Tasks — Planning & Tracking — Workspace
Create, assign, and track work items with deadlines and comments
Overview
Tasks are the core work-tracking unit of Project Management. Each task
represents an actionable item assigned to one or more team members with a
deadline. Tasks can be linked to project deliverables so
every piece of work traces back to a defined scope item. Completed tasks
feed into the Performance leaderboard and Status Report snapshots.
Assignees receive email and in-app notifications when a task is created or
updated, and the workspace Home Feed shows a timeline of task activity.
Task list page showing overdue, in-progress, and completed tasks
Task list page showing overdue, in-progress, and completed tasks (web view — this screen is desktop-only)
Creating a Task
To create a new task, click the Add button at the top of
the Tasks page and fill in the following fields:
Project — auto-selected if you entered from a project context.
Deliverable (optional) — link the task to a specific project deliverable for traceability.
Actionable (required) — a clear description of what needs to be done.
Consequence of Delay (optional) — describe the impact if this task is late.
Assigned To (required) — one or more project members responsib…