---
title: Task
description: Learn how to work with tasks in your daily Collaboard sessions.
---

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# Task

## Learn how to work with tasks in your daily Collaboard sessions.

**Availability**

Creating new tasks is available to Advanced and Enterprise users.

Existing task objects may be used by any user. Tasks may not be assigned to guests.

### Use cases for tasks

- Create Kanban boards with tasks and tables or shapes
- Create an agenda
- Prepare a workshop
- Summarize the session results and already prepare the follow up calls

### Create and edit a task

Open a board and select the task from the main toolbox on the left. Use a simple click to add the new task to the board. Alternatively, drag the cursor to immediately determine the size of the task object on mouse-up. The new task appears in a card format.

![](https://help.collaboard.app/hs-fs/hubfs/image-png-Mar-29-2025-07-24-29-6897-PM.png?width=518&height=195&name=image-png-Mar-29-2025-07-24-29-6897-PM.png)

#### Supported actions on a task

- scale and resize horizontally. Vertical resizing is not supported.![](https://help.collaboard.app/hs-fs/hubfs/image-png-Mar-29-2025-07-34-13-2859-PM.png?width=286&height=160&name=image-png-Mar-29-2025-07-34-13-2859-PM.png)
- use the standard context menu supported for all object types and as indicated to especially edit the task attributes  
  ![](https://help.collaboard.app/hs-fs/hubfs/image-png-Mar-29-2025-08-25-58-7599-PM.png?width=513&height=355&name=image-png-Mar-29-2025-08-25-58-7599-PM.png)
- rotate and connect using the known controls
- open the task details: click the grey icon in the bottom right corner of the task  
  ![](https://help.collaboard.app/hs-fs/hubfs/image-png-Mar-29-2025-07-38-34-7567-PM.png?width=278&height=156&name=image-png-Mar-29-2025-07-38-34-7567-PM.png)

#### Task attributes

Task attributes may be edited from the task context menu or from the task details.

- **Title**  
  Select a task and start typing a title. The title will fill the visible task area and cannot be formatted. The task height is responsive to longer titles.

While it's tempting to use the title for a description, try to keep it short and concise.

- **Color**  
  Choose a border color with the color picker:  
  ![](https://help.collaboard.app/hs-fs/hubfs/image-png-Mar-29-2025-07-55-09-6510-PM.png?width=515&height=260&name=image-png-Mar-29-2025-07-55-09-6510-PM.png)
- **State**  
  Select from three states or leave the state empty:  
  ![](https://help.collaboard.app/hs-fs/hubfs/image-png-Mar-29-2025-07-54-30-9034-PM.png?width=156&height=182&name=image-png-Mar-29-2025-07-54-30-9034-PM.png)
- **Assignee**  
  Select an assignee from the dropdown. Only active collaborators can be chosen:  
  ![](https://help.collaboard.app/hs-fs/hubfs/image-png-Mar-29-2025-07-56-40-0952-PM.png?width=357&height=211&name=image-png-Mar-29-2025-07-56-40-0952-PM.png)

 

The assignee will receive a notification via mail and an in-app message in their [Notifications](https://help.collaboard.app/notifications?hsLang=en). Updating the assignee will likewise result in notifications to the new and removed assignee.

Guests may not be assigned tasks.

- **Start/ end dates**  
  Select a start date and an end date.
- **Description and task details**  
  To enter a description open the task details with the grey maximizer icon. The task details will open as a side panel. The description may be formatted as indicated:  
    - Bold, italic, strikethrough
    - Bullet and numbered lists
    - Links: URL can be transformed into link. Select the URL and click the link icon.

![](https://help.collaboard.app/hs-fs/hubfs/image-png-Mar-29-2025-07-40-24-9911-PM.png?width=688&height=553&name=image-png-Mar-29-2025-07-40-24-9911-PM.png)

### Task compatibility to other entities

Tasks are fully compatible with:

- Frames
- Tags
- Tables
- Comments

 Example of a commented and tagged task in a frame:  
![](https://help.collaboard.app/hs-fs/hubfs/image-png-Mar-29-2025-08-15-35-6325-PM.png?width=688&height=410&name=image-png-Mar-29-2025-08-15-35-6325-PM.png)

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