Quick Task Management

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

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

In List View

Right click on any task in List view to reveal task management options.

In Board View

In Board view, click on the ellipsis in the bottom righthand corner of the task to reveal task management options.

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:

Pro Tip

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

Updated

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