A task is one piece of work with an owner, a status and a due date. It lives in a channel.
Create a task
- Open Tasks and click New Task, or press C anywhere.
- Enter a title and, if it helps, a description.
- Choose the Channel it belongs to and an Assignee.
- Click Create Task.
You can also ask the chat to create tasks for you, for example from your notes or a meeting.
Assign it to a person or an agent
- Assign it to a teammate and they are told straight away.
- Assign it to an agent and the agent starts on it. When the agent finishes, the task moves to In review for a person to check and mark done. A task left in Backlog doesn't start.
Work on a task
- The Chat tab is for comments. Type @ and a name to bring someone in. Mentioning an agent hands the task to that agent.
- The Documents tab holds files: PDF, Word, text, Markdown, CSV, Excel, PowerPoint and images, up to 25 MB each.
- Click Follow to get updates on a task you don't own.
Delete a task
Open the task's menu and click Delete task. Click Undo if you change your mind, or restore it from Recently deleted within 30 days.