← Tasks

Creating and assigning tasks

Tasks carry a name, an assignee, a due date and time, a status, and a priority, and the card lives in the conversation where it was created.

  1. Click Task under the message box, or New task in the top bar.
  2. Name it, pick who it is for, and set the due date and time.
  3. Set status (To do, In progress, Done) and priority.
  4. The assignee is notified, and the task appears in their My tasks list and activity feed.
  5. Update the status straight from the task card in the chat, no separate app.
Worth knowing

Tasks can be created from an alert too. Create task on a low-stock or high-risk card carries the context across.


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