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Add a task with notes, tag and status

To add a detailed task, open Task, click Add Task at the top and fill in the Title, Notes, Due Date, Priority, Status and Tag. Click Save Task. To change a task later, click Edit on its card, update the fields and save. Status can be Open, In Progress, Completed or Cancelled.

For: EveryoneWeb

How to add a task with notes, tag and status

  1. Click the Task icon in the top bar.
  2. Click Add Task, or click Edit on an existing task.
  3. Fill in the fields you need.
  4. Click Save Task.

When to use it

Anita creates "Prepare board deck", due Friday, status In Progress, tag Q3, with notes on which numbers finance still has to send.

Options

Field What it does
Title What needs doing.
Notes Any detail you want to keep with the task.
Due Date When it is due. Shortcuts: Today, Tomorrow, Next Week.
Priority Low, Medium or High.
Status Open, In Progress, Completed or Cancelled.
Tag A word of your own, such as a project name, to group tasks.

Good to know

  • Reset clears the form. Cancel closes it without saving.
  • Tags are free text, so type them the same way each time to keep tasks together.
Was this page helpful? Updated 2026-10-28