Create a task

Assign work to one person or a group, then track it from PENDING to COMPLETED.

A task is a unit of work assigned to one or more team members. Tasks have a deadline, a priority, an optional reviewer, and a built-in submission / approval flow.

Creating a task

1. Open Tasks (or scroll to it under your workspace home).
2. Click New Task (top-right).
3. Fill in:
   • Title, required. Short and specific.
   • Description, optional. Markdown supported.
   • Estimated hours, required. The amount of focused effort the task should take. This drives the ETA estimate (see below).
   • Deadline, required. The task auto-marks OVERDUE after this.
   • Priority, Low, Medium, High, Urgent.
   • Assignee(s), required. You can pick one person or several.
     • Pick one → it's a regular task for that person.
     • Pick several → it's a group task (see below).
   • Team, optional. If you set this, the task is filterable under that team's view.
   • Project / Client / Lead, optional CRM links so the task surfaces on the relevant detail page.
   • Allocated rewards, optional, only relevant if your org uses the Rewards feature for measuring effort.
   • Attachment, optional file or link.
4. Click Create Task.

Single vs group tasks

• Single-assignee tasks, Each assignee submits and gets approved independently. If you create the task with one person, it's a regular task.
• Group tasks, When you tick the group task option (or pick multiple people in a way that flags it as group), the assignees work as one unit: as soon as one submission is approved, the task is done for everyone.

Pick "single" when each person is doing the same task in parallel (e.g. "submit your timesheet"). Pick "group" when one person doing the work counts for everyone.

The ETA estimate

When you pick assignees and set the Estimated hours, the New Task dialog shows a live ETA preview of when the task will realistically finish.

The estimate is not just "now plus the estimated hours". It walks each assignee's working hours, timezone, holidays, and the other tasks already in their queue, so a 2-hour task handed to someone with a full plate and a weekend ahead can land days out.

The preview shows:

• Finishes, the projected finish time and the total wall-clock span.
• Why this ETA, a breakdown of what pushed the deadline out: non-working days, time outside work hours, holidays, and other tasks ahead in the queue.
• Conflicts, an advisory banner if the projected finish runs past the deadline you set. This never blocks you, you can still create the task; it just flags the squeeze so you can adjust.

Reading the timing pills on a task

Every task card and the task detail header show a row of timing pills:

• Allocated, the full wall-clock window the task was given (deadline minus creation time). For a task that rolls across a weekend or holiday, this includes that non-working time, so it reflects the real-world stretch.
• ETA, the projected finish time. Hover it to replay the reasoning, a chronological breakdown of the work, waits, and gaps that produced the deadline.
• Completed in, the actual time from creation to completion. While the task is still open, this shows Open for instead.

Two badges can also appear:

• Overtime, the task was completed outside the assignee's working hours, on a non-working day, or on a holiday they observe.
• Late, the task was completed past its allocated window.

Status lifecycle

Status updates happen automatically as people submit and review, you don't manually move tasks through statuses.

Submitting a task (as the assignee)

Open the task and click Submit. Fill in:

• Comment, describe what you did.
• Attachment, file or link with the deliverable.
• Actual hours, required if the task has allocated rewards.

Once submitted, the task moves to UNDER_REVIEW and the creator gets a notification.

Reviewing a submission (as the creator)

Open the task and review the submission. Click either:

• Approve, optionally award rewards; status flips to COMPLETED.
• Request Revision, write a comment explaining what to fix; status flips to REVISION_REQUESTED and the assignee gets notified.

The assignee can resubmit as many times as needed.

Permissions you'll need

• Create Tasks to make new tasks.
• View All Tasks to see tasks beyond your own (otherwise you only see tasks assigned to you or that you created).
• Manage Tasks to edit or delete tasks others created.

Tasks that repeat

If the same task needs to be created on a regular cadence (a weekly report, a monthly check), set it up as a recurring task instead of making it by hand each time. Use the arrow on the New Task button and pick Schedule recurring task. See Recurring tasks and workflows for the full walkthrough.