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This guide covers the task list, the create form, and the detail page.

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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 are soft-deleted — they’re hidden from the UI but the history remains. Contact support if you need to restore one.

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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 July 18, 2026