green for "Improvement".
  • Priority levels — Help sort which tasks should be done first.

Deleting a Task

Open the task → click the "..." menu → select Delete. The task will be moved to the trash.

Tip: Write clear task titles that start with a verb. For example: "Design homepage", "Review Q1 report", "Send contract to Client A".

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