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Create, filter, and edit tasks from the Tasks page in the sidebar.

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Creating a task

  1. Click Create Task — the button is on the Tasks page and on the home page above the Eisenhower widget. Both open the same form.
  2. Fill in the form:
    • Title (required)
    • Description (optional)
    • Category (optional) — Bug Fix, Documentation, Feature Request, Meeting, Other, Planning, Research, or Review
    • Importance — Low, Medium, or High
    • Urgency — Low, Medium, or High
    • Due date (optional)
    • Status — defaults to todo
  3. Click Save.
Create task modal
The task appears in the list and — if its status is active — in the home-page Eisenhower widget.

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The task list

The tasks index page is a data table with a filter sidebar.

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Filters

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Sorting

Sort by:
  • Title
  • Due date
  • Created at
Each sort supports ascending or descending order.

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The task detail page

Click any task to open its detail page. The page has three tabs: Changes saved on the Overview tab take effect immediately and are recorded in Activity.

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Deleting a task

  1. Open the task.
  2. Go to the Settings tab.
  3. Click Delete.
  4. Confirm.
Deleted tasks disappear from your lists but aren’t permanently erased. Contact support if you need one restored.

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Next steps

Eisenhower widget

See tasks grouped by urgency × importance

Automations

Have an automation create tasks from emails
Last modified on August 28, 2026