Beginner

Tasks

Create, organize, and track tasks with powerful features like subtasks, dependencies, and custom fields.

Tasks are the fundamental building blocks of work in Tapioca. Whether you’re tracking bugs, features, or any type of work item, tasks help you organize and monitor progress.

Creating Tasks

Quick Create

The fastest way to create a task:

  1. Press N anywhere in the app, or
  2. Click the + New Task button

[Screenshot: Quick create task modal]

Enter just the title and press Enter to create immediately. You can add details later.

Full Task Form

For more detailed tasks, use the full form:

1

Open Task Form

Click '+ New Task' and then 'More Options', or press Shift+N

2

Enter Details

Fill in title, description, and other fields

3

Set Properties

Assign to someone, set priority, add labels

4

Create Task

Click 'Create' or press Cmd/Ctrl+Enter

[Screenshot: Full task creation form]

Task from Template

Use templates for recurring task types:

  1. Click + New TaskFrom Template
  2. Select a template
  3. Customize the pre-filled fields
  4. Create the task

Create Your Own Templates

Go to Settings → Task Templates to create templates for your common task types.

Task Properties

Every task has properties that help organize and track work.

Core Properties

PropertyDescription
TitleBrief description of the task (required)
DescriptionDetailed information, supports Markdown
StatusCurrent state: To Do, In Progress, Done, etc.
PriorityUrgency level: Low, Medium, High, Critical
AssigneePerson responsible for the task
Due DateWhen the task should be completed

Project & Organization

PropertyDescription
ProjectWhich project the task belongs to
SprintSprint assignment (if using sprints)
MilestoneAssociated milestone for tracking
LabelsCustom tags for categorization

Time & Effort

PropertyDescription
EstimateExpected time to complete (e.g., “2h”, “1d”)
Time LoggedActual time tracked against the task
Story PointsComplexity estimate for sprint planning

[Screenshot: Task detail view showing all properties]

Task Views

Tapioca offers multiple ways to view and organize your tasks.

Kanban Board

Visual board with columns for each status.

[Screenshot: Kanban board view]

Features:

  • Drag and drop tasks between columns
  • Customize columns per project
  • WIP (Work in Progress) limits
  • Swimlanes by assignee, priority, or label

Keyboard shortcuts:

  • / - Move task to next/previous column
  • / - Navigate between tasks
  • Enter - Open task detail

List View

Traditional list format with sorting and grouping.

[Screenshot: List view]

Features:

  • Sort by any column
  • Group by status, assignee, priority, etc.
  • Inline editing of properties
  • Bulk selection and actions

Calendar View

Tasks displayed on a calendar by due date.

[Screenshot: Calendar view]

Features:

  • Month, week, and day views
  • Drag to reschedule tasks
  • See workload distribution
  • Color-coded by project or priority

Timeline View

Gantt-style timeline showing task duration and dependencies.

[Screenshot: Timeline view]

Features:

  • Visual dependency lines
  • Drag to adjust dates
  • Critical path highlighting
  • Resource allocation view

Working with Tasks

Editing Tasks

Click any task to open its detail view:

[Screenshot: Task detail panel]

  • Quick edit - Click any field to edit inline
  • Full edit - Click “Edit” button for complete form
  • Keyboard - Press E to edit selected task

Task Descriptions

Task descriptions support full Markdown:

## Problem
Users can't export reports to PDF.

## Steps to Reproduce
1. Go to Reports
2. Click Export
3. Select PDF format

## Expected Result
PDF file downloads

## Actual Result
Error message: "Export failed"

[Screenshot: Task description with Markdown rendered]

Mentions

Use `@username` to mention team members. They'll receive a notification.

Changing Status

Multiple ways to change task status:

  1. Drag and drop - On Kanban board
  2. Status dropdown - In task detail or list view
  3. Keyboard - Press 1-9 for status columns
  4. Quick actions - Right-click menu

Assigning Tasks

Assign tasks to team members:

  1. Click the assignee field
  2. Search or select from the dropdown
  3. Or type @ in task description to assign via mention

Self-Assign

Press `A` then `M` to quickly assign a task to yourself.

