Creating a task

Several ways to create tasks:

Create menu: Select "Task" from the create menu. The task opens as an inline card, assigned to you by default.
Chat: Ask the AI to create tasks during a conversation. AI-created tasks appear as proposals for your review.
Meetings: Extract tasks from meeting outcomes during or after a call.
Tasks view: Click the "+" button on the tasks page.
Typed entries: When a type has a workflow, creating an entry of that type creates a task in the inbox state.

Tasks created from the create menu and the tasks view open as inline cards (a popover over your current view) rather than navigating away.

The tasks view

The global view is titled Tasks in the sidebar and the Library. Instead of tabs, it uses filter pills that live in the URL, so a filtered view is bookmarkable and the browser's Back and Forward walk your filter history:

Assigned to: who the task is assigned to. Opening Tasks from the sidebar starts here, set to you.
Created by: who authored the task.
Type: a specific type, or plain tasks.
Space: a specific space.

With no pills set, the view shows the latest 50 active tasks rather than an empty screen, with a "Showing the latest 50 active tasks" note; a filter that genuinely matches nothing reads "No tasks".

By default tasks are grouped by type: plain tasks come first, then each workflow type under its own heading that links to the type's definition. Every group heading carries a "+" that creates a task already matching that group, the right type, state, space, and assignee, folding in whatever filters are active. The header create menu offers a plain Task or any of your workflow types, assigned to you.

Each row shows the state checkbox, title, type if any, and the relative updated time; long titles wrap up to three lines rather than clipping. Toggle state by clicking the checkbox, or right-click it for the full state menu (inbox, in progress or custom workflow states, completed, later). Click a row's title to open it in a popover over your current view rather than navigating away.

Tasks created from this view default to unrestricted access (everyone in the space can see them), and self-assigning a task does not add you to the participants list, so you keep your existing access level instead of being demoted from admin to editor.

Task states

Every task has one of four states:

Inbox: New tasks land here. This is the triage state for things that need to be reviewed and prioritized.
In progress (or custom states): Active work. When a type has a workflow with custom states, each custom state represents a stage of progress.
Completed: Done. Toggle by clicking the checkbox or pressing Cmd+EnterCtrl+Enter.
Later: Deferred. For things you want to come back to but not right now.

Wherever a task appears, its state shows as a single state icon. The icon mirrors the current state at a glance, and inside a custom workflow it draws a progress pie sized by the state's position in the workflow's ordered states. Click the icon to open the state dropdown, right-click for the context menu, and hover to see the current state's name.

On a kanban board, drag cards between columns to change state. In the tasks view, use the checkbox or the state menu on each row.

Assignment

Tasks can be assigned to any team member. Set the assignee from the dropdown below the task title, or drag a task onto a person in the People view in the sidebar.

Assigned tasks appear for that person in their tasks view.

Tasks on Today

Pin a task to a specific date using "Pin to Date" from the context menu. Pinned tasks appear in Today alongside your meetings. See Pinning items to dates.

Tasks and types

Tasks are documents with state tracking. When you assign a type with a workflow to a document, it becomes a task automatically. The workflow's custom states become the columns on the kanban board for that type.

This means you can have different kinds of tasks (bugs, features, design tasks) each with their own workflow stages, all visible in the same tasks view but manageable on their own kanban boards.