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Working with tasks

Creating tasks​

  • New task in the header works from anywhere.
  • In List, every category section has an add-task row at the bottom, and the Add task button next to the filter adds to the top.
  • In Calendar, hover a day and click the + to create a task due that date.

The editor autosaves: a task exists as soon as you give it a title, and every later change saves as you make it. Discard draft (for a brand-new task) and Revert changes (for an existing one) sit at the bottom of the editor if you change your mind.

Dates​

A task can have a start date and a due date, each with an optional time of day. A time requires a date; clearing the date clears its time with it. Tasks with dates appear on the Calendar and drive the Dashboard's Today and Up next sections — overdue tasks are grouped in red at the top of Today.

Color and icon​

Give a task any color and any icon — pick from the icon library or use an emoji. Your most-used choices live in a quick-pick row you can customize in Settings (or right from the picker). In List, the task's color shows as a small pill in the row's left margin.

The description​

The description is a rich-text field with formatting, checklists, code blocks with syntax highlighting, and more:

  • Images — paste, drag in, or use the image button. Pick a display size per image; images count toward your workspace storage.
  • Files — attach files of any type in the Attachments section at the bottom of the editor. Click to download. Downloads require being signed in to your workspace — attachment links are never public.
  • Task references — type @ to link another task by name.
  • Video links — a YouTube, Vimeo or Loom link on its own line becomes a click-to-play player. Your browser never contacts the video host until you press play, so opening a task doesn't tell anyone what you're looking at.

Editing from the list​

Small changes don't need the editor. On a List row you can rename the task (pencil icon), set or change the due date, star it as a favorite, close it with the circle at the front of the row, or archive it — all in place.

Need to act on many tasks? Select them with the checkboxes and use the bulk bar to Close, Archive or Delete them in one go.

Sorting​

The Sort button in List orders each list your way: your own manual order (drag tasks, or use arrow keys on a row's handle), alphabetical, by due, start or created date, by tracked time, or by color. The choice is saved per list.

Finishing a task​

When you're done — or a task shouldn't exist at all — you have three ways out: Close, Archive or Delete. They behave differently, and picking the right one matters for your timesheet. See Close, archive or delete?