Creating a Task
- Click New Task at the top of the To-Dos page
- Fill in the task title (required)
- Optionally set:
- Priority
- Due date
- Assignee
- Label
- Description
- List
- Press Enter or click Create
Quick Status Cycling
Click the status indicator on any task to quickly cycle through statuses: Open → In Progress → Done This works in all views (list, kanban, calendar, timeline).Editing a Task
Click any task to open the detail dialog:- Edit any field directly
- Add notes
- Set estimated hours
- View source (where the task came from)
Deleting a Task
In the task detail dialog, click the delete button to remove the task.Alex’s screenshot note: Take a screenshot of the task detail dialog showing all editable fields: title, description, status, priority, due date, assignee, label, and notes.
Source Badges
Tasks show a badge indicating how they were created:| Badge | Source |
|---|---|
| AI Meeting | Extracted by AI from meeting analysis |
| Meeting | Created from meeting context |
| CRM | Linked to a CRM deal or contact |
| Manual | Created manually |
| Shared | Shared by a team member |
Filters
Filter tasks by:- Status — Open, In Progress, Done
- Priority — High, Medium, Low
- Source — Meeting, Manual, Shared