Getting Started with Hypertasks: Learn Board Basics

Step 1: Create a New Board

Keyboard:

1. Open the Hypertasks Command Center (HTC) by pressing Ctrl + K (Windows) or Cmd + K (Mac)

2. Type "create board" and select the option

3. Enter a name for your new board and press Enter

Mouse:

1. Click the hamburger menu (☰) in the upper left corner to open the board sidebar

2. Click the "+" icon in the board sidebar

3. Select "Create new board"

4. Enter a name for your new board and click "Create"

For more details, see How to Create a Kanban Board in Hypertasks.

Step 2: Set Up Columns

Keyboard:

1. Open the HTC (Ctrl + K / Cmd + K)

2. Type "Add column" and select the option

3. Enter the column

   name

Mouse:

1. Click the "+" icon at the right end of your board

2. Enter the column name and click "Add"

To manage columns: Keyboard: Use the HTC and search for "Manage columns" Mouse: Right-click on a column header and select "Manage columns"

Learn more about Managing and Creating Columns in Hypertasks.

Step 3: Add Tasks

Keyboard:

1. Press C to add a new task at the top of a column

2. Press Shift + C to add a new task at the bottom of a column

Mouse:

1. Click the "+" icon at the top of a column to add a task at the top

2. Click the "+" icon at the bottom of a column to add a task at the bottom

For both methods: 3. Enter the task title and press Enter / click "Create" 4. To add more details, press Enter / double-click the task to open it

For more information, see How to Create Tasks in Hypertasks.

Step 4: Customize Tasks

In the task detail view:

• Add a description: Click the description field and start typing

• Set priority: Press P or click the priority dropdown

• Set task size: Press S or click the size dropdown

• Add tags: Press T or click the tag field

• Set due date: Press Shift + D or click the calendar icon

• Assign task: Press A or click the assignee field

Note: For all fields, you can simply click on them with your mouse to edit or set values.

Learn more about Navigation and Editing Mode in Hypertasks Task Detail Page.

Step 5: Invite Team Members

Keyboard:

1. Open the HTC (Ctrl + K / Cmd + K)

2. Type "invite" and select the invite option

Mouse:

1. Click on your profile picture in the top-right corner

2. Select "Invite team members"

For both methods: 3. Enter the email addresses of your team members 4. Set appropriate permission levels

Step 6: Assign Tasks

Keyboard:

1. Select a task and press A

2. Choose a team member to assign the task to

Mouse:

1. Click on a task to open it

2. Click on the "Assign" field and select a team member

Step 7: Get To Know Your Inbox

Keyboard: Press G then I to go to your inbox Mouse: Click on the "Inbox" icon in the left sidebar

Familiarize yourself with Auto-Splits for efficient inbox management. Learn more about Using Auto-Splits in Hypertasks.

Tips for Success

• Use keyboard shortcuts for faster navigation. Press ? to see all shortcuts. See Hypertasks Keyboard Shortcuts for a complete list.

• Regularly process your inbox to stay on top of updates and communications. Learn How to Reach Inbox Zero with Hypertasks.

• Use the HTC (Ctrl + K / Cmd + K) to quickly access features and actions.

• Hover over elements in the interface to discover additional options and shortcuts.

• To quickly switch between boards, use the keyboard shortcut Ctrl + B (Windows) or Cmd + B (Mac), or click the hamburger menu (☰) in the upper left corner. See Quick Board Switching with the Hypertasks Sidebar for more details.

• Use filtering to focus on specific tasks. Learn How to Filter Tasks in Hypertasks: Mastering Shift+F.

• Sort your tasks efficiently using the Shift+S shortcut. See How to Sort Tasks in Hypertasks Using Shift+S.

Remember, you can always access the full list of keyboard shortcuts by pressing ? while on your board.

For more information on using Hypertasks effectively, explore our Help Center for additional guides and tips on boosting your productivity with Hypertasks.