Tasks
Action items now live in two places: personal todos are managed on the Todos page, and project work is managed on project kanban boards.
Creating Action Items
Action items can be created in several ways:
- From the Todos page using the add input
- From the Quick Capture bar with the
/tcommand - By applying a Task suggestion from AI analysis; suggestions become todo items
- From a project kanban board
Task Properties
| Property | Description |
|---|---|
| Title | Name of the task |
| Description | Optional detailed description |
| Status | Pending, In Progress, Done, or Cancelled |
| Priority | Low, Medium, or High |
| Due date | Optional deadline |
| Project | Optional link to a project |
| Note | Optional link to a related note |
| Tags | Optional tags for categorisation |
Status Workflow
| Status | Meaning |
|---|---|
| Pending | Not yet started |
| In Progress | Currently being worked on |
| Done | Completed |
| Cancelled | Cancelled and no longer relevant |
Priority
Tasks have three priority levels indicated by coloured dots. Click the priority dot to cycle through levels:
- High — Red dot, urgent items
- Medium — Yellow dot, normal priority (default)
- Low — Grey dot, can wait
Todo List View
The Todos page shows personal action items in a checklist. Use it for unassigned work that does not need project kanban status.
Tasks on Kanban Boards
Tasks linked to projects appear on their project's kanban board. See Projects & Kanban for details on managing tasks visually.
The old /tasks route redirects to Projects so existing links continue to land on the supported project task surface.