Adding and updating tasks

TL;DR / Overview

Tasks are the building blocks of any project in Nilead. They define what needs to get done, who is responsible, and when it’s due. Whether you're organizing a project launch or managing support requests, tasks help you keep everything on track. This guide shows you how to create, edit, and delete them.

Prerequisites

• Access to a Nilead workspace with Project Management features enabled

• At least one project created

• Staff role with permission to add/edit tasks

Walkthrough

Add a New Task

There are three ways to add a new task in Nilead:

1. Via a Project

1. Go to Projects from the main dashboard.

2. Open an existing project.

3. Click Add Task.

4. Fill in task details:

   • Title

   • Description (optional)

   • Assignee

   • Due date

   • Tags (optional)

   • Estimated duration (optional)

5. Click Save.

Video Guide: Watch how to add a task via project.

2. Via a Milestone

1. Inside a project, navigate to the Milestones tab.

2. Select a milestone.

3. Click Add Task under that milestone.

4. Complete the task details and save.

Video Guide: Watch how to add a task via milestone.

3. Via Quick Menu

1. Press Ctrl + K (or open the Quick Menu manually).

2. Search for “Add Task”.

3. Choose the destination project/milestone.

4. Enter task details and save.

Video Guide: Watch how to add a task via Quick Menu.

Notes

• Tags: Add helpful labels to group and filter tasks later. New tags entered inline will be automatically created.

• Estimated vs. Actual Duration:

  • You can log actual duration after the task is completed.

  • This helps compare planned vs. real workload, improving future time estimates.

Edit a Task

To make changes to an existing task:

1. Go to the task inside the project or milestone view.

2. Click Edit.

3. You can update:

   • Task title and description

   • Assigned team member

   • Due date or status

   • Followers

   • Tags

4. Click Save.

Video Guide: Watch how to edit a task.

Delete a Task

If a task is no longer needed:

1. Open the task.

2. Click Delete.

3. Confirm the deletion.

⚠️ Warning: Deleting a task will also remove all files attached to it. This action is irreversible.

Video Guide: Watch how to delete a task.

FAQs

1. Can I create tasks without assigning them?
Yes. Tasks can be unassigned, then delegated later.

2. Will the system notify the assigned person?
Yes. Assigned users will receive a notification and can view their tasks in their dashboard.

3. Can I move a task between milestones or projects?
Task reassignment between projects may be limited. For milestone shifts within a project, use the task editor.

4. Can I see how much time each task took?
Yes. Log duration after completion to compare with your original estimate.

5. Can I bulk-delete or archive tasks?
Currently, tasks must be deleted one by one. Archiving may be added in future updates.