---
title: Task Management Overview
description: Manage and assign tasks in various project views to track comprehensive task details and drive progress.
---

[Skip to content](https://learn.projectmanager.com/task-management#main-content)

- [English](https://learn.projectmanager.com/task-management)
- [Español](https://learn.projectmanager.com/es/gestion-de-tareas)

English

Show submenu for translations

[Ask a Question](https://learn.projectmanager.com/kb-tickets/new)

![](https://learn.projectmanager.com/hs-fs/hubfs/2022-PM-Logo-01.png?width=40&height=31&name=2022-PM-Logo-01.png)

- [ProjectManager Knowledge Base](https://learn.projectmanager.com/)

Open main navigation

Close main navigation

- [ProjectManager Knowledge Base](https://learn.projectmanager.com/)
- - [English](https://learn.projectmanager.com/task-management)
    - [Español](https://learn.projectmanager.com/es/gestion-de-tareas)

  English
  
  Show submenu for translations
- [Ask a Question](https://learn.projectmanager.com/kb-tickets/new)

 How can we help you today?

- There are no suggestions because the search field is empty.

1. [ProjectManager Knowledge Base](https://learn.projectmanager.com/)
2. [Tasks & teams](https://learn.projectmanager.com/tasks-teams)
3. [Task Management Basics](https://learn.projectmanager.com/tasks-teams#task-management-basics)

# Task Management Overview

## Manage and assign tasks in various project views to track comprehensive task details and drive progress.

Tasks in ProjectManager have several in-depth fields to track planned vs. actual hours, progress, due dates, priority, assignee and status. Use the task card to add to-do lists, tags, subtasks, attachments, resource costs and comments. Set task approvers or view task history to track changes.

Our task types include:

- Project tasks
- Summary tasks, or a task that represents a group of subtasks
- Recurring tasks that repeat daily, weekly, monthly or annually

Create and edit tasks in the list, board, Gantt, sheet and calendar views. The task list contains all tasks in one place. Task data entered in one view remains the same across views, retaining all data entered on the task card.

### Task Management Introduction Video

<iframe data-hsv-src="https://play.hubspotvideo.com/v/6111124/id/136471624086" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="136471624086" data-hsv-style="" data-hsv-width="688" data-hsv-height="387" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

### Tasks on the My Summary Page

The [My Summary](https://learn.projectmanager.com/my-summary) section of the home view shows a high-level overview of the tasks to which you're assigned. Below the pie chart breakdown, you'll also see a list of your tasks that you can click on for additional information. 

![My summary tasks](https://learn.projectmanager.com/hs-fs/hubfs/My%20summary%20tasks.png?width=688&height=797&name=My%20summary%20tasks.png)

### Creating New Tasks

When creating a task, the data automatically reflects across the software. Project managers can create and organize tasks on our [Gantt chart](https://learn.projectmanager.com/the-gantt) while project teams can gravitate toward the [kanban board](https://learn.projectmanager.com/project-board) or another view of their choice. Create a task [using a shortcut](https://learn.projectmanager.com/keyboard-shortcuts) on the keyboard or create new tasks in any project view. 

 

![Create new task keyboard shortcut](https://learn.projectmanager.com/hs-fs/hubfs/Create%20new%20task%20keyboard%20shortcut.png?width=641&height=304&name=Create%20new%20task%20keyboard%20shortcut.png)

We have different types of tasks that you can create, including:

- [Recurring tasks](https://learn.projectmanager.com/recurring-tasks) that repeat on a set cadence
- [Summary tasks](https://learn.projectmanager.com/how-to-create-a-summary-task) made from a series of subtasks
- Standard project tasks

You can also view your task history and set task approvals to ensure quality. Remember, the [task list](https://learn.projectmanager.com/project-list) has all your tasks in one location. When working on the Gantt or sheet view, only 200 tasks can be copied at once.

