Tasks and task IDs.

Every piece of work in UpRush is a task. A task belongs to one client (or to your studio's Internal board), can sit inside a project, and carries everything the job needs: a description and brief, deliverables, a checklist, dependencies, files, two comment streams, and a full activity log.

#Reading a task ID

Every task gets a reference the moment it is created, in three parts: your workspace prefix, a type code, and a number. In MF-VID-0042, MF is the workspace's Task ID prefix, VID is the type code, and 0042 means it is the 42nd VID task in the workspace. Each type code counts on its own, so your first graphics task is GFX-0001 even if you already have dozens of videos.

• The prefix is 2 to 4 letters, set at onboarding and editable in Settings → Workspace under Task ID prefix. Changing it only affects new tasks; existing tasks keep the prefix they were created with.
• The type code is 2 to 4 letters (for example VID or GFX), chosen per task. Tasks default to GEN.
• IDs are searchable: press ⌘K and type an ID to jump straight to it.

Changing a type code

1. 1
   On the task page, open More actions (the three-dot button).
2. 2
   Choose Change type code….
3. 3
   Type the new 2 to 4 letter code and select Save.

#Create a task

1. 1
   Select New task on a client's board, on a project page, or from ⌘K.
2. 2
   Optionally pick Start from template (optional). The template's brief, deliverables and checklist come along too, and it sets the type code.
3. 3
   Enter a Title, pick the client (or add one with + New client), and optionally a Project (optional).
4. 4
   Set the Type code, Priority, Tags and Deadline (optional).
5. 5
   Select Create task. The task lands in the client's Queue.

Clients create tasks too, from their portal's New request button. Those arrive in the Queue like any other task. See Client requests.

#The task page

The header shows the ID, the title (click to edit), the internal status, a Client sees: chip showing the status the client sees, priority and health. Below it, a summary strip states the next step in plain words, shows the due dates and the lead assignee, and holds the status control.

• Priority cycles Low, Normal, High, Urgent when you click it. High and Urgent are flagged on board cards.
• Health cycles On track, At risk, Blocked.
• A Blocked chip also appears automatically when the task depends on another task that is not finished yet.

Tabs

The sidebar

• People: assignees, with one marked as lead. Managers use Assign to add people, and can ping a production assignee with Ping about activity (an optional note, once per 24 hours).
• Dates: Deadline (the date the client sees) and Internal (locked, never shown to clients), plus Completed, Preferred, Requested and Started.
• Revisions: Round 1 of 2 included style tracking, with Current round and Rounds included steppers for managers.
• Reviewers: outside reviewers who get a personal no-login review page. See Guest review links.

#More actions

Managers find these under More actions:

• Duplicate… makes a fresh copy in the Queue. Choose what to carry over: Brief, Deliverables (statuses reset), Checklist (unchecked), Assignees and Dates. Comments and files never copy.
• Save as template… turns this task's shape into a reusable template (manage them in Settings → Templates).
• Change type code… re-numbers the task, as above.
• Archive takes the task off every board and list. Unarchive it from the task page at any time.
• Delete task removes it permanently. Only owners, admins and dedicated experts can delete, and it cannot be undone.

Next: learn how a task moves in Task statuses.