Add a task

/ Add and edit Items to a board / Add a task

For project management and planning, users can create tasks and checklists. This feature allows users to keep track of what needs to be done and mark off completed items.

To use the described feature on an iPadOS or macOS device, first extend the shelf on the left side of the screen. On an iPhone, the shelf extends from the bottom instead. Here are the steps to follow:

  1. Accessing the Task Item: Tap on the sticky item located in the shelf. This will cause the item to animate and move to the center of the canvas.
  2. Editing the Task: Once the task is in the center, users may edit it by changing fonts, sizes, and colors. Users can also add markdown for text styling and other formatting needs.
  3. Complete Task: If desired, tap the checkbox to complete the task.

Task Tips

  • Create a checklist: In notes, create a checklist using checkboxes, and copy it when finished. Paste the list onto the canvas, which will create a cascading series of tasks.
  • Creating Similar Items: To quickly create an item similar to one you've just made, use the keyboard shortcut ⇧⌘N.
  • Connecting Items: To connect items, long-press on an item until it glows. Then, drag a string/connector to another item. Alternatively, select two items and connect them using the pin button in the navigation bar. There's also a setting in the board's settings to choose the type of connections.
  • Drag and Drop/Pasting Text: Users can add items by dragging and dropping or pasting text. In the boards settings, there’s an option to control which items are created when dropping/pasting text. It’s recommended to use the 'ask' setting for more control over this process.  Learn about this for iPadOS from Apple Support.
  • Automation:  Use shortcuts to automate adding tasks to boards.