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Manage tasks

Each project has a Tasks tab where you track the work the project needs. You can assign a task to people, or to an agent that does the work for you. This page shows you how to manage the task list.

Before you start​

  • Open the project and select the Tasks tab. See Work in a project.
  • To add, edit, arrange or remove tasks, you need to be able to edit the project. Someone assigned a task can open and update that task, but can't reassign or remove it.

Read the task list​

The list has these columns:

ColumnWhat it shows
TaskThe task name. Select it to open the task. A task shown only because a task nested under it matches your filter is marked Parent Task shown for context.
Start / EndThe task's Start and End dates.
Assigned toThe first assignee, with a symbol for a person or an agent. +2 and similar show how many more people are assigned. Unassigned means no one is.
Task StatusNot Started, Planned, In Progress, Awaiting Review or Complete.
TagsThe task's tags, or a dash if it has none.
ActionsThe next step for the task, a chat button and More actions.

Nested tasks are indented under their parent. Under the list, a line reads Showing all followed by the number of tasks, or Showing a number of the total when a filter is on.

Add a task​

  1. Select Add Task. The Add Task dialog opens.
  2. In Task name, type a name. The name is required and can be up to 200 characters.
  3. Optional: in Description, say what the task is about.
  4. Under Assigned to, choose one or more people. Or, under Agent, choose one agent to do the task. A task can have people or an agent, not both.
  5. Choose a Task Status. When you choose an agent, the status is set to Not Started and can't be changed here.
  6. Optional: set a Start Date and End Date.
  7. Optional: tick tags under Tags. Tags are shared with your account. Anyone can attach a tag. Only its creator can rename or delete it.
  8. Select Save Task.

To add a task under another one, add it, select it, then select Indent.

Edit a task​

  1. Select More actions (the three dots) on the task.
  2. Select Edit Task.
  3. Change the details you need.
  4. Select Save Task.

You can also edit a task from its own page. See Work on a task.

Arrange tasks​

  1. Select a task with the button in its first column.
  2. Select an action:
    • Move Up or Move Down moves the task among the tasks at the same level.
    • Indent nests the task under the task above it.
    • Outdent moves the task up one level.

An action is greyed out when the move isn't possible.

Find tasks​

  • Search. Type in Search Tasks… to narrow the list by name.
  • Tags. Open All tags, tick one or more tags or Untagged Tasks, then select Apply. Each selected tag narrows the list and shows as a chip above it. Select the cross on a chip to remove it.
  • Assignee. Open Assignee and tick people. The menu shows how many you've picked, for example Assignee (2).

To remove every filter, select Clear filters.

Move a task forward​

The Actions column shows the next step:

  • For a task assigned to people, Complete appears when the task is In Progress. Select it to mark the task complete.
  • For a task assigned to an agent, Plan, Re-plan or Complete appears. See Run a task with an agent.

For a task assigned to people, the chat button (Start a new conversation for this Task) starts a chat linked to the task.

Remove a task​

  1. Select More actions on the task.
  2. Select Remove Task.
  3. Read the dialog. It says what will be removed, including any tasks nested below it.
  4. Select the Remove button, for example Remove 1 Task, or select Cancel.

Removing a task can't be undone. You can remove up to 50 tasks at once.

Some tasks can't be removed. The dialog says This Task cannot be removed and explains why:

  • An agent is running on the task now. Wait for it to finish, or stop it, then try again.
  • The task has agent run history or a linked conversation. Tasks that record work done can't be removed.

Troubleshooting​

  • No Tasks yet. Add only the work you need to track. The project has no tasks. Select Add Task.
  • No Tasks match this Search and selected Tags. Select Clear filters to see every task.
  • End Date cannot be before Start Date. Change one of the dates.
  • Choose people or a single agent, not both. Clear either the people or the agent.
  • A Task can be run by only one agent. Choose one agent.
  • There is no task above this one at the same level. The task can't move that way. Choose another action.