> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ospribrain.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Tasks

> Create, edit, and manage your to-dos.

## Creating a Task

1. Click **New Task** at the top of the To-Dos page
2. Fill in the task title (required)
3. Optionally set:
   * Priority
   * Due date
   * Assignee
   * Label
   * Description
   * List
4. 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.

<Note>
  **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.
</Note>

## 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

## Sorting & Grouping

**Sort by:** Created date, Due date, Priority, Title

**Group by (list view):** None, Status, Priority, Label