---
title: "Task Card Actions"
slug: "task-board-actions"
updated: 2026-08-12T21:38:19Z
published: 2026-08-12T21:38:19Z
canonical: "help.agilityblue.com/task-board-actions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.agilityblue.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Task Card Actions

A context menu is available on all task cards to allow users to quickly interact with tasks directly from the Kanban view. To access the context menu, click on the 3 bars icon at the top right of any task card.

![Menu options for managing process data, including placing items on hold.](https://cdn.document360.io/630eeab5-df61-41eb-8d61-d3488c45f27d/Images/Documentation/Task card actions png.png)

The actions available will vary based on the status of the task and any permissions set but may include:

- **Done** — Moves the task from `In Progress` to `Completed`
- **Self-Assign & Done** — Moves the task from `In Progress` to `Completed` while also changing the assignee to the current user (if equipped with appropriate permissions)
- **Place on hold** — Places the task `On Hold`

> [!NOTE]
> A comment is required to move a task from `In Progress` to `On Hold` or back to `In Progress` from being `On Hold`.
- **Cancel** — Cancels the task (does not remove history or comments).

> [!NOTE]
> A comment is required to cancel a task.
- **Assign to me** — Assigns the task to the current user
- **Assign** — Provides a drop down to select from authorized users or teams and assigns the task to the user or team of users
- **Change Due Date** — Changes the due date of the task

> [!NOTE]
> The task’s due date cannot extend beyond the due date of the associated project.
- **Add Form** — Allows the user to add additional forms to the task
- **Log Media** — Allows the user to fill out a new media log entry
- **Log Volume** — Allows the user to add a new volume to the task
- **Log Billing** — Allows the user to add a new billing entry for the task
- **Share** — Allows the user to share the task details via email
- **Attach Files** — Allows the user to attach files to the task. Files can be dropped into the attachment window or selected via browsing
- **Add Comment** — Allows the user to add a new comment to the task
- **Edit** — Allows the user to edit the task details
- **Clone** — Allows the user to clone the task. Cloned tasks will carry over all included forms and field details but will exclude associated data such as comments, volumes, media, billing, attachments, etc.
- **Move** — Allows the user to move a task to a different project
- **Delete** — Deletes the task. Additionally the following actions are taken on associated data:
  - **Task comments** are deleted
  - **Media log entries** are not deleted and become disassociated
  - **Volumes** are not deleted and become disassociated
  - **Billing entries** are not deleted and become disassociated
  - **Attachments** are not deleted and become disassociated
  - **Task emails** are not deleted and become disassociated