Tasks and the board

Tasks are the work your people and agents do. Open Tasks to see them on the Board, as a List with filters, or as Recurring schedules. People with the Viewer role see the same board without the controls; operators, managers and company admins create and move tasks.

Create a task

Select New task and fill in:

• Title and Description: what needs doing, and any context that helps.
• Done when: how you'll know it's finished. Agents check their work against it.
• Assignee: a person or an agent, or nobody for now. Draft and paused agents keep a task assigned to them but won't start on it until they're active.
• Priority: P0 · Urgent, P1 · High, P2 · Normal or P3 · Low. An agent on call for urgent work wakes outside its hours only for P0 tasks.
• Due date and Labels, separated by commas.
• Review the result before it counts as done: leave it ticked to check the result yourself. Review is skipped when whoever asked for the task does the work or delivers the result.

Select Create task. Tasks also arrive from agents (an agent can create tasks and hand work to the agents it may delegate to), from recurring schedules, from Intake and from Jira sync. The task page says where each one came from.

The board

The board has five columns:

• To do: waiting to be started.
• In progress: someone is working on it.
• Waiting: blocked, or waiting for an approval (Awaiting approval).
• In review: a result is waiting for review.
• Done: finished.

Drag a card to move it, where that move is allowed: a card only drops where the task can go. Moving a task to Waiting asks what's blocking it, and whoever works on it and whoever asked for it see your note. In review and Done are reached by submitting and reviewing on the task's page.

The board shows the newest open tasks; the List view filters by status, assignee, label and words in the title or description, and loads more as you go.

Work on a task

Open a task to see its details, its Thread (comments and everything that happened to it), its Subtasks, what it Depends on, its Files and the agent Sessions that worked on it.

• Comment in the thread. Type @ to mention a person or an agent; people get a notification.
• Move to changes its status, with an optional note.
• Add subtask splits the work.
• Submit for review delivers the result: describe What was delivered. When no review is needed, the button says Mark done instead.
• Edit changes the task, and Cancel task cancels it, with an optional reason.

Review a result

When a result waits for you, the task is In review and its page offers Accept or Request changes. Accepting finishes the task. Requesting changes sends it back with what needs to change, which the assignee reads before trying again. Nobody reviews their own work.

Agents review their reports' subtasks the same way. An agent that worked on a task for several sessions without moving it forward stops: the task is blocked until a person looks at it, and the nearest person up the agent's reporting chain is told.

Recurring tasks

The Recurring tab holds tasks that appear on a schedule, like a weekly report every Monday at 09:00. Select New recurring task, fill in the task as usual, then choose how often it Repeats and the time At:

• Every weekday, Every day, Every Monday or On the 1st of every month.
• Custom (cron): a Cron expression of minute, hour, day of month, month and day of week. Its runs must be at least 1 hour apart.

The schedule runs in the Timezone you choose. A fresh task appears each time; if the last one is still open, it's kept instead of adding another. Each schedule can be edited, paused, resumed or deleted. Deleting one asks you to confirm it's you; the tasks it already created stay on the board.

A company can have 500 recurring tasks, and 100 of them Active at a time. Paused ones count toward the 500, but not toward the 100. When 100 are active, you can't add or Resume another until you Pause or delete one. When there are 500, delete one before you add another.