Tasks

The atomic unit of work. Everything else is a container around tasks.

What a task is

A Task is a single piece of work that can be done by one person in one sitting, roughly. It has a title, a status, a priority, optional assignees, and up to three date fields (see Task timing).

Tasks never live on their own. They belong to either a project (initiative, workstream, or cycle) or another task as a subtask. The parent is how tasks roll up into higher-level views.

Anatomy

  • Title — what needs to happen
  • Status — todo / in_progress / done / cancelled
  • Priority — urgent / high / medium / low / none
  • Assignees — who owns it (0..N people)
  • targetDate — external deadline
  • startDate — when work begins (auto-derived from status if unset)
  • endDate — when work is expected to finish (auto-derived from status if unset)
  • parentTaskId — the task this is a subtask of, if any
  • projectId — the initiative or workstream this belongs to
  • cycleId — the sprint this is scheduled into
  • tags — free-form labels

Creating tasks

Three common entry points:

  • On a Tasks page — click + Newabove the table or board
  • Inside a project — every project page has an inline task list. Adding there sets projectId automatically
  • From a doc — highlight one or more lines and pick → Task from the selection menu. Each line becomes its own task and the source text is linked to the new record

Opening a task

Click a task row to open it as a full page. The header shows pinned fields as inline-editable chips (status, priority, assignee, targetDate by default). Everything else lives in the Properties popover. See Customization for how to choose what's pinned.

Tasks are pages. Anything you can do on a page — cover image, inline doc body, embedded tables — you can do on a task. Use the doc area for acceptance criteria, notes, and links to PRs.