### Understanding the [Task Card](https://learn.projectmanager.com/task-card)

The task card across all project views is universal and allows you to edit task information in one streamlined location. Here, you can:

- Set task approvals
- Set recurrence
- Add progress, duration, assignee, due date, priority level
- Add files or comments to collaborate with your team

 

![Summary task card on kanban board](https://learn.projectmanager.com/hs-fs/hubfs/Summary%20task%20card%20on%20kanban%20board.png?width=688&height=536&name=Summary%20task%20card%20on%20kanban%20board.png)

**Note: Some task management features are only on Business and above. **

**Need access?  [Upgrade your plan today](http://app.projectmanager.com/go/pricing)**

### [Task History](https://learn.projectmanager.com/task-history)

If you need to see changes made to a particular task, such as the assignee, due date, priority, etc., right-click on the corresponding cell in the Gantt or sheet view. You can also lock the task to prevent anyone from editing it or set it as a project milestone.

 

![View task history](https://learn.projectmanager.com/hs-fs/hubfs/View%20task%20history.png?width=688&height=571&name=View%20task%20history.png)

### [Task Approvals](https://learn.projectmanager.com/task-approvals)

When creating a [custom workflow](https://learn.projectmanager.com/custom-workflows), set specific task approvals so a task status cannot change without the right approval. 

 

![Approval needed on task](https://learn.projectmanager.com/hs-fs/hubfs/Approval%20needed%20on%20task.png?width=688&height=533&name=Approval%20needed%20on%20task.png)

 

If you have additional questions about task management in ProjectManager, please reach out to us at support@projectmanager.com!

 

- [Training walkthroughs](https://learn.projectmanager.com/training-walkthroughs#main-content)

    - [Setting Up Your Account](https://learn.projectmanager.com/training-walkthroughs#setting-up-your-account)
    - [Resource Management](https://learn.projectmanager.com/training-walkthroughs#resource-management)
    - [Team Management](https://learn.projectmanager.com/training-walkthroughs#team-management)
    - [Gantt Chart](https://learn.projectmanager.com/training-walkthroughs#gantt-chart)
    - [Dashboards](https://learn.projectmanager.com/training-walkthroughs#dashboards)
    - [Portfolio Management](https://learn.projectmanager.com/training-walkthroughs#portfolio-management)
    - [Integrations](https://learn.projectmanager.com/training-walkthroughs#integrations)
- [Getting started](https://learn.projectmanager.com/getting-started#main-content)

    - [Software Basics](https://learn.projectmanager.com/getting-started#software-basics)
    - [Account Basics](https://learn.projectmanager.com/getting-started#account-basics)
    - [Making Your First Project](https://learn.projectmanager.com/getting-started#making-your-first-project)
    - [Preferences & Notifications](https://learn.projectmanager.com/getting-started#preferences-notifications)
- [Managing projects](https://learn.projectmanager.com/managing-projects#main-content)

    - [Project Management](https://learn.projectmanager.com/managing-projects#project-management)
    - [Project Settings](https://learn.projectmanager.com/managing-projects#project-settings)
    - [Templates, Imports & Exports](https://learn.projectmanager.com/managing-projects#templates-imports-exports)
- [Project views](https://learn.projectmanager.com/project-views#main-content)

    - [Our Project Views](https://learn.projectmanager.com/project-views#our-project-views)
    - [List, Board & Calendar Views](https://learn.projectmanager.com/project-views#list-board-calendar-views)
    - [Gantt View](https://learn.projectmanager.com/project-views#gantt-view)
    - [Sheet View](https://learn.projectmanager.com/project-views#sheet-view)
    - [Risk View](https://learn.projectmanager.com/project-views#risk-view)
- [Tasks & teams](https://learn.projectmanager.com/tasks-teams#main-content)

    - [Task Management Basics](https://learn.projectmanager.com/tasks-teams#task-management-basics)
    - [Advanced Task Management](https://learn.projectmanager.com/tasks-teams#advanced-task-management)
    - [Team Organization](https://learn.projectmanager.com/tasks-teams#team-organization)
    - [Team Management](https://learn.projectmanager.com/tasks-teams#team-management)
- [Resource management](https://learn.projectmanager.com/resource-management#main-content)

    - [Resource Availability](https://learn.projectmanager.com/resource-management#resource-availability)
    - [Time Management](https://learn.projectmanager.com/resource-management#time-management)
- [Dashboards, reports & PPM](https://learn.projectmanager.com/dashboards-reports-ppm#main-content)

