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Tasks
A task represents a single unit of work — a feature request, bug report, support ticket, review item, or anything else your team needs to track. Every task lives inside a Project and has a structured set of fields that make it searchable, assignable, and automatable.Task fields
Creating a task
1
Open the project
Navigate to your Space, select the project, and open any view — Board, List, Backlog, or Sprint.
2
Start a new task
Click + New Task in the top bar, or press N anywhere in the project to open the quick-create form.
3
Fill in the required fields
Title is required. Type defaults to the project’s default task type. All other fields are optional and can be updated later. If the project uses estimation, an estimate field (story points, T-shirt size, or hours, depending on the project’s method) is available here so you can size the task as you create it.
4
Save
Press Enter or click Create. The task is created and appears in the first status column on the board.
Task detail view
Click any task to open its full detail view. The detail view is organized into sections:When you add a subtask to a task that is already in a sprint, the subtask can follow its parent into that sprint. Whether this happens automatically, or you are asked first, depends on the project’s sprint settings — see Sprints.
Comments: Internal vs. External
Every comment has a visibility setting:
Default visibility is Internal. Switch before posting if the comment is intended for the customer.
Subtasks
Subtasks are tasks nested under a parent task. They have all the same fields as a regular task. To add a subtask, open a task’s detail view and click + Add Subtask. The new subtask is linked to the parent and inherits the same project and sprint. Where subtasks show up depends on the view:Searching or filtering Work Items switches the table to a flat list of matches, so a matching subtask is shown on its own even when its parent does not match.
Linked tasks
Link tasks to show relationships between them. Four link types are available:
To add a link, open a task → Linked Tasks section → click + Add Link, choose the type, and search for the task to link.
Integration panels
The task detail view includes integration panels that provide context from other parts of Collabase without leaving the task. Click the icons in the top bar of the task to open a panel on the right side.
Click the active panel icon a second time to close the panel and return to the activity feed.
Test Management panel
The Tests panel shows two things:- Linked test cases — the test cases in your Test Management module that cover this task. These are set from the test case’s edit form. Click the external link icon next to a case to open Test Management.
- Test milestone — the milestone this task is associated with. Use the dropdown to link the task to a milestone or switch it to a different one. Click × to remove the association.
Updating the milestone from the Tests panel requires the Edit Task permission. Viewing the panel requires the View Test Results permission.
Keyboard shortcuts
Bulk actions
Once available, you will select multiple work items using the checkbox in the Work Items view, then use the bulk action bar to apply changes to all selected items at once:Moving a work item to another project
A work item can be moved to a different project, including a project in another Space. Open the work item, then choose Move work item from the menu in the top right. The entry appears only if your role includes the Move tasks permission. The move runs in three steps.1
Choose the destination
Search for the target project. Only projects you may create work items in are listed. Then pick
the work item type it should use there. The type decides which workflow applies, and therefore
which statuses you can map onto in the next step.
2
Map statuses and fields
Each status currently in use gets a destination column. Collabase preselects a column with the
same name, or failing that one in the same state. Any custom field values the destination
cannot show are listed here, so you see what will be set aside before you commit.
3
Review and confirm
The summary shows how many items will move and how many field values will be archived. Confirm
to run the move.
What changes
The old key keeps working. Links in comments, notifications and bookmarks continue to open the
work item at its new location, and the old key is never reused by another item.
Custom fields
Custom fields extend the standard field set with fields specific to your workflow. They are configured by an admin and attached to task types. The following field types are available: Text, Textarea, Select, Multi-select, User, Multi-user, Date, Checkbox, Number, Rating, Progress, Location, Registry Object, Relation, Object Relation, Priority, URL, Email, Phone, Currency. Custom field values appear in the right sidebar of the task detail view. Admins configure which fields apply to which task types under Settings → Fields & Task Types.Who can do what with tasks
Task actions are controlled by the space’s Permission Scheme. The table below shows the defaults — your space may use a custom scheme with different settings.If you see a “Forbidden” error when trying to perform an action, your space role does not include that permission under the current scheme. Contact your Space Admin to adjust your role or the scheme.