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.
Delete:
To delete a created task, you can click the settings icon on the left side of the task sidebar, shown below:
Clone:
To clone an existing task, select the task, click the settings icon, and choose “Clone.” The cloned task will be assigned to the same team, with you as the assignee, shown below:
Lock a Task
To lock a task, use the lock option in the task sidebar settings. This action locks the task name, description, and opens a new description. A red lock icon will indicate that the task is locked, shown below:
Bookmark:
To bookmark a task, click the task settings icon and select “Bookmark.”
The bookmarked task will display a filled star icon on the top of the task sidebar, shown below:
The task will also appear on the left under the My Board section, shown below:
Approval
To create or send a task for approval, select “Approval” in the task settings
The approval icon will highlight, allowing you to choose the approval assignee, and indicating the process is in progress. shown below:
