A key task is a task that marks an important deliverable or checkpoint on a project, such as a design sign-off or a release.
Key tasks stand out in every task view with a rhombus icon, and you can filter by Task type to see only key tasks. They're always public, so everyone on the project can see them. Add subtasks for the work leading up to the deliverable, and track progress as the key task moves through your project's workflow.
š Want to mark a key date without a status or workflow? Use project milestones instead.
Managing Key Tasks
Creating Key Tasks
Key tasks can be created from various locations where tasks are created:
Global Tasks Screen (Project Management > Tasks)
Project Tasks Screen
Quick Add Button
Converting a Task to a Key Task
A task can be converted to a key task and vice versa. To do so, open the three-dot menu in the upper right corner of a task and select "Convert to key task".
ā
However, a subtask cannot be converted to a key task, but a key task can contain subtasks.
Tip: Hover right next to the task number to reveal the quick-convert option.
ā
Key Task Properties
A key task's main feature is its due date, but it can also have a start date.
ā
Moreover, it follows the statuses from the workflow set on the project to which that key task belongs.
Key tasks cannot be set as private; they are always public.
You can always check a task's or key taskās location by looking at its path. For example, the path appears above the name and shows Folder / Task List / Task Number, which is especially helpful when navigating across multiple folders.
The path can be collapsed to show only the task number and expanded again using the Expand path icon.
You can also click on the folder or task list name in the path to open a temporary tab in the project navigation, filtered based on the key task's current status:
If the task is open, the tab is titled Tasks and shows the task list with tasks in Not Started and Started statuses.
If the task is closed, the tab titled Closed tasks shows the task list with tasks in Closed status only.
š The tab is temporary ā selecting a different tab will remove it. Click Save to keep it as a permanent project tab.
Key Tasks in Task Views
In task views, key tasks will be represented with the rhombus status field.
To filter out key tasks, use the Task Type filter.
