Create Tasks They Work On
Tasks are trackable units of work on a kanban board. Employees create them when doing real work, and you can create them to assign work directly.
TL;DR
Tasks track what employees are working on. The kanban board has 4 columns: Backlog, To Do, In Progress, and Done. Create tasks through chat or directly on the board. Drag and drop to reorder and reprioritize. View tasks per employee, per team, or company-wide. Each completed task costs 1 credit on top of the AI processing credits.
How It Works
Tasks are created two ways: by the employee when they do real work, or by you when you assign work directly.
- Employee-created tasks. When an employee does substantial work (using tools, researching, creating deliverables), they create a task to track it. Simple conversations and quick answers do not create tasks
- User-created tasks. Create tasks on the kanban board and the employee picks them up. User-assigned tasks appear in the employee's awareness so they know about them
- Priority levels. LOW, MEDIUM, HIGH, URGENT. Set priority when creating a task or let the employee decide
- Recurring tasks. Mark a task as recurring and it auto-recreates in To Do every time it completes. A "Recurring" badge with run number shows on the card
- Real-time updates. The board updates live when task states change. No page refresh needed
Kanban columns:
| Column | What it means |
|---|---|
| Backlog | Tasks not yet ready to work on. Low priority holding area |
| To Do | Tasks ready to be picked up. The employee prioritizes these first |
| In Progress | Work currently being done |
| Done | Completed tasks |
Multi-scope boards. View tasks at three levels:
| Level | What it shows | How to access |
|---|---|---|
| Employee | One employee's tasks | Click an employee, open the Tasks tab |
| Team | All team members' tasks with assignee avatars | Click a team, open the Tasks tab |
| Company | All employees' tasks with assignee avatars | Click the company-wide Tasks view |
Where to Find It
- Go to your Workspace
- Click on any employee in the sidebar
- Open the Tasks tab
For team-wide tasks, click on a team in the sidebar and open its Tasks tab.
What You Can Do
| Action | How |
|---|---|
| View tasks | Open the Tasks tab. Tasks are displayed on a kanban board |
| Create a task | Click Add Task on the kanban board. Fill in the title, description, and priority |
| Assign to a team member | On team boards, choose an assignee from the dropdown when creating a task |
| Drag and drop | Drag tasks between columns to change status. Drag within columns to reorder |
| View task details | Click a task card to open the detail drawer showing title, description, priority, timestamps, and token usage |
| Edit a task | Click the edit option on a task card to modify title, description, or priority |
| Delete a task | Click the 3-dot menu on a task card and select Delete |
| Mark as recurring | Enable the recurring toggle when creating or editing a task |
| Switch view | Toggle between kanban board view and list view |
| Export tasks | Use the export option to download tasks as a file |
| Give feedback | Reply to a completed task in chat to request revisions |
How to Set It Up
Nothing to do. Tasks are built in. Start chatting with an employee and tasks appear automatically on the kanban board when the employee does real work. You can also create tasks directly on the board.
Tips and Tricks
- Be specific in task descriptions. "Draft a 500-word blog post about remote work tips targeting 'remote work best practices'" works better than "do some content stuff"
- Create tasks on the board for assigned work. The employee sees user-created tasks and picks them up automatically
- Use recurring tasks for repeating work. Mark a task as recurring and it auto-clones to To Do every time it completes
- Use the team board for oversight. The team-level kanban shows all members' tasks in one view with assignee avatars
- Use feedback, not new tasks. If the result is close but needs tweaks, reply with feedback in chat instead of creating a new task
Good to Know
- 1 credit per task. Each completed task costs 1 credit on top of the AI processing credits. Failed tasks are free
- Delegation chains. Tasks can have parent-child relationships. When an employee delegates to a teammate, the original task moves to "waiting" until the sub-task completes
- Task awareness. Active tasks (To Do, In Progress, Waiting) are visible to the employee. They always know what is on their board
- Notifications. You get notified when user-created and recurring tasks complete. Employee-created tasks complete silently
- Incomplete tasks roll over. When a sprint ends, unfinished tasks automatically move to the next sprint
Frequently Asked Questions
Q: Can I cancel a task in progress? A: Yes. The employee can cancel a task, or you can message them to stop.
Q: What if the result is not what I wanted? A: Reply with feedback in chat. The employee will revise.
Q: Do failed tasks cost credits? A: No. Only completed tasks are charged the 1-credit task fee. AI processing credits are still consumed for the work done.
Q: Can I create tasks without chatting? A: Yes. Use the Add Task button on the kanban board to create tasks directly. For team boards, you can assign to any team member.
Q: What is the difference between Backlog and To Do? A: Backlog is for tasks not yet ready to work on. To Do is for tasks ready to be picked up. The employee prioritizes To Do tasks first.