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Create goals and tasks

Group work into goals, add tasks, and assign people and due dates.

Goals group related tasks and show how many are done. Tasks can sit inside a goal or on their own.

  1. In "Tasks", choose "New goal" to start a goal.
  2. Choose "Add task to goal" under a goal, or "Add task" for a task outside any goal. In Cards view, use "+ Add" in a column.
  3. Type the task and press Enter. Esc cancels.
  4. Open the task's menu to "Set due date", add "Members", choose "Move to goal", or "Attach a paper or doc".

One member can be the "Lead" ("Make lead"); the Owner column shows the lead. Only people with access to the project can be added. To finish a task, tick its checkbox. A goal's menu has "Mark goal done" and "Delete goal", with "Undo" after a delete.

Type / while adding a task for shortcuts; see Use / commands when adding a task.

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