> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizzyco.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Tasks

> Create, edit, filter, and search tasks in Bizzy

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

## Creating a task

1. Click **Create Task** — the button is on the **Tasks** page and on the home
   page above the [Eisenhower widget](/user-guide/tasks/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**.

<Frame>
  <img src="https://mintcdn.com/thebizzycomapny/LTbGbhRRJUQlFsAe/images/user-guide/tasks/create-form.png?fit=max&auto=format&n=LTbGbhRRJUQlFsAe&q=85&s=431a67d6bb943805c727a951acb925a0" alt="Create task modal" width="800" height="500" data-path="images/user-guide/tasks/create-form.png" />
</Frame>

The task appears in the list and — if its status is active — in the home-page
[Eisenhower widget](/user-guide/tasks/eisenhower-widget).

## The task list

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

### Filters

| Filter         | Behavior                                                                         |
| -------------- | -------------------------------------------------------------------------------- |
| **Search**     | Matches against both task title and description                                  |
| **Category**   | Select one or more categories                                                    |
| **Status**     | Any subset of `backlog`, `todo`, `in_progress`, `in_review`, `done`, `cancelled` |
| **Importance** | Any subset of Low, Medium, High                                                  |
| **Urgency**    | Any subset of Low, Medium, High                                                  |

### Sorting

Sort by:

* **Title**
* **Due date**
* **Created at**

Each sort supports ascending or descending order.

## The task detail page

Click any task to open its detail page. The page has three tabs:

| Tab          | Contents                                                                |
| ------------ | ----------------------------------------------------------------------- |
| **Overview** | Title, description, status, priority, due date, category — all editable |
| **Activity** | Timeline of status changes, edits, and system events                    |
| **Settings** | Delete the task                                                         |

Changes saved on the Overview tab take effect immediately and are recorded in
Activity.

## Deleting a task

1. Open the task.
2. Go to the **Settings** tab.
3. Click **Delete**.
4. Confirm.

<Warning>
  Deleted tasks are soft-deleted — they're hidden from the UI but the history
  remains. Contact support if you need to restore one.
</Warning>

## Next steps

<CardGroup cols={2}>
  <Card title="Eisenhower widget" icon="grid-2" href="/user-guide/tasks/eisenhower-widget">
    See tasks grouped by urgency × importance
  </Card>

  <Card title="Automations" icon="bolt" href="/user-guide/automations/index">
    Have an automation create tasks from emails
  </Card>
</CardGroup>