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.
   • 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.

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.