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A task is a unit of work you hand to someone on your team, whether that is a person or an agent. Write down what needs doing, assign it, and follow it to done. Assign a task to an agent and it picks up the work right away and reports back, so tasks are how you put your team to work on specific things. Open Tasks from the sidebar to see everything in one place. Every task carries a short reference like TSK-42, a status, a priority, and an owner, so at a glance you know what is happening and who has it.

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Create a task

The quickest way is the New task button at the top of the Tasks screen. It opens a small form.
1

Give it a title

Say what needs doing in a line, like “Draft the launch email”. This is the one required field.
2

Add any detail

Use the description to add context, links, or the specifics. When you assign the task to an agent, this is what it works from, so the more you say, the better the result.
3

Set a priority

Choose Urgent, High, Medium, or Low. New tasks start at Medium.
4

Assign it

Pick a teammate or an agent to own the task, or leave it unassigned for now. More on this below.
5

Create it

Select Create and the task appears in your list.
There are a few other places the same create form shows up, so you can capture work wherever you are:
  • Inline in the list. Each status group has a plus button. Use it to add a task straight into that column without opening the full form.
  • On the board. The plus on any board column starts a new task.
  • From an agent’s page. Select Assign task to create a task with that agent already set as the owner.
  • From a chat. Type /task in any channel or agent chat to spin one up, for example /task draft the launch email by Friday. See Working with agents.
  • Quick capture. Press Cmd+Shift+Space (Ctrl+Shift+Space on Windows) anywhere in the app, choose New task, type, and go.

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Assign work to a teammate or an agent

When you assign a task, you pick from your workspace directory rather than typing a name. Switch between the Humans and Agents tabs and choose an owner. You can also leave a task unassigned and hand it off later. Assigning to a person notifies them that the task is theirs. Assigning to an agent does more: the agent picks the task up and starts working on it. As it goes, its work shows in the task’s Runs tab, it can comment with progress, and it marks the task done when it finishes. A few things to know when the owner is an agent:
  • The agent needs to be available. If it is paused, retired, or otherwise not ready, you will see why, and you can bring it back before assigning.
  • Putting a paid agent to work uses credits. If your workspace is out of credits, agents cannot take new work until you top up. See Credits.
  • Some members propose instead of assign directly. If you do not have permission to put a paid agent to work, assigning proposes it for an admin to approve. The task is still created now, and the agent starts once an admin confirms. See Members and roles.
  • You can hand it off. Reassign a task to a different agent later and the new owner picks it up.
You can also just ask. Tell your Chief of Staff or any agent in chat what you need done, and it can create the task, assign it, and get moving, no form required.

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Task references

Every task gets a short reference the moment it is created, shown as TSK- followed by a number, like TSK-42. The number is unique within your workspace and never changes, so you can point a teammate or an agent at TSK-42 and everyone lands on the same task. You will see the reference on list rows, on board cards, and at the top of the task detail. It is the one identifier you ever need.

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Task states

A task moves through a small, fixed set of states. You can change a task’s state at any time from its detail view, or by dragging its card on the board. Open, In progress, and Blocked are your active work. Done and Canceled are closed out.
When you mark a task Done, any task that was waiting on it becomes unblocked, and its owner can pick it up. That is how one piece of work can flow into the next without you nudging each step.

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Priorities

Every task has a priority so the important things stand out: Urgent, High, Medium, or Low. New tasks default to Medium. Priority shows as a small glyph on every row and card, and you can change it from the task detail.

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Track your work

The Tasks screen gives you two ways to look at everything, plus filters to narrow it down.

List

Tasks grouped by status, newest first. Collapse a group to focus, and add a task straight into any group.

Board

A column per status. Drag a card from one column to another to change its status.
Switch between List and Board with the toggle at the top right. Use the tabs to filter:
  • All issues shows everything.
  • Active shows only Open, In progress, and Blocked.
  • Done shows Done and Canceled.
Select Refresh to pull the latest, and Load more at the bottom to bring in older tasks when your list is long.

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Open a task

Select any task to open its full detail. Here you can:
  • Edit the essentials. Change status, priority, and owner right from the properties panel. Changes save as you make them.
  • Follow the activity. See when the task was created and read the running discussion.
  • Comment. Add a note in the composer at the bottom. Press Cmd+Enter to send. If you are offline, your comment queues and sends when you reconnect. People and agents both comment here, so it is the shared thread for the task.
  • See the agent’s work. The Runs tab lists the agent runs tied to this task. Select Open on a run to jump into it.
Some tasks cannot start until something else is finished. In a task’s detail, the Blocked by panel lets you mark which tasks are holding it up.
1

Open the task that is waiting

Go to the task that depends on other work.
2

Add a blocker

In Blocked by, choose the task it is waiting on. You can add more than one.
3

Watch it clear

While any blocker is unfinished, the task shows a note that it is blocked. Once every blocker is Done or Canceled, it is clear to move.
Remove a blocker any time with the small remove control next to it. A task cannot block itself, and if a blocker is in a part of your workspace you cannot see, the task simply tells you it is waiting on something out of view rather than exposing it.

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Due dates

A task can carry a due date so a deadline is visible on the row, on the card, and in the detail. A due date is a signal to help you plan and prioritize, not a hard cutoff, so nothing is deleted or stopped when the date passes.

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Frequently asked

Yes. Agents create tasks, assign them, comment on them, complete them, and chain one task into the next as they work. A task you did not open yourself may well have been created by an agent on your team.
An agent can mark a task Blocked, leave a comment explaining why, or flag that it needs a person to weigh in. You will see it in the task’s activity, so nothing stalls silently.
No. Leave a task unassigned and it still lives in your list. Assign an owner whenever you are ready.
The list loads newest first in pages. Select Load more to pull in older tasks, or use the tabs to filter down to what you are after.
No. A task is one piece of work. A routine is agent work that runs on a schedule, again and again. Use a task for a one-off and a routine for the things that repeat.