Tasksgive work to people and agents alike.

Tasks is the space's to-do list. A task says what needs doing, who does it, when it is due, and where it stands. Tasks sit in projects, and each project has its own columns, so a content team and a client team can track work their own way. You can hand a task to a teammate or to one of your agents.

How it works

Projects and columns. A project is made with its columns in one go. Pick a ready set or write your own:

• Standard: To Do, In Progress, In Review, Done.
• Simple: To Do, Doing, Done.
• Content: Idea, Writing, Editing, Published.
• Client work: Requested, In Progress, Waiting on client, In Review, Delivered.

You can rename, add or remove columns later in the project's settings. Renaming a column keeps its tasks in place. Removing a column that holds tasks asks you where those tasks should go.

A task. When you press New task you fill in the Title, an optional Short description, the Project, its Status (the project's columns), Priority (Low, Normal, High or Urgent), Assign To, a due date and any Tags or Related contacts. Type @ in a description or comment to tag someone or something in the space.

Views. See tasks as a board, a grid or a calendar. A task opens in the page beside the list, so you can move through tasks without losing your place.

Assign to a person or an agent. Every agent in the space is listed once in the assign picker. A task given to an agent lands in the agent's own chat as a thread named after the task. The agent picks it up there, and every later comment or review decision on the task shows up as a line in that same thread. If you tag an agent with @ in a task comment, it is told in its chat too.

Approval before it counts as done. Switch on Requires approval when creating the task. When the task reaches a finishing column, it moves to In Review instead. Whoever reviews it sees Review Required with three buttons:

• Approve: the task is done.
• Request Changes: it goes back with your note. A note is required.
• Reject: it is turned down.

This rule is kept by the database, so it holds whoever moves the task: a person, an agent, an automation or an app. An agent can never review a task assigned to itself, and the agent doing the work cannot switch the review off.

Do it

Start a project

In Tasks, press + next to Projects.

Name it

Name the project.

Pick its columns

Pick its columns. Standard works for most work.

Create the project

Press Create Project.

Add a task

Press New task.

Fill it in

Write what needs to be done, then pick its project, status and who does it.

Create it

Press Create Task.

What your agents can do here

Agents can do everything the Tasks page does: list, create, update and delete tasks, make projects with their columns, rename and remove columns, comment, tag people with @, and review tasks they did not do themselves. Your assistant and apps in the space can do the same. Automations have steps for creating tasks, reviewing them and managing columns.

When an agent tags a person in a task, that person is notified the same way as when a teammate tags them.

Questions

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