Projects & tasks

Creating projects, managing tasks, files, time tracking and the board view.

How-to

Can I delete a project?No. WorkHub has no option to permanently delete a project. Instead, set its status to Archived, which hides it from…
Can I delete a task?No. WorkHub doesn't permanently delete tasks. Set the task's status to Archived instead. It's hidden from normal views…
Can I edit or delete a comment?No. Once a comment is posted on a task, it can't be edited or deleted.
Can I move a task to another project?No. A task stays in the project it was created in, and WorkHub can't copy or duplicate tasks. You can move tasks…
Can I rename, reorder or delete a task list?No. Once a list is created, WorkHub has no option to rename, reorder or delete it. Lists stay in the order they were…
Can WorkHub sync my tasks to Google Calendar?Not directly. WorkHub has no Google Calendar connection or calendar feed that you can turn on yourself. Calendar…
How do I add a description to a task?On the task's Overview tab, click the Description area, write or format your text, and click Save.
How do I add custom fields to a task?On the task's Overview tab, click Add Field under Custom Fields. Pick an existing field or create a new one, then fill…
How do I add or remove people from a project?The Project Lead adds and removes members with the Manage Team button on the project's Dashboard tab.
How do I add sub-tasks?On the task's Overview tab, scroll to Sub-tasks, click Add sub-task, type a title and press Enter.
How do I add tags to a task?On the task's Overview tab, click the small + under Tags, type a tag name, and press Enter or pick a suggestion.
How do I archive or restore a project?Change the project's status to Archived to put it away, and change it back to Active to restore it. Nothing in the…
How do I assign a task to someone?Open the task, click the + next to Assigned To, and pick a person. A task can have several assignees.
How do I attach files to a task?Open the task, click the Documents tab, and click Upload. You can also drag files onto the drop area or paste a…
How do I change a task's status, priority or dates?Open the task and click the field you want to change at the top of the Overview tab: Status, Priority, Start Date, Due…
How do I change a task's type (Task, Ticket or Assignment)?Click the type badge at the top of the task page, next to the task ID, and choose Task, Ticket or Assignment.
How do I change the project lead?On the project's Dashboard tab, click the star icon on the Project Lead card, search for the new lead, and confirm.
How do I comment on a task and mention someone?Type in the comment box at the bottom of the Activity & Discussion panel on the right of the task page and press…
How do I create a new project?Click New Project at the top right of your Dashboard, give the project a name, and click Create Project. You'll be…
How do I create a task list?In the project's List View tab, click New List, enter a name, pick a color if you like, and click Create List.
How do I create a task?Open the project and click Add Task. Enter a title, optionally set the priority, due date and list, then click Create…
How do I favorite a project?Click the star next to the project name on the project's Dashboard tab. Favorited projects appear under Favorites in…
How do I filter and sort tasks in a project?Use the toolbar on the project's List View tab. Pick a list chip, type in Filter tasks..., choose a Priority, and pick…
How do I make a task repeat?Open the task, click Repeat (it shows "Does not repeat" by default), choose how often, and click Save. When you…
How do I mark one task as blocking another?Open the task and go to the Related tab. Click Add Blocker to choose a task that must be finished first, or Blocks to…
How do I rename a project or change its status?On the project's Dashboard tab, double-click the project name to rename it, or click the status badge next to the name…
How do I rename or delete a file?In a task's Documents tab or a project's Files tab, use the pencil icon (Rename) or the trash icon (Delete) on the…
How do I schedule tasks on my calendar with Reclaim.ai?Add the tag reclaim to a task that's assigned to you and give it a time estimate and due date. WorkHub sends it to…
How do I search for tasks, projects or files?Type at least two characters into the search bar at the top of any page, or press Ctrl+K (Windows) / Cmd+K (Mac) to…
How do I see the history of changes on a task?Open the task and look at the Activity & Discussion panel on the right. It shows comments and changes together…
How do I share a link to a task or project?On a task, click Copy Link next to the tabs. On a project, click the Project ID on the Dashboard tab. The link is…
How do I track time on a task?Open the task and go to the Time tab. Either start the timer while you work, or log time manually with Add Time Log.
How do I update many tasks at once?In the project's List View, tick the checkboxes next to the tasks, then use the action bar at the bottom of the screen…
How do I use Personal Tasks?Personal Tasks is your private to-do list on the Dashboard. Type a task into "Add a private task..." and press Enter…
How do I use the Board view?The Board tab shows a project's tasks as cards in one column per status. Drag a card to another column to change its…
What do the numbers on the project Dashboard mean?The project's Dashboard tab sums up the project: who leads it, how many tasks are done and left, how many files it…
What do the task statuses mean?Every task has one of eight statuses that show where it is in your workflow. WorkHub doesn't enforce an order, so your…
What does my Dashboard show?Your Dashboard (the home page) has four cards: Urgent Priorities, Assigned to Me, Today's Agenda and Personal Tasks…
What is the Files tab on a project?The project's Files tab shows every file and link in the project in one place: project-level files that are shared…

Troubleshooting