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This guide covers the most common day-to-day actions in the app. Follow these steps to quickly accomplish what you need.

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Create a new item

Items are the core unit of work in the app — tasks, tickets, or any action you need to track. To create one:
1

Open your project

Click the project name in the sidebar where you want to add the item.
2

Click '+ New Item'

Click the + New Item button at the top of the list or board view, or press N on your keyboard.
3

Fill in the details

Enter a title, and optionally add a description, assignee, due date, and labels.
4

Save

Press Enter or click Create to save the item. It appears immediately in your list or board.

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Assign an item to someone

  1. Open the item by clicking on it.
  2. In the item detail panel, click the Assignee field.
  3. Search for and select a workspace member.
  4. The assignee is notified automatically.

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Update an item’s status

You can change an item’s status in two ways: From the list view — Click the status badge next to the item name and select a new status from the dropdown. From the item detail — Open the item and click the status field at the top to cycle through available statuses.

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Add a comment

  1. Open any item.
  2. Scroll to the Comments section at the bottom.
  3. Type your message. Use @name to mention a team member.
  4. Press Cmd+Enter / Ctrl+Enter or click Send to post.
Mentioned members receive an in-app and email notification (depending on their notification settings).

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Attach a file

  1. Open the item.
  2. Click the Attach button (paperclip icon) in the toolbar.
  3. Select a file from your computer or paste a link.
  4. The attachment appears in the item detail for all members to access.

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Move an item to another project

  1. Open the item.
  2. Click the Project field in the detail panel.
  3. Select the destination project from the list.
  4. The item moves instantly.

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Mark an item as complete

Click the checkbox to the left of any item in the list view. The item is marked as done and moves to the completed section. You can also set the status to Done from the item detail.

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Delete or archive an item

  • Archive — Hides the item from active views but keeps it in your records. Right-click the item and select Archive.
  • Delete — Permanently removes the item. Right-click and select Delete, then confirm.
Deleted items cannot be recovered. Use Archive if you might need the item later.