Managing Tasks in Nexus
Nexus provides an intuitive task management system that helps individuals and teams organize their work efficiently. Whether you're tracking a personal to-do list or managing a complex project, Nexus offers powerful tools to streamline your workflow.
📝 1. Creating a Task
Creating a new task in Nexus is quick and straightforward.
Steps to Create a Task:
- Go to the Board View.
- Click the plus (+) icon next to the column where you want to add the task.
- The task creation form will appear.
Key Fields in Task Creation:
| Field | Description |
|---|---|
| Title | A short and clear task name (this is what appears on the board). |
| Description | A detailed explanation of the task, formatted using Markdown (for lists, bold text, links, etc.). |
| Tags | Labels that help categorize tasks (e.g., "Urgent," "Bug," "Feature"). |
| Create Another Task | Check this box to quickly add another similar task (with some fields pre-filled). |
| Color | Choose a color code to visually differentiate tasks. |
| Assignee | Assign the task to a specific team member. |
| Category | Group tasks under predefined categories (available if categories are enabled for the project). |
| Column | Define which column the task will be placed in. |
| Priority | Set urgency levels (P0 - P3, where P0 is the highest priority). |
| Complexity | Define effort estimation (commonly using Fibonacci series numbers in Agile). |
| Reference | Add an external reference ID (useful for linking the task to another system). |
| Original Estimate | Enter the estimated time (hours) required to complete the task. |
| Time Spent | Log the actual hours worked on the task. |
| Start Date | Specify when the task should begin. |
| Due Date | Set a deadline (overdue tasks turn red; upcoming due dates remain black). |
✅ Tip: Click the "Preview" button to see how your Markdown-formatted description will look.
🔄 2. Duplicating and Moving Tasks
Sometimes, tasks need to be copied or moved between projects and columns.
📌 Duplicating a Task Within the Same Project
- Open the task view.
- Click "Duplicate" from the left-hand menu.
- A new task is created with the same details as the original.
📌 Duplicating a Task to Another Project
- Open the task view.
- Click "Duplicate to another project".
- Select a destination project from the drop-down menu (you must be a member of the project).
- Choose:
- Swimlane (if applicable)
- Column (where the task will go)
- Category
- Assignee (who will handle the task)
📌 Moving a Task to Another Project
- Similar to duplication, but instead of creating a copy, the task is transferred to a new project.
- You must select the new column, assignee, category, and other necessary details.
✅ What Properties Are Copied When Duplicating a Task?
✔ Title
✔ Description
✔ Due Date
✔ Color
✔ Project & Column
✔ Assignee
✔ Priority & Complexity
✔ Estimated Time
✔ Swimlane
✔ Recurrence Settings
✅ 3. Closing Tasks
Once a task is complete, closing it removes it from the active board while keeping it accessible in records.
📌 How to Close a Task
- From the Board View: Click the task drop-down menu and select "Close Task".
- From the Task View: Select "Close Task" from the sidebar menu.
📌 Important:
- Incomplete subtasks are automatically marked as "Done" when the main task is closed.
- To view closed tasks, use the search filter:
status:closedor select "Closed Tasks" from the filter menu.
🔗 4. Linking Tasks
Tasks can be connected to indicate dependencies or relationships between them.
📌 Available Relationships:
- Relates to
- Blocks | Is Blocked By
- Duplicates | Is Duplicated By
- Parent | Child Relationship
- Milestone Connections
- Fixes | Is Fixed By
🔍 Tip: Tasks can also be linked across projects for better tracking.
📊 5. Tracking Task Transitions
Every time a task is moved between columns, Nexus records the movement for tracking.
📌 What Information is Tracked?
✔ Date of movement
✔ Source column → Destination column
✔ Who moved the task
✔ Time spent in each column
🔁 6. Recurring Tasks
Instead of being based on specific dates, recurring tasks in Nexus are triggered by actions.
📌 How Recurring Tasks Work
- A new task automatically appears in the first column when a trigger happens.
- Due dates can be recalculated based on days, months, or years.
- Each task records the parent task that created it.
📌 Triggers That Create Recurring Tasks
- Moving a task from the first column
- Moving a task to the last column
- Closing the task
📌 How to Set Up a Recurring Task
- Open the task view.
- Click "Edit Recurrence" and configure the settings.
🖼️ 7. Adding Screenshots to Tasks
Images help clarify tasks, especially for bugs, design requests, or reports.
📌 How to Add Screenshots
- Windows & Linux: Press
CTRL + Vto paste an image into the task. - macOS:
Command + Control + Shift + 3→ Capture full screen.Command + Control + Shift + 4→ Select an area.Command + Control + Shift + 4, then Space→ Capture a window.
💡 Tip: You can paste images directly into the Board View or Task View.
🏷️ 8. Using Tags for Organization
📌 How to Use Tags
- Assign one or multiple tags when creating a task.
- Use auto-complete to quickly select existing tags.
- Manage global tags in Application Settings or project-specific tags in Project Settings.
📌 Searching for Tasks by Tag
Use the filter: tag:[tag-name]
📈 9. Task Analytics: Tracking Performance
Each task includes an analytics section to track performance.
📌 Key Metrics
⏳ Lead Time
- Time between task creation and completion (when it is closed).
⏳ Cycle Time
- Time between task start date and completion.
- If no start date is set, Cycle Time is not calculated.
📊 Time Spent in Each Column
- A visual chart shows how long a task stays in each column before completion.
Final Thoughts: Maximizing Productivity with Nexus
By using Nexus, teams can:
✅ Create, move, duplicate, and close tasks efficiently
✅ Track dependencies and progress with analytics
✅ Automate recurring tasks for streamlined workflows
✅ Use screenshots and tags for better organization
Mastering these features will help improve productivity and keep your projects running smoothly!