Separators are a great way to divide your tasks lists in different sections, but are more importantly they are your columns in the task board views.
Separators make it possible to manage processes in your task lists, whether in your personal task list or in subject task lists. They can also be used to define categories of tasks within a task list.
Here are a few examples of how separators can help you define processes:
- Support: New -> In progress -> Verified -> Resolved
- Development: To Fix -> To Do -> Doing -> Done -> Released
- Sales: Order received -> Order affected -> Order provisioned -> Client billed -> Payment received
Separators can be created from three different ways:
- in task lists
- in board view
- and by turning a task into a separator.
First and foremost, you can create separators from task lists. You need to have at least one task in your list so that the + buttons appears in the list. Hover between two tasks and click on the + button on the left edge of the task list to display the dropdown menu. From there select “Insert separator” and start typing your separator label, press Enter to create it. You can keep creating separators or press Esc to dismiss the creation field.
You can create separators in the board view. Click on board and create a new column. The board columns are in fact separators in the equivalent task lists, so keep that in mind when you are changing things around in either view.
You can turn a task into a separator. Select any task and open its task card. Click on the top right dropdown menu shaped with three dots and select “Turn into a separator”. You can do the opposite and turn a separator into a task.
More on separators
Separators have their own task card, just like tasks do, and can have a due date that will show in task lists. They can also have a description, files, comments and everything else a regular tasks has.
Also keep in mind that since separators are essentially tasks with a different display, they need to be shared the same way tasks are shared in subjects to be visible to other team members.