To manage a task, including options to delete, clone, lock, bookmark, or request approval, use the settings gear icon.
This icon is located on the right side of the task. Click it to access these settings, as shown below.
1. Deleting a Task:
- A task can be deleted only by its creator and only while it is currently assigned to them. If the task has moved to the next team—where you are not a member—or to another user’s board, it cannot be deleted.
- To delete a task, click the settings icon on the left side of the task sidebar and select the Delete option.
- When you delete a task, a confirmation prompt appears, shown below:
- After confirming, a message is shown stating that the task has been deleted.
2. Clone:
- To clone an existing task, open the task, click the settings icon, and choose “Clone.” The cloned task will be assigned to the same team, with you as the assignee, option shown below:
3. Lock a Task
- To lock a task, use the lock option from the task sidebar settings. This action locks the task name, description, and opens a new description.
Lock option shown below:
- A red lock icon will indicate that the task is locked, along with locked task name and its description,
- When a description is locked, a new description field opens for task owners or assignees to add future notes.
4. Add Favorite:
- To add a task as a Favorite, click the task settings icon and select “Add Favorite.”
- The Favorite task will display a filled star icon on the top of the task sidebar and the Add Favorite option will be shown as greyed out, shown below:
- The task will also appear on the left side under the Favorite Task icon, shown below:
5. Approval
- To create or send a task for an approval, select “Approval” from the task settings:
- Upon selection, an approval label appears in the task assignment details, allowing you to select the approval assignee and indicating that the approval process is in progress, as shown below.
- After making a selection, click the tick mark to save the approval. The task sidebar will close, and the task will be automatically sent to the selected approver.
6. Exporting Task:
To export a task, select the Export option. By default, Description is selected, and you can choose additional options as needed. Other available options include Approval, Email, Attachments, Activity Logs, Comments, Linked Tasks, Tags, and Followers.
