> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.holaspirit.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to add, edit, archive and delete tasks?

Effortlessly manage your tasks with intuitive controls. **Add, edit,** or **delete** tasks seamlessly, ensuring flexibility and adaptability in your workflow. Stay organized and focused on what matters most, optimizing your productivity.
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# How to add a Task?

## From the Projects app

In the **Projects app**, find **My tasks** view and click on **Add task** button: 

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-13-at-10491_svga6m.png)


## From circle or role page

On your **circle's page**, go to the **Projects** section and click on **Add project** button:  


![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-13-at-10504_14e9n8j.png)


## During a meeting while on the Projects step

During your **circle's meeting**, go to **Projects** step and find **Add project** button:

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-13-at-10513_kizam3.png)


📌 **Note:** Only the meeting Secretary can add a project or task during the meeting. Also, you need to make sure the **Projects step** is included in your [meeting template](https://help.holaspirit.com/en/article/how-to-create-a-meeting-template-1943jyx/).
---

# How to edit a Task?

Likewise to adding projects, you can edit a task card from:

* Projects app,
* Circle board,
* Role/circle page,
* In a meeting.

Simply click on the selected project and make changes, which will be saved automatically.

📌 **Note**: **All members of a circle can edit its projects**, even without being directly assigned to it.
---

# How to delete a Task?

**⚠️** The deletion of a task card is **permanent** and deleted cards **cannot be restored**. **All its subtasks will also be deleted.**

## From the Task card

Open **task card** and find **Delete** button at the bottom:  


![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-13-at-10523_21sqsv.png)

## From the Projects app

In the **Projects app**, go to **My tasks** view, find **three-dots men**u and click on **Delete** button:  


![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-13-at-10532_161ae61.png)


## From circle or role page

On your **circle's page**, go to the **Projects** section, find three-dots menu next to your project and click on **Delete** button:

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-13-at-10541_lkj48n.png)


## During a meeting while on the Projects step

During your **circle's meeting**, go to **Projects step**, find three-dots menu and click on **Delete** button:  


![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-13-at-10550_16du2p7.png)

---

# How to archive a task?

Likewise to deleting tasks, you can archive a task card from:

* Task card,
* Projects app,
* Circle board,
* Role/circle page,
* In a meeting.

By archiving a task, you will remove it from your circle's project board, but you will still be able to consult it with the **Archived tasks** view. All archived tasks will be available under the **box icon** on your circle board.

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-13-at-10563_cg6kn0.png)


📌 **Note**: Archiving a task also archives **all its subtasks**.

Tasks can be unarchived directly from the **task card** or from the **Archived tasks view**. **Unarchiving a task** also unarchives **all its subtasks.**

![](https://storage.crisp.chat/users/helpdesk/website/-/c/4/1/5/c415f7c7930b8000/screenshot-2025-08-13-at-10570_1p07lpj.png)