Quick Task Management

Simply right-click on any task (or click the ellipses ... ) to reveal the Quick Task Management Menu with the following options:

• Convert the task to a subtask

• Add Dependencies

• Make the task recurring

• Duplicate the task

• Move the task

• Merge the task

• Archive the task

• Add the task to LineUp (with ClickApp enabled)

• Mark the task as a Milestone (with ClickApp enabled)

At the top of the Management menu, you'll see symbols that will allow you to:

• Open the task in a new tab

• Send task to tray

• Copy the URL link of the task

• Copy the task's ID

• Rename the task

• Create a new task

• Email task creation instructions

• Delete the task

In List View

In Board View

Quick changes for Folders and Lists

Right-click a Folder (or select the ellipses ... ) in your sidebar and choose to:

• Create an entirely new List within the Folder

• Create a List from a template

• Edit folder statuses

• Edit Folder custom fields

• Move the Folder to a new location

• Copy the Folder

• Reorder Lists alphabetically

• Save the Folder as a template

You'll also be able to copy a link to the Folder, rename it, archive it, or delete it altogether.

Clicking on the ellipses next to a List will yield similar options, with the addition of creating a new task, email task creation instructions, and the ability to edit the List’s custom statuses and custom fields.

Pro Tip

You can also right click on tasks in the Calendar View!

Want to learn more?

• The Ultimate Guide to Event Project Management