Track work on Tasks and projects

Every piece of work in Troopy is a task. A task can come from a person, a routine, a trigger or a hand-off between teammates. This page tells how to read the board and the list, steer a task, and group tasks in projects.

Open Tasks

Select Tasks in the sidebar. The page shows the board or the list at full width. Projects is under Tasks in the sidebar while one of the two is open.

A task has a key, such as VIR-12, made from the name of the workspace.

The statuses of a task

Only a teammate puts a task in Needs you. A person picks each other status.

The board and the list

• The board shows a column for each status. The list shows one row for each task.
• A click on a card or a row opens the task over the page. A double click opens the page of the task.
• Drag a card to another column to change its status. The change shows at once. If the server refuses it, the card goes back.
• Drag a row of the list to another group to give it the status, the assignee, the priority or the project of that group. In Backlog, To do and In progress, a blue line shows where the row lands. Selected rows move together.
• New task (C) makes a task. Press C on the board to open it.
• The + of each column and group makes a task there, with the value of the group: its status, its assignee, its priority or its project. A task for a teammate that you make in progress waits at the top of To do, so that the teammate starts it. A task that you make in Needs you is in review.
• The arrow at the left of a group of the list folds it or opens it. On the board, the arrow of a column folds it. Your browser keeps the folds, so a reload keeps them.

Change the display

Select Display to change how the page shows the tasks:

• List or Board.
• Grouping (the list only): the groups by status, assignee, priority or project, or no groups.
• Ordering: by hand, by priority, by the date made or changed, or by the due date. In an order other than by hand, a card or a row that you drag changes column or group only. A row keeps its place in the list only when it is grouped by status.
• Order completed by recency: the done and canceled tasks come last, the newest first.
• Show sub-tasks and Show empty groups.
• Display properties: the parts of a row or a card that show, such as the ID, the labels or the due date.

A view keeps its display. With no view open, your browser keeps the display. Reset to default puts it back.

Tasks opens as you left it in the workspace: the same view, filters, area and layout.

Filter, search and save a view

1. Select Filter, or press F. Pick a category: status, priority, assignee, creator, labels, project, milestone or due date. Then pick one value of it or more.
2. To find a value at once, type its name in the menu, such as "urgent".
3. Type in Search tasks to find tasks by their words.
4. To keep the filters and the display, select Save at the right of the chips.
   • In your own view, Save keeps them in that view.
   • In any other view, Save as view asks for a name and makes a new view of yours. New view does the same.

Each category shows as a chip under the toolbar, such as "Status is any of To do, In progress". Select the chip to change its values, and its X to take it off. After a save, the filters are the view's own, and their chips go.

Views

The views are the pills of the toolbar, after the menu of the area:

• All tasks, Active, Open, My tasks, Humans and Agents are in every workspace.
  • Active holds the tasks to do, in progress, and those that need you.
  • Open holds the tasks in the backlog, to do and in progress.
  • Humans holds the open tasks of people, and Agents the open tasks of teammates.
• In Filter, the assignee Any person or Any teammate picks the same tasks.
• Then come your own views, and the views that other people shared.
• A view keeps its filters, and a view that you saved keeps its display too. The page hides the filters of the open view. A filter that you add shows as a chip, and the pill of the view shows a dot.
• Right-click a view, or double-click it, to open its menu: Edit..., Duplicate..., Copy link, Share it with the workspace and Delete.... The arrow of an open saved view opens the same menu.
• Edit... shows the name and every filter of the view. It is the place to see the filters that a view keeps. Change them, then select Save. A built-in view, or a view that someone else shared, saves as a new view of yours.

The Engineering tab

On the Engineering tab, the board shows the statuses of all its tasks. Select Steps to see the steps of an engineering ticket instead: Analyze, Plan, Build, Test and Ready to release. Only tickets show there. See Ship code with engineering tickets.

Read and steer a task

The page of a task shows the title and the brief first. Its properties are beside them, or under the title in a peek. They are the status, who has it, the priority, the due date, the labels, the project and the area.

On its page, a task has the actions of a person at the right of the first row: message, watch and delete.

What a teammate does with a task

• A teammate starts on a task when the task is in To do. One run works on a task at a time.
• When it needs a person, it asks on the task, and the task moves to Needs you. Your answer moves it on.
• When it finishes, it moves the task to In review or Done, and posts the result in the troop chat.
• If you move a task out of In progress, Troopy stops its run.

When a task gets its area and its teammate

Each task is in an area: Engineering, Marketing or Operations. The area comes from what you say, from the parent task, or from the teammate. A task that nobody took goes to the only teammate of its area. If the area has no single teammate, the task goes to the Chief of Staff.

Projects

A project keeps the tasks and the talk about one client or one piece of work in one place.

1. Open Projects and select New project.
2. Name it, and write its description in the shared editor.
3. Add tasks to it from the Project property of each task.

A project has milestones and status updates. A teammate can post a status update to a project.

Who can do what

• Owners, admins and members make, change and delete tasks.
• Approvers move a task that waits on a person to Done, or send it back. They change nothing else.
• Viewers read the board.
• Guests see Tasks and projects only when someone shared them. A guest comments, reacts and watches.

Related

• Give your troop work that it can finish
• Answer what needs you
• Ship code with engineering tickets
• Statuses and what they mean