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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. Go to Tasks in the sidebar.
  2. Click Create Task.
  3. 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
  4. 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

FilterBehavior
SearchMatches against both task title and description
CategorySelect one or more categories
StatusAny subset of backlog, todo, in_progress, in_review, done, cancelled
ImportanceAny subset of Low, Medium, High
UrgencyAny subset of Low, Medium, High

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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:
TabContents
OverviewTitle, description, status, priority, due date, category — all editable
ActivityTimeline of status changes, edits, and system events
SettingsDelete the task
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