Skip to main content
All CollectionsTask and Workflow Management Use Cases
🚀 Getting Started with Task Management in Jugl: The Basics You Must Know
🚀 Getting Started with Task Management in Jugl: The Basics You Must Know

Let’s break down the essentials: how to create a task, assign it to the right person, and use task boards to keep everything running smoothly.

Updated over a week ago

Keeping track of tasks and projects shouldn't feel overwhelming. Jugl’s Task Module is designed to help teams stay organized, ensuring that every assignment has a clear owner, due date, and progress status—all in one place! Whether you're juggling multiple projects or managing daily to-dos, Jugl makes task tracking simple and efficient.


📝 What is the Task Module & How Does It Help?

Think of the Task Module as your digital workspace where tasks are visually displayed and easy to track. Each task is a card that holds all the details needed to complete the assignment—who’s working on it, when it’s due, and what steps need to be taken.

🔹 Organize work by boards, statuses, and priorities.

🔹 Assign tasks to team members for clear accountability.

🔹 Set due dates and keep track of progress.

🔹 Use labels, descriptions, and attachments to add context.

With everything in one place, you can avoid messy email threads, reduce confusion, and streamline collaboration.


📌 How to Create a Task & Assign It to the Right Team Members

Creating a task in Jugl takes just a few clicks!

1️⃣ Open the Task Module – Navigate to Tasks from your Jugl dashboard.

2️⃣ Click "New Task +" – This opens a new task card where you can enter details.

3️⃣ Give It a Clear Title – The task title is mandatory, so keep it descriptive! Instead of "Marketing Task," try "Launch Social Media Campaign for Q2" to make the goal clear.

4️⃣ Add More Details (Optional but Recommended!)

📝Description – Provide an overview or specific instructions.

📎Attachments – Upload files (images, PDFs, docs) directly to the task.

🏷Labels – Categorize the task by priority, type, or team focus.

5️⃣ Assign Team Members – Choose who will work on this task so there’s no confusion.

6️⃣ Set a Due Date – Keep work on track by setting deadlines.

7️⃣ Save & Done! 🎉 The task is now live on your board, ready to be tracked and completed.


📂 Understanding Task Boards, Statuses & Workflows

Once your task is created, it’s automatically placed on a Task Board.

What’s a Task Board?

A Task Board is like a visual roadmap for your team’s work. It keeps tasks organized and categorized by progress status.

📌 Typical Task Statuses:

🟡 Pending – New tasks that need to be completed.

🟠 In Progress – Tasks currently being worked on.

🟢 Completed – Finished tasks that no longer require action.

Each task moves across these statuses as work progresses, ensuring everyone knows what’s happening at a glance!

💡 Pro Tip: You can create custom statuses based on your workflow, like "Review Needed" or "Client Approval" for a more tailored approach.


🔍 Taking It Further: Labels, Priorities & Custom Fields

Jugl’s Task Module isn’t just about creating tasks—it’s about making them work for you.

🏷 Labels – Add color-coded labels to categorize tasks (e.g., "High Priority," "Client Task," "Internal Work").

🚦 Priorities – Set a priority level (Low, Medium, High) to help teams focus on what matters most.

🔄 Recurring Tasks – Automate repeating tasks so you never have to create them manually.

📊 Custom Fields – Create custom fields (Text, Dropdown, Date, or Number) to track extra details unique to your workflow.

🎯 Get Started with Tasks Today!

Jugl’s Task Module helps teams stay organized, meet deadlines, and collaborate effortlessly. By using boards, statuses, and assignments, you can manage work with clarity and efficiency.

🔹 Need a task tracked? Create it in seconds.

🔹 Want better organization? Use labels, due dates & priorities.

🔹 Managing a team? Assign tasks & monitor progress at a glance.

🚀 Start Managing Tasks in Jugl Today! 🎉

Now that you know the basics, log in to Jugl, create your first task, and get things done smarter! 🔗

Let’s Jugl it! 💡

Did this answer your question?