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How Can I Collaborate on a Task?

Collaborate with your team members easily by adding comments and files to tasks.

 

Navigating the Task Card

Here's what you can find on the task card:

  • Task approvals
  • Planned vs. actual data
  • Custom fields
  • Comments
  • Progress
  • Duration
  • Description
  • Hours
  • Cost
  • Tags
  • Priority level
  • Subtasks
  • Date

Adding Files

You can add one or multiple files to a task by clicking the paperclip icon in the top menu on the Gantt or in the task description or a comment. You can also add files in the task popup by clicking the "Drag and drop or browse" text in the attachments section to browse and select a file, or by simply dragging and dropping the file into the task popup.

 

 

You see all files added to a project by navigating to the files page. If you add a file to a project, all team members with access to that project will be able to access the files page.

 

Add Comments in the List, Board and Gantt Views

Comments will appear on the right side of the task card in the board and list view, or in the info column on the Gantt if the task belongs to a project.

 

Note: The Gantt is only available on Team and above.

Need access? Upgrade your plan today.

 

To add a comment on the list or board view, go to the bottom of the task, enter your comment, and click enter. You can add files, emojis, formatting or @ mention a team member. Once a comment has been added, you can add an emoji to the comment by clicking the smiley face button.

 

 

When your team members have added new comments, the comment icon to the right of the date on the list or board will be bold until you have read the comment.

 

Note: New comments will also trigger an email alert and in-app notification, depending on your preferences. If you @ mention another team member in a comment, they'll receive an automatic alert.

 

If you have additional questions on how to collaborate on a task, please contact us at support@projectmanager.com!