Simply right-click on any task (or click the ellipses ... ) to reveal the Quick Task Management Menu with the following options:

• Convert the task to a subtask

• Add Dependencies

• Make the task recurring

• Duplicate the task

• Move the task

• Merge the task

• Archive the task

• Add the task to LineUp (with ClickApp enabled)

• Mark the task as a Milestone (with ClickApp enabled)

At the top of the Management menu, you'll see symbols that will allow you to:

• Open the task in a new tab

• Send task to tray

• Copy the URL link of the task

• Copy the task's ID

• Rename the task

• Create a new task

• Email task creation instructions

• Delete the task

In List View

In Board View

Quick changes for Folders and Lists

Click the ellipsis ... next to a Folder or List and choose to:

• Rename the item

• Copy the link to the item

• Favorite the item

• Duplicate the item

• Move the item

• Share the item

• Archive the item

• Delete the item

• Go to the Template Center

• Edit and add statuses

• View add and Automations

• Go to Manage Custom Fields

Folder Settings menu has these additional actions:

• Create New List or Doc, and Import info from a CSV File, Asana, Jira, and several other platforms

• Sort Lists A to Z

List Settings menu has these additional actions:

• View List Info

• Create New task or List, and Convert List to Sprint

• Go to Create tasks by email

Pro Tip

You can also right click on tasks in the Calendar View!

Updated August 26, 2023 00:06