Tasks
Tasks are lightweight to-dos. Use them as personal reminders or attach them to any record in any workspace.
Where tasks live
- My Tasks page — the
check-squareicon in the header opens/tasks. Three tabs: My Tasks (assigned to me), Delegated (created by me, assigned to someone else), and All (everything I'm involved in as creator, assignee, or commenter). - Record detail Tasks tab — every record's side panel now has a Tasks tab alongside Comments and Activity. Tasks created here stay linked to the record.
Creating a task
Click New task on the /tasks page for a standalone task, or the
New task button inside a record's Tasks tab for a record-linked one.
Fields:
- Title (required)
- Details (optional long text)
- Assignee — standalone: anyone who shares a workspace with you. Record-linked: any current member of the record's workspace. If blank, the task is assigned to you.
- Due date and optional due time
- Reminder (off by default):
- Task with a due time → pick an offset like 30 min before, 1 day before.
- Date-only task → pick a time of day on the due date.
- Task with no due → no reminder option.
Marking done
Click the checkbox on a row to mark a task done. The row flips to done immediately and fades out after 3 seconds — clicking the row again within that window cancels the removal. Completed tasks are kept for 30 days then automatically purged along with their comments.
Who can do what
| Action | Standalone | Record-linked |
|---|---|---|
| View | creator, assignee, anyone who commented | + anyone with read access to the record |
| Create | anyone logged in | anyone with record-write permission |
| Edit / set due / reminder | creator, assignee | + workspace Admin |
| Reassign | creator, assignee | + workspace Admin |
| Mark done / reopen | creator, assignee | + workspace Admin |
| Delete | creator | + workspace Admin |
Notifications
You get a notification when:
- Someone assigns a task to you.
- Someone comments on a task you're subscribed to.
- Someone updates, completes, or deletes a task you're subscribed to.
- A reminder fires for a task assigned to you.
You're auto-subscribed as the task's creator, as its assignee, and whenever you comment on it. You can unsubscribe from the task modal.
The header check-square icon shows how many tasks are assigned to
you and due today or overdue. Click it to jump to the /tasks page.
Reminders
Reminders are off by default. When you enable one, pick an offset (for timed tasks) or a time of day (for date-only tasks). The scheduler runs once an hour — reminders fire at the next hourly tick after they come due. Reminder times are stored in UTC. Per-user timezone handling is on the roadmap.
Public API
Tasks can be created, listed, and managed over the public API, but only for record-linked tasks (standalone tasks remain session-only). See the Tasks API reference.