Tasks are at the core of our work, and thus, the core of Flow. As such, we’ve made creating tasks as easy and powerful as possible.
Using the task form
To start creating detailed tasks in Flow, just click the "New Task" link or hit
Enter on Windows) on your keyboard. This will open the task pane where you can enter more details.
The first thing you’ll want to do is name your task; concise names usually work best. If you need to elaborate what the purpose of the task is, or what the subscribers’ roles will be in completing it, you can do so in the first comment.
You can change the workspace the task is being created in as well as add your task to a project/section, assign to a teammate, invite subscribers, schedule a due date, and add tags to organize. Hit
Tab on your keyboard or click to jump to a new field; start typing and choose from the suggested options or hit
Enter on your keyboard to create a new project or tag.
If you need to break your task into smaller pieces, you may want to create subtasks. To do so, click into the subtask field, give your subtask a name and hit
Enter on your keyboard to save it and create a new subtask line.
To enter a comment, click or tab down to the comment box to expand and then click "Save & Post" to create.
You can also add attachments to tasks from either your desktop, Dropbox account, or Google Drive account or by dragging and dropping files from your desktop to the comment box.
Using the Quick Task Bar
Quick tasks are a fast alternative to creating tasks in the task form. To start, click "+ New Task" below any project and type the name of your task. If you need to add more detail to it, you can use the task actions on the right to add the task to a project, set a due date, assign to a teammate, invite subscribers, and add tags. You can also
Tab through the options to save even more time. To save, hit
Enter on your keyboard. If you need to clear this task during creation at any time, just hit
Tasks from chat
You can also create tasks from chat in Flow. To do so, just click the
+ icon left of the message field. You can also hit
Tab on your keyboard to activate the quick task form.
When the task form is open you can name your task and tab through to add any other task details, like project, assignee, subscribers, subtasks, etc. Hit
Enter to create.
The task creation activity will be added to the room or direct message that you are in and clicking the task name will open up the task pane on the right side of the page.