Help / guide 03

Tasks and handoffs

Create owned work with bounded recurrence, status, priority, due time, subtasks, reminders, editable comments, validated mentions, and change history.

For

Workspace members

  1. 01

    Define the next move

    Create a personal or delegated task and add the priority, due date, and specific due time that the work needs.

  2. 02

    Keep progress attached

    Use subtasks, status changes, reminders, editable comments, and the task activity timeline instead of moving the working context to a separate thread.

  3. 03

    Repeat with a boundary

    Daily, weekly, and monthly task series create one occurrence at a time and require an end date or occurrence cap.

  4. 04

    Close or restore the loop

    Completed tasks can be cleared from active views and restored later by members with the required permission.

Related guides

Notifications and digestsWorkspace export and deletion