Task Actions

Open any task, then click the Three Dot icon in the top right corner of the task pop-up to reveal the Task Actions menu. These actions give you extra options for organizing and managing that task:

• Copy Task Link: Copies a link to this task, so you can send it to a teammate who already has access to the board.
• Share Task: Creates a read-only link that anyone can open without logging in. See Share a Task with a Read-Only Link below.
• Pin Task: Pin your most critical tasks so they stay at the top of your board, easy to find on busy boards.
• Join as Assignee / Leave Task: If you're not assigned to the task yet, this shows as Join as Assignee, letting you add yourself with one click. Once you've joined, the same spot shows Leave Task, so you can remove yourself as an assignee just as easily.
• Move: Allows you to move the task to any board and stage. This experience has been redesigned to make changing a task's stage or board quicker and clearer. Its comments, replies, attachments, and time-tracking entries all move along with it.
• Watching: The Watching option lets you stay updated on changes and activities for this specific task.
• Make Template: This enables you to create a template from the task.
• Recurring Task: Sets this task to repeat on a schedule you choose. For the full walkthrough, see the Recurring Tasks guide.
• Clone Task: Creates an exact copy of this task, right in the same stage.
• Convert to Subtask: Turns this task into a subtask under another task on the board.
• Archive Task: Archives the task.
• Delete Task: Permanently deletes the task.

Share a Task with a Read-Only Link

You can easily show a single task to a client or teammate without giving them a login. They open your link and see only that task, and they can't change anything.

Create a Share Link

Open the task, click the Three Dot icon, and select Share Task. A pop-up will appear with the sharing options.

Choose what you want visitors to see under Visible on the shared page. By default, the link shows the task's labels, due dates, priority, and description. It hides assignees, subtasks, attachments, and comments.

Once you're done, click the Create link button. Then click Copy share link and send it to anyone you like.

NOTE

If you turn on Comments, anyone with the link can read all task comments, including internal discussion. Switch it on only when you're happy for visitors to see everything.

Change or Turn Off a Share Link

Reopen Share Task any time to change what visitors see. Your link stays the same, so you don't need to send it again.

To stop sharing, click the Disable link button. The old link stops working right away. If you share the task again later, FluentBoards creates a brand-new link.

A shared link also stops working if the task or its board is archived or deleted. The same happens if you move the task to another board or archive its stage.

NOTE

A couple of actions have moved out of this menu. Click the Image icon next to the Three Dot icon to change the task's cover, and use the Add Custom Field option inside the task body to add a custom field — read the Custom Fields guide to learn more.