Tasks & board

Open the board

Board starts hidden in the sidebar: open it from the sidebar's More menu, or tick it in Customize to keep it in the sidebar (see Tour of the workspace). A task notification in the bell also opens it.

A toggle at the top switches between three boards:

The board remembers the last one you used.

What a task is

A task is a unit of work with a title, Instructions, a Priority (Low, Normal, High, Urgent), an optional assignee, and an optional reviewer. When the work is done it carries a Result. Tasks can have sub-tasks. You create tasks here; agents create them too, when they delegate work (see Task delegation).

Create a task

1. 1
   Start a new task

   Click New Task in the toolbar, or the add button at the bottom of the Pending column.
2. 2
   Fill in the Task tab

   Give it a title, Instructions and a Priority, then pick an assignee under Assign. The list has two groups, Agents and People. Leave it on Unassigned if nobody owns it yet.
3. 3
   Optionally set a reviewer

   On the Review tab, choose a Reviewer: an agent or a teammate who checks the result. With a reviewer agent you can also set Max review attempts (1 to 20, default 3).
4. 4
   Create it

   The task appears in Pending. The assignee and reviewer are notified in their bell (see Notifications).

Agents or people

The assignee decides what happens when the task starts:

• An agent does the work. Moving the task to In Progress shows Execute Agent; while it runs you can Stop Agent. When it finishes, the task moves to In Review, never straight to Completed.
• A teammate is not run automatically: the task is theirs to move, like a card on any board. Moving it to In Progress shows Start Task.

Reviewing a result

A task In Review waits for a decision. A reviewer agent reviews it on its own. Otherwise you decide from the task: Approve completes it, Request Changes sends it back to In Progress. You can decide even when a reviewer agent is set. After Max review attempts rejections by a reviewer agent, the task is failed, not approved.

Statuses and columns

The task board has seven built-in columns:

Show or hide columns from the Columns menu. Drag a card to another column to change its status. A move that needs confirmation opens it first: dropping on In Progress opens the task so you can start it, a task needs an assignee before it can go to In Review, and dropping on Cancelled or Deleted asks you to confirm. Dragging a card out of Deleted restores it.

Custom columns and WIP limits

Manage columns (at the bottom of the Columns menu) lets you add your own columns. Each one belongs to a Category (Pending, In progress, In review, Done, Failed, Cancelled, Deleted) that decides how its tasks behave, and can have a WIP limit. You can also reorder and hide columns there, and delete your own: the Built-in columns cannot be deleted. Deleting a column moves its tasks to the default column of the same category.

Task details

Click a card to open it. The detail view has these tabs:

You can add Labels just above the Advanced toggle. Under Advanced you can add an Estimate (min), Time spent (min), a Checklist, and Blocked by links to other tasks. These save as soon as you change them. Cards show these at a glance: due date, estimate, a blocked marker, checklist progress, and the number of attachments.

The title and the instructions also save right away. Changes to the status, priority, assignee, reviewer, and Max review attempts are staged instead: nothing is saved until you click the action button (Save Changes, Mark Complete, and so on), and Discard drops them. Discard does not undo the changes that already saved.

Find and sort tasks

• Sort by Priority, Last updated, Created, or Due date.
• Filter by agent (All agents) and by label (All labels).
• Filters adds My tasks and Blocked.
• Search tasks... matches task text.

The board updates live as agents and teammates move tasks. It loads up to 200 tasks; beyond that, it says how many it shows out of the total. Only the agent filter and the search reach tasks past those 200: the label filter, My tasks, and Blocked only narrow the tasks already loaded.

Bulk actions

Select several cards in the same column to act on them together: Cancel, Delete (moves them to Deleted), and, in the Deleted column, Restore or Delete permanently. Permanent deletion cannot be undone.

Workflow and application boards

The Workflows and Applications boards sort each item into four columns:

You can filter these boards by trigger type and by last modification, search them, and sort by Last executed, Name, Run count, or Last modified. Pinning is explained in Triggers.

Troubleshooting

Related pages