Manage task details, comments, files, tags, and reminders

Keep task context together and understand who receives each kind of task update.

Open a task to keep its description, people, dates, files, comments, tags, and reminders with the work.

What do you need before you start?

You need access to the account, board, section, and task.
A client can change task details only when both the section and task are editable.
A client can still comment on a visible read-only task.

How do you add task details?

Open the task drawer. Use the detail fields to change the title, description, section, assignee, due date, priority, or tags.

Desktop description changes save after a short pause. On mobile, the description opens in a full-screen editor. Select Save to keep mobile changes or Cancel to drop them.

Priority choices are Urgent, High, Normal, and Low. A task can have up to 10 tags. Team members can create board tags. They can also edit the tag list. Clients can use saved tags on an editable task. They cannot manage the tag list.

How do you add collaborators?

An assignee owns the task. A collaborator follows the task. They may get task updates. A collaborator does not get more access. Hidden work stays hidden.

Open the collaborator control. Choose an allowed account member. A team comment also adds its writer as a collaborator if needed. Access can get more strict later. If it does, Sydnee removes people who lost access from task roles.

How do you add a comment or mention someone?

Open the task's comment and activity area.
Write the comment.
Type @ and choose an account member when you need to mention them.
Send the comment.

Comments appear with the task's system activity. A mention has its own in-app notice. It also has an email path. Comment notices can go to the assignee and collaborators. Their settings and access still apply.

Only the person who wrote a comment can delete it. Deletion hides the comment. It keeps the revision record.

How do you attach a file?

Open the task's Files area and choose or drop a file. Supported images and videos can open in the full-screen viewer. The file stays attached to this task.

A task attachment is not the same as a file in the account's Files area. A team member can copy it to Files. This makes a new file record. The two copies do not stay in sync.

Uploading or deleting an attachment is also recorded in task activity. An added file can notify the assignee and collaborators, based on settings and access.

How do you create an assignee reminder?

Task reminders are emails to the assignee. They are not general alerts to every collaborator.

Assign the task to a person.
Add a future due date or date range.
Open Reminders.
Select Create assignee reminder.
Choose a time. Options are the due date, or 1, 2, 3, 7, 14, 21, 30, or 60 days before it.

For an all-day task, On Due Date uses 8:00 AM in the task's time zone. For a timed task, it uses the due time. A date-range reminder counts back from the range end. A time may no longer be in the list. It may have passed or be in use.

Changing the due date recalculates reminder times. Repeating tasks carry reminder settings to the next occurrence.

How are notifications and reminders different?

Task notifications and reminders are different:

Notifications can follow assignment, completion, comments, files, deletion, collaborator changes, or due-date changes.
Reminders are scheduled due-date emails to the current assignee.
Activity inside a task is the saved comment and change history.

Who gets a notice depends on the action. A due-date change goes to the assignee. A new comment can go to the assignee and collaborators. Personal settings may stop a notice. Account settings may stop it too. Access is checked again before email is sent.

What does your client see?

Clients see the allowed parts of a visible task. This may include details, comments, files, tags, people, and reminders. Private work does not appear. People removed by an access change do not appear. A mention or task role does not get around access rules.

How do you fix a common problem?

A reminder option is missing: the task needs an assignee and a future send time. The option may already be used or may have passed.

The reminder email did not arrive: confirm the task is still open, active, assigned, and on an active board. Check the assignee's email address, suppression or unsubscribe state, spam folder, and account access.

A person is missing from a picker: check account membership and board, section, and task visibility.