Add Tasks to Task Groups

This feature is available to the following product editions
  • Starter
  • Standard
  • Premium

If you are using task groups to organize your projects, you will need to add tasks to them. When you create tasks at the project level, they default to Ungrouped (in other words, they are not assigned to any task group). However, it is also possible to create tasks at the task group level, which allows you to add new tasks directly to selected task groups. If necessary, you can also move tasks between task groups (for example, distribute tasks from Ungrouped into other task groups in the project). 

You can add tasks to task groups in Task Group Mode in Kanban and Row Views, as well as in Plan View. 

 

[Kanban View] Task Group Mode

  1. In the left sidebar, click on a project to enter single project view. Alternatively, you can use Single Project Search to select the project.
  2. In Kanban View, in the top right corner of the page, switch the Task Group Mode toggle to on
    task_group_mode_toggle__1_.png
    Note: If you can't switch the toggle to on (toggle is inactive), check that you only have one project selected in the left sidebar. Task Group Mode cannot be turned on when multiple projects are selected.
  3. The board will change and you will see each task group from the project represented as a row on the board.

    Tip: If you are only seeing the Ungrouped row/section on the board, that means that the project does not contain any task groups. You can begin by adding task groups to the project.
  4. Locate the task group to which you want to add a task and click on the Plus icon next to its name. 
    add_task_to_task_group_kanban.png
  5. In the field that appears below, enter the task name and hit Enter on your keyboard. 
    typing_new_task_name_kanban.png

The new task will be created and added to the task group.

 

[Row View] Task Group Mode

In Row View Task Group Mode, each task group is represented as a section with its own set of groupings. Adding a task to a grouping within a task group will automatically populate the field value on that task according to the grouping value, as well as add the task to the task group. Remember that you can change what your tasks are grouped by on the board using the Group By control at the top of the page.

  1. In the left sidebar, click on a project to enter single project view. Alternatively, you can use Single Project Search to select the project.
  2. In Row View, in the top right corner of the page, switch the Task Group Mode toggle to on
    task_group_mode_toggle__1_.png
    Note: If you can't switch the toggle to on (toggle is inactive), check that you only have one project selected in the left sidebar. Task Group Mode cannot be turned on when multiple projects are selected.
  3. The board will change and you will see each task group from the project represented as a section with its own groupings. Remember, the groupings can be changed using the Group By control at the top of the page.

    Tip: If you are only seeing the Ungrouped section on the board, that means that the project does not contain any task groups. You can begin by adding task groups to the project.
  4. Locate the task group to which you want to add a task. Within that task group, pick a grouping and click on the Plus icon in its header. 
    add_task_to_task_group_row_view.png
  5. In the field that appears below, enter the task name and hit Enter on your keyboard.

The new task will be created and added to the task group and the grouping.

For example, in the screenshot below, the board is grouped by Owner in Task Group Mode. The task is being added to the grouping, which will make Daniel Williams its owner and also add it to Phase 1 - Welcome task group.

new_task_row_tg_mode.png

 

Plan View

In Plan View, you can add tasks to task groups from the Projects & Tasks sidebar.

  1. In the Projects & Tasks sidebar, click on the + icon next to the task group name.
  2. In the row that appears below, enter the task name and hit Enter on your keyboard. 
    add_task_to_task_group_plan_view.png

The new task will be created and added to the bottom of the task list within the task group. 

 

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