Managing Tasks

Tasks are actionable work items that keep your team organized. They support multiple view modes, scheduling, labels, and deep integration with AI agents that can create, assign, and manage tasks autonomously.

Creating Tasks

There are several ways to create a task:

From the Task View

1. Navigate to a task group in the sidebar
2. Click New Task at the top
3. Enter a title and optional details
4. Set assignee, due date, labels, and state

From Chat

Ask an agent to create tasks directly from conversation:

@Assistant create a task titled "Review Q2 report" 
assigned to me, due Friday

Bulk Creation

Agents can create multiple related tasks at once:

@Assistant break down "Launch new landing page" into subtasks:
design mockup, write copy, implement HTML, review and deploy

Task States

Every task moves through a lifecycle of states:

• Open — Not yet started
• In Progress — Actively being worked on
• Waiting — Blocked on something (agent work, feedback, external dependency)
• Completed — Done
• Cancelled — No longer needed

Tasks in the Waiting state are particularly useful when an agent is performing background work — the task automatically reflects that something is in progress but needs attention.

View Modes

List View

The default view groups tasks by state. Sections appear in priority order: In Progress, Open, Waiting, Completed, Cancelled. You can:

• Drag and drop tasks between sections to change state
• Reorder tasks within a section
• Bulk select with checkboxes (Shift+click for range selection)
• Group by state or none using the toggle

Board View

A Kanban-style view with columns for each state. Drag cards between columns to update state. Board view is great for visual workflow tracking.

Switch between views using the view toggle at the top of the task group page (?view=list or ?view=board).

Calendar View

Navigate to the Calendar in the sidebar to see tasks plotted by due date. Tasks with both a start_date and due_date span across multiple days. Calendar supports month and week views.

Task Groups

Tasks are organized into groups — think of them like projects or categories. Each task group:

• Has its own name, slug, and position in the sidebar
• Contains a discussion channel (auto-created) for team conversation about the group
• Supports archiving when the work is complete
• Shows task counts in the sidebar

Labels

Labels add color-coded tags to tasks for additional categorization:

• Create labels from the task group settings
• Each label has a name and color
• Apply multiple labels to a single task
• Filter tasks by label in list view

Scheduling

Tasks support rich scheduling:

• Due date — When the task should be completed
• Due time — Specific time on the due date
• Start date — When work should begin (creates multi-day calendar spans)
• Reminder — Get notified at a specific time before the task is due

Agent Integration

AI agents can fully manage the task lifecycle:

• Create tasks from chat conversations
• Update state as work progresses
• Assign tasks to team members or other agents
• Spawn subtasks to break complex work into steps
• Search tasks to find relevant work items
• Add/remove labels for organization
• Track activity and provide status updates

Task Pipelines

For complex workflows, tasks can be chained into pipelines where the output of one task feeds the next. This is the discover, fan-out, synthesize pattern:

1. A discovery task finds initial data
2. Sub-tasks are spawned for deep-dive analysis
3. A synthesis task rolls up all findings

See the Patterns & Recipes guides for detailed pipeline examples.