Create a task and attach files

You can use the tasks system to manage projects, or simply to create tasks and reminders for yourself and others. Each task has a status, a start date and an end date, and assignees. You can also attach files to your tasks for quick access, and make comments to update all assignees at once.

To create a new task, click the tasks tab in a workspace:

Then start typing your new task's name in the box at the top left:

You can select the status of the task, and then an optional start and end date from the date picker:

Then choose someone, or a few people, who the task needs to be assigned to, by clicking on their name in the list:

Finally, you can add more details if you like, and click add or press return on your keyboard.

The task will appear immediately in your "just added" list. You can keep on adding tasks to this list if you like - it's just a holding area and the task is already saved. If you're finished creating tasks, just click "I'm done, move to list below":

IDEA: During a meeting, why not cut down on duplication of effort by recording all actions as tasks in Huddle?

Once you've created a task, everyone in the workspace can attach useful files, and make comments. To do this, you first need to expand the task by clicking the arrow next to the task name:

Then select add attachment, assign people, or add a comment as required.

You can edit any task you've created without refreshing the page, just by clicking on the field you need to change. You'll see a yellow highlight and pen icon when you hover over an editable field with your cursor:

The short video (1:29) below will show you how tasks works in practice: