Task Management
The Task Drawer is a slide-out panel that gives you full control over every task property. Open it by clicking any task card on the Board, in Sprints, or in User Stories. Edit titles, change workflow stages, assign team members, manage checklists, add comments, and set flags — all inline, without leaving your editor.
The Problem This Solves
Checking a task's details or updating its status typically requires navigating to a project management tool in the browser, finding the task, making changes, and switching back. Each round trip breaks your development flow.
The Task Drawer puts every task action one click away from your code. Click a card, edit what you need, close the drawer, and continue coding. The board, sprint, or user story view updates automatically.
What You Are Looking At
When you click a task card on the Board, in a Sprint, or inside a User Story, the Task Drawer slides in from the right side of the panel. It contains:
Header: Task code (e.g., #42), an "Open in browser" link, and a "Copy link" action.
Core fields: Title, description, workflow status, task type, assignees, labels, start date, due date, and effort points.
Checklists section: One or more checklists with checkable items and a progress indicator.
Comments section: A chronological thread of comments with the ability to add new ones.
Flags strip: Toggles for Draft, Blocker, and Archived flags.
Opening the Task Drawer
The drawer is embedded in three panels:
| Panel | How to open |
|---|---|
| Kanban Board | Click any task card |
| Sprints | Click a task inside a sprint detail view |
| User Stories | Click a task inside a user story detail view |
The drawer loads in place — no new tab or window opens. Close it by clicking outside the drawer or pressing the close button.
Core Task Fields
Title
Click the task title to edit it inline. Press Enter or click outside to save. The board card updates with the new title immediately.
Description
Click the description area to open an inline editor. The description supports Markdown formatting. Your changes save when you click outside the editor.
Workflow Status
Use the workflow dropdown to move the task between columns:
- Click the current workflow status
- Select a new status from the dropdown
- The task card moves to the new column on the board automatically
You can also manage workflow templates from the dropdown:
- Create a new workflow stage with a name and color
- Rename or recolor an existing stage
- Delete a stage (tasks in that stage move to a default column)
Task Type
Select the task type from a dropdown: Feature, Bug, Improvement, or any custom types your project uses.
You can manage type templates directly in the drawer:
- Create a new task type with name and color
- Edit an existing type's name or color
- Delete a type
Assignees
Add or remove team members assigned to the task:
- Click the assignees section
- The member picker shows all project members
- Click a member to assign them
- Click an assigned member to remove them
Assigned members appear as avatars on the task card in the board view.
Labels
Attach color-coded labels for categorization:
- Click the labels section
- Toggle labels on or off from the list
- Create new labels with a name and color directly in the picker
- Edit or delete existing labels
Labels appear as colored indicators on the task card.
Start Date and Due Date
Set or clear date fields:
- Click the date field
- Pick a date from the date picker
- Click the clear button to remove the date
Due dates reflect on the task card. Overdue tasks show a visual warning on the board.
Effort Points
Set effort/story points for the task:
- Click the effort field
- Enter a numeric value
- Effort values are used in sprint analytics and velocity calculations
Checklists
Checklists let you break a task into smaller, trackable steps.
Creating a Checklist
- Click Add checklist in the checklists section
- Enter a checklist title
- The empty checklist appears, ready for items
A task can have multiple checklists (for example, "Development Steps" and "QA Steps").
Adding Items
- Click Add item under a checklist
- Type the item title and press Enter
- The item appears unchecked in the list
Checking Off Items
Click the checkbox next to any item to mark it complete. The progress indicator on the task card updates automatically, showing a count like "3/5" and a visual progress bar.
Managing Checklists
- Rename: Click the checklist title to edit it inline
- Delete: Click the delete button on the checklist header to remove it and all its items
Comments
The comments section shows a chronological thread of all task comments.
Viewing Comments
Scroll through the comment thread to see the full history. Each comment shows the author name and timestamp.
Adding a Comment
- Type your comment in the input field at the bottom of the comments section
- Click Send or press Enter
- Your comment appears at the end of the thread
Deleting a Comment
Click the delete button on any comment you authored. Deleted comments are removed permanently.
Flags
Flags mark special task states. Toggle them from the flags strip:
| Flag | Effect |
|---|---|
| Draft | Marks the task as not ready for work. Draft tasks remain visible on the board with a visual indicator. |
| Blocker | Flags the task as blocking other work. Blocker tasks display a prominent warning on the board. |
| Archived | Removes the task from the active board view. Use the board's archive toggle to show or hide archived tasks. |
Click a flag to toggle it on or off. Changes apply immediately.
Opening in Browser
Two actions let you connect the drawer to the full web application:
- Open in browser: Launches the task's full page in the GitScrum web app
- Copy link: Copies the task URL to your clipboard for sharing
Both actions are in the drawer header.
Pro Tips (Once You Are Comfortable)
- Quick status updates: Click a task card on the board → change the workflow dropdown → close the drawer. Three actions in under two seconds.
- Checklist-driven development: Before coding, open the task drawer and create a checklist with your implementation steps. Check them off as you work. The progress bar on the board card gives your team instant visibility.
- Comment before commit: After finishing work on a task, add a comment describing what you changed. This creates a record that your team can review without opening git logs.
- Keyboard flow: Use the board to click a task, make edits in the drawer, close it, and click the next task. The drawer loads fast enough for rapid task review sessions.
- Flag blockers early: If you hit a dependency or issue, toggle the Blocker flag immediately. It surfaces the problem visually on the board before your standup.
Permissions
Task editing respects your GitScrum project role:
- Agency Owners and Managers: Full access — edit all fields, manage workflow/type/label templates, delete comments
- Developers: Can edit task fields (title, description, dates, checklists, comments, assignees, labels, flags, effort), but template management may be restricted
- Clients: View-only access to task details
How to Report a Problem or Request a Feature
If the task drawer does not load correctly, edits fail to save, or you have suggestions for improvements, submit feedback through GitScrum Studio.
In the Sidebar of the web application, click on Support Tickets and open a ticket describing your experience.