Planner view in Tasks uses personal stages. You can organize stages by task type, workflow step, or department.

By default, Tasks includes these stages:

• New tasks
• To be done next week

All existing tasks appear in the New tasks column. You can rename default stages, create new ones, and move tasks between stages.

Create a stage

1. Open the All stages menu.
2. Click the pencil icon.
3. Click + Create stage.
4. Enter a stage name and choose a color.

You can also change the order of stages. Drag a stage to a new position in the list.

After you create a stage, you can move tasks into it.

Create a task

1. Click the + button in any stage.
2. Enter the task name.
3. Fill in the required fields.

New tasks appear in the New tasks column by default. You can move them to another stage at any time.

Move a task to another stage

1. Open the task in the Tasks section.
2. Select the stage where you want to move the task.

Moving a task to another stage does not change its deadline.

Edit or delete a stage

1. Open the All stages menu.
2. Click the pencil icon.
3. Find the stage you want to change and click the pencil icon next to it.
4. Edit the stage name or color, or delete the stage.