    - [Dashboards](https://learn.projectmanager.com/dashboards-reports-ppm#dashboards)
    - [Project Portfolio Management](https://learn.projectmanager.com/dashboards-reports-ppm#project-portfolio-management)
    - [Reports](https://learn.projectmanager.com/dashboards-reports-ppm#reports)
- [Account, security & users](https://learn.projectmanager.com/account-security-users#main-content)

    - [Account and Project Security](https://learn.projectmanager.com/account-security-users#account-and-project-security)
    - [User Management](https://learn.projectmanager.com/account-security-users#user-management)
    - [Account Management](https://learn.projectmanager.com/account-security-users#account-management)
- [Integrations](https://learn.projectmanager.com/integrations#main-content)

    - [ERP / Accounting](https://learn.projectmanager.com/integrations#erp-accounting)
    - [Collaboration](https://learn.projectmanager.com/integrations#collaboration)
    - [Development](https://learn.projectmanager.com/integrations#development)
    - [Analytics](https://learn.projectmanager.com/integrations#analytics)
    - [API](https://learn.projectmanager.com/integrations#api)
- [Customer resources](https://learn.projectmanager.com/customer-resources#main-content)

    - [Training Academy](https://learn.projectmanager.com/customer-resources#training-academy)
    - [Listen & Learn Videos](https://learn.projectmanager.com/customer-resources#listen-learn-videos)
- [By industry](https://learn.projectmanager.com/by-industry#main-content)

    - [Construction](https://learn.projectmanager.com/by-industry#construction)
    - [Manufacturing](https://learn.projectmanager.com/by-industry#manufacturing)
    - [Professional Services](https://learn.projectmanager.com/by-industry#professional-services)
- [Latest releases](https://learn.projectmanager.com/latest-releases#main-content)

    - [Phased Releases](https://learn.projectmanager.com/latest-releases#phased-releases)
    - [2026 Releases](https://learn.projectmanager.com/latest-releases#2026-releases)
    - [2025 Releases](https://learn.projectmanager.com/latest-releases#2025-releases)
    - [2024 Releases](https://learn.projectmanager.com/latest-releases#2024-releases)
    - [2023 Releases](https://learn.projectmanager.com/latest-releases#2023-releases)
    - [2022 Releases](https://learn.projectmanager.com/latest-releases#2022-releases)
- [Mobile app](https://learn.projectmanager.com/mobile-app)

[![2022-PM-Logo-cropped](https://learn.projectmanager.com/hs-fs/hubfs/2022-PM-Logo-cropped.png?width=150&height=30&name=2022-PM-Logo-cropped.png "2022-PM-Logo-cropped")](https://www.projectmanager.com)

Get organized. Do amazing things.

<https://www.youtube.com/user/projectmanagervideos/videos> <https://www.linkedin.com/company/projectmanager.com/> <https://www.facebook.com/projectmanage/> <https://twitter.com/ProjectTips> [mailto:support@projectmanager.com](mailto:support@projectmanager.com)

[Login](https://software.projectmanager.com/login)  |  [Ask a Question](https://learn.projectmanager.com/kb-tickets/new)  |  [Tutorial Videos](https://www.projectmanager.com/product-videos)

```json
{
  "@context" : "https://schema.org",
  "@type" : "VideoObject",
  "contentUrl" : "https://6111124.fs1.hubspotusercontent-na1.net/hubfs/6111124/Marketing%20Content/Training%20Academy/Training%20Academy%20-%20Task%20Management.mp4",
  "dateModified" : "2024-01-04T22:32:29.419Z",
  "duration" : "PT3M43.595S",
  "height" : 720,
  "name" : "Training Academy - Task Management",
  "thumbnailUrl" : "https://6111124.fs1.hubspotusercontent-na1.net/hubfs/6111124/Marketing%20Content/Training%20Academy/Training%20Academy%20-%20Task%20Management.mp4/medium.jpg",
  "uploadDate" : "2023-09-25T17:47:13.580Z",
  "width" : 1280
}
```