Tasks

Create, organize, and complete work items

Tasks are individual work items. They break larger projects into manageable pieces, carry their own status, priority, dates, and assignees, and can be handled by a teammate or an AI agent. This page covers everything you can do with a task.

Creating a Task

From a project's board or list view:

1. Click Add Task.
2. Enter a title (the only required field).
3. Optionally set a description, link, priority, assignee, due date, and tags.
4. Click Create Task.

The create dialog covers the essentials. Open the task afterward to reach the full set of fields below, including multiple assignees, scheduling, recurrence, time estimates, subtasks, and account links.

Task Fields

Open a task to view and edit its fields. Most can be edited inline:

• Title - The name of the work item
• Description - Plain-text detail. Use Generate Description to have AI draft or enhance it
• Status - Where the task sits in your workflow (see below)
• Priority - Low, Medium, High, or Urgent
• Assignees - Up to 5 people and AI agents, combined
• Start date and Due date - When work begins and is due
• Schedule - A specific start/end time block, with AI-suggested slots
• Repeat - Turn the task into a recurring one (see below)
• Time estimate - Hours and minutes, with an Auto Estimate AI option
• Tags - Free-form labels for filtering
• Link - A related URL, plus an optional linked GitHub issue if GitHub is connected
• Account - The client this task relates to
• Subtasks - A checklist of smaller items
• Custom fields - Any extra fields configured on the project

Tasks don't support blocking dependencies or nested subtasks (subtasks are a single level).

Statuses

Tasks move through nine statuses:

• Backlog - Captured but not scheduled
• To Do - Ready to be worked on
• In Progress - Actively being worked on
• For Review - Needs review or feedback
• For Approval - Awaiting sign-off
• Approved - Signed off and ready to finish
• On Hold - Paused
• Completed - Finished
• Archived - Closed out and hidden from active views

Priorities

Four levels, shown as a colored flag: Low, Medium (the default), High, and Urgent.

Views

Tasks can be viewed three ways, and My Tasks gathers everything assigned to you across projects:

• List - A sortable, filterable table. Show or hide columns like status, project, account, dates, time, tags, schedule, and repeat
• Board - A kanban board you can drag cards across, grouped by status or priority
• Compact list - A lightweight row-per-task layout

To organize a view:

1. Filter by status, priority, assignee, tags, title, or task ID.
2. Group by status or priority (or none).
3. Sort by any column.

Your filters, grouping, columns, and layout are saved per view automatically.

Working With Tasks

Change a task's status

Three ways:

• Drag the card between columns on the Board.
• Use the status dropdown in the list or in the task itself.
• Select several tasks and use the Change status bulk action.

Assign people and agents

Open the task and use the Assignees picker to add up to 5 people and AI agents combined. Assigning an agent hands it the work: it posts its progress and proposals as comments, where you can Approve or Dismissthem depending on the agent's autonomy level.

Set dates and schedule

Set a Start date and Due date from their calendar pickers. For a specific time block, use Schedule to set start and end times, or open the AI suggestions to pick from Suggested slots.

Make a task recurring

1. Open the task and set Repeat to a frequency (daily, weekly, or monthly).
2. Pick the day and time it should recur, and an optional end date.
3. For daily repeats, you can exclude specific days of the week.

Estimate and track time

Enter a Time estimate in hours and minutes, or use Auto Estimateto have AI suggest one. Log actual time from the task's time entry control. See Time Tracking for the full workflow.

Break work into subtasks

1. Open the task and click Add Subtask.
2. Type a title and press Enter.
3. Check a subtask off to complete it. A progress bar tracks how many are done.

Comment and @mention

Use the comment box on a task to discuss it, attach images, and type @ to mention a teammate or an agent. Mark a comment Internal to keep it hidden from guests. See Notifications & Mentions.

Link an account, URL, or GitHub issue

Set the Account field to tie a task to a client, add a related URL in Link, and, if GitHub is connected, attach a GitHub issue so status stays in sync. See GitHub.

Bulk Actions

Select multiple tasks with their checkboxes, then:

• Mark completed
• Change status, priority, due date, or assignees
• Add tags or Remove tags
• Archive or Delete

Notifications

Assignees are notified when they're added to a task, and anyone you @mention is notified too. Manage how these reach you in Notifications.

Plan Limits

The Solo plan caps the number of tasks; Team and Enterprise are unlimited. When you hit the cap, Helm prompts you to upgrade. See the pricing page.