How to Create a Task in Workney

Tasks are where real work happens in Workney.

Once your project is created, you can start organizing work using tasks inside the Kanban board, table view, or calendar view.

In this guide, you’ll learn:

How to create a new task
What each field means
How to assign tasks to team members
How to set priorities and due dates
Best practices for structured task management

Step 1: Open a Project

Go to Projects and select the project where you want to create a task.

Inside the project, click on the Tasks tab.

You’ll see three available views:

Kanban
Table
Calendar

By default, Kanban view is selected.

Step 2: Choose the Column

In Kanban view, tasks are organized by workflow columns such as:

Backlog
To Do
In Progress
In Review

Click the + button to create a new task.

Step 3: Fill in the Task Details

The “Create Task” window will open.

Complete the following fields:

Task Title

Enter a clear and specific title.

Examples:

Fix changelog date issue
Update pricing section
Prepare Q1 sales proposal

Tip: Write titles that describe an action, not just a topic.

Description

Add context, details, or instructions related to the task.

You can include:

Requirements
Links
Notes
Acceptance criteria

Clear descriptions reduce confusion and unnecessary back-and-forth.

Priority

Select the level of importance:

Low
Medium
High

Use priority to signal urgency and importance.

Best practice:

High → Urgent or blocking tasks
Medium → Standard workflow tasks
Low → Improvements or non-critical work

Assigned To

Choose the team member responsible for completing the task.

This ensures:

Clear ownership
Accountability
Better workflow visibility

Avoid leaving tasks unassigned unless they are intentionally in backlog planning.

Due Date

Set a deadline for the task.

This helps:

Track timelines
Avoid delays
Plan weekly workload

Not every task requires a due date, but strategic tasks should have one.

Step 4: Create the Task

Once all fields are completed, click Create Task.

The task will appear in the selected Kanban column.

You can now:

Drag and drop it between columns
Edit it at any time
Update its status
Change priority or assignment
View it in Calendar format

Understanding the Kanban Workflow in Workney

Kanban helps visualize progress:

Backlog → To Do → In Progress → In Review → Completed

This structure provides clarity around:

What is pending
What is being worked on
What needs validation
What is done

Best Practices for Task Management in Workney

To maintain clarity and efficiency:

Write action-oriented titles
Assign every active task
Use priorities consistently
Keep descriptions clear and concise
Move tasks across columns to reflect real progress