Subtasks

Break large tasks into smaller, manageable pieces.

Creating Subtasks

1

Open Parent Task

Click on the task you want to add subtasks to

2

Add Subtask

Click '+ Add Subtask' or press S

3

Enter Details

Add title and optionally other properties

4

Repeat

Add more subtasks as needed

[Screenshot: Task with subtasks]

Subtask Properties

Subtasks inherit some properties from their parent:

  • Project
  • Default assignee (can be changed)
  • Labels

Subtasks have their own:

  • Status
  • Priority
  • Due date
  • Time tracking

Progress Tracking

The parent task shows subtask progress:

  • Progress bar showing completion percentage
  • Count of completed vs. total subtasks
  • Roll-up of time estimates and logged time

Auto-Complete

When all subtasks are done, Tapioca can automatically mark the parent task as complete. Enable this in Settings → Tasks.

Dependencies

Link tasks to show which must be completed before others.

Dependency Types

TypeDescription
BlocksThis task must be done before the linked task can start
Blocked byThis task can’t start until the linked task is done
RelatedTasks are related but not dependent

Adding Dependencies

  1. Open the task detail
  2. Click Dependencies section
  3. Click + Add Dependency
  4. Search for the related task
  5. Select the dependency type

[Screenshot: Task dependencies section]

Dependency Visualization

Dependencies are visualized in:

  • Timeline view - Lines connecting dependent tasks
  • Task detail - List of blockers and blocked tasks
  • Warnings - Alerts when starting blocked tasks

Circular Dependencies

Tapioca prevents circular dependencies (A blocks B, B blocks A). You'll see an error if you try to create one.

Comments & Activity

Adding Comments

Discuss tasks with your team:

  1. Open the task detail
  2. Scroll to the Comments section
  3. Type your comment (Markdown supported)
  4. Press Cmd/Ctrl + Enter to post

[Screenshot: Task comments section]

Comment features:

  • Markdown formatting
  • File attachments
  • @mentions for notifications
  • Edit and delete your comments
  • Reactions (emoji)

Activity History

The Activity tab shows everything that happened to a task:

  • Status changes
  • Property updates
  • Comments
  • Time entries
  • File uploads

[Screenshot: Task activity history]

Filter Activity

Click the filter icon to show only specific activity types, like just comments or just status changes.

Attachments

Attach files to tasks for reference.

Uploading Files

  • Drag and drop - Drop files onto the task detail
  • Click to upload - Click the attachment area
  • Paste - Paste images directly into comments

Supported Files

  • Documents (PDF, Word, Excel, etc.)
  • Images (PNG, JPG, GIF, SVG)
  • Archives (ZIP, RAR)
  • Code files
  • Maximum file size: 25MB (configurable)

[Screenshot: Task attachments section]

Bulk Actions

Perform actions on multiple tasks at once.

Selecting Tasks

  • Click + Shift - Select a range
  • Click + Cmd/Ctrl - Add to selection
  • Checkbox - Click individual checkboxes
  • Select All - Cmd/Ctrl + A

Available Bulk Actions

  • Change status
  • Change assignee
  • Change priority
  • Add/remove labels
  • Move to project
  • Add to sprint
  • Delete tasks

[Screenshot: Bulk action toolbar]

Filtering & Search

Quick Filters

Use the filter bar for common filters:

[Screenshot: Filter bar]

  • My Tasks - Assigned to me
  • Unassigned - No assignee
  • Due Today - Due date is today
  • Overdue - Past due date
  • High Priority - Critical or High priority

Advanced Filters

Click Filters for powerful search:

status:in-progress assignee:me priority:high due:<7d

[Screenshot: Advanced filter builder]

Saved Views

Save filter combinations as views:

  1. Apply your filters
  2. Click Save View
  3. Name your view
  4. Access from the Views dropdown

Keyboard Shortcuts

ShortcutAction
NNew task
EEdit task
CAdd comment
SAdd subtask
A then MAssign to me
1-9Set status
DeleteDelete task
Cmd/Ctrl + EnterSave & close

Next Steps

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