How to Use Tasks

Modern project management techniques have shown the importance of understanding the relationship between time and tasks. By keeping your team’s tasks and planned time together, Bric helps you keep your project on track.

Bric has a built in project management system inside of the project plan. You can learn more about project plans here. This article will go over the details and best practices for your project tasks.

The Anatomy of Tasks

Each person assigned to a project can have tasks assigned to them. Task boards are built to be flexible and work with most project management styles and are located below each individual that is assigned to a role. A person has multiple task lanes if they are assigned to multiple roles. You can add, edit, and reassign tasks while the project is just a Plan, Active or Completed.

Task can be collapsed to keep your view simple or expanded to view more information. A collapsed task is a Task Stub. An expanded task is a Task Card.

Tasks are assigned to one of three lanes:

  • Todo – Tasks that have been planned but the individual has not begun.
  • Doing – Tasks that are being worked on.
  • Done – This area is for tasks that have been completed.

Tasks stubs can be opened to show additional detail and checklists. Simply click on the task to expand the task details.

Each Task Card has the following features:

  • Title – What is the task?
  • Details – additional details about the task.
  • Due Date – Optionally assign a date for when the task is due.
  • Checklist – Optional checklist for subtasks.
  • Color – Change the color of the task

It is important to have the ability communicate the urgency of a specific tasks. There are three levels of urgency flags that you can assign to tasks.

Each task starts with a . Click on the flag to make the flag red. Clicking again will change the flag to  . 

Creating a Task

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After assigning people to roles you will have the ability to create tasks. To create a task, go to the individual that you will be assigning. Click  to create a new task.

When creating a task, you can:

  • Add title
  • Add details about the task

Once created, the task will appear in the lane that you have selected. Keep titles concise to allow your team members to quickly identify tasks.  For point based project management styles, it is suggested to add the points into the title. 

Adding details to a task is a great place to keep notes. We suggest using the checklist feature to add subtasks.

Click on a task stub to view details. Additional details such as adding a checklist can be done by editing the task.

Editing a Task

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Sometimes tasks are simple, and other times they can be complex. You can edit tasks in Bric to be as detailed as you need them to be. Checklists are a great way to expand into subtasks, and the detail area allows for notes about the task.

Click on the task card to expand the details of the card. Clicking on “edit” on the right hand side of the task card will bring up the editing menu. Here you can:

  • Add a due date
  • Change the color of the task
  • Create a Checklist
  • Archive the task

Changing the color of a task card is easy. Simply go into the editing menu and click on the color you wish to assign. Colors can be changed at any time.

Assigning a Due Date

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Due dates are important for keeping your project on track. Design sprints are an excellent example of this importance. In Bric, due dates are optional but can be easily added in the edit menu.

To assign a due date, open the edit menu on the task and click on “add due date” . This will allow you to select a due date on the calendar popup, or by typing it manually. The due date will appear even when the task card is collapsed. A countdown will also appear next to the due date making it easy to see how many days until the task is due.

Adding a Checklist

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Creating checklists is a great way to organize subtasks. Subtasks are for tasks that are large in scope and need to be broken down. To create a checklist, open up the editing menu on the task. Click on _)_ Create Checklist to begin adding subtasks. To add additional subtasks, simply click Add a Task.

Once you have finished adding a subtask to the checklist, click to save or  to cancel the action. You can edit subtasks in a checklist by clicking on the subtask that you would like to edit. To delete a subtask, clear out all text and click 

To remove a checklist, clear all current subtasks in the checklist. Then remove the title and click the . A popup will ask you if you wish to proceed. A checklist can always be added again.

Archiving a Task

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Archiving a task will remove it from the task lane. You will not be able to recover the task. To remove a task, click on “Archive Test” in the editing menu.

Note: Archiving is not the same as moving a task to Done. To complete a task, click and drag the task to the Done lane. Archiving will remove the task completely.

Arranging Tasks

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To fit different project management styles, the Bric is built to be flexible. You can reorder tasks vertically according to rank, importance, or any other way that fits your team’s needs.

Click and drag the tasks to the desired location to reorder them. When the task is in the preferred location, release the task and all other tasks will readjust.

Reassigning a Task

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Tasks can be reassigned between project team members. This allows you to be flexible during the project, helps your team collaborate and work on tasks together, and is a great way to make sure that those who complete the task get credit for it. 

To reassign a task, click and drag the task to the new individual’s task board. The task can be dragged to any stage area, e.x. dragging the task “Photoshoot” from Mark’s ToDo to Amy’s complete. 

To scroll while dragging a task, hold it close to the end of your browser. The screen will then slowly scroll while you hold it there.