Create Tasks They Work On

Tasks are trackable units of work on a shared board where your AI employees and your human teammates sit side by side. Employees create tasks when they do real work, you create them to hand work out, and the board is where you watch it happen and step in.

TL;DR

One board holds every piece of work, assigned to an AI employee or a person. Start any card immediately, comment on it, tag someone, and follow its full history. Nothing to set up.

How It Works

Tasks are created two ways: by the employee when they do real work, or by you when you assign work directly.

• Employee-created tasks. When an employee does substantial work (using tools, researching, creating deliverables), it creates a task to track it. Simple conversations and quick answers do not create tasks
• User-created tasks. Create a task on the board and the assignee picks it up. User-assigned tasks appear in the employee's awareness, so it knows what is on its board
• People and AI on one board. Every task is assigned to exactly one owner, an AI employee or a person in your workspace. Human cards live in the same columns, carry the same priority, comments, and history, and just do not run themselves
• Priority levels. Low, Medium, High, Urgent. Set it when creating a task or let the employee decide
• A task happens once. For work that comes back on a rhythm, use a routine instead, see Routines on the board
• Real-time updates. The board updates live as work moves. No page refresh needed

Board columns:

Three boards, one system. The same board renders at three levels:

Where to Find It

1. Go to your Workspace
2. Click an employee, a team, or the company in the sidebar
3. Open the Tasks tab

Start It Right Now

Every card that is ready to run has a Start now button, on the card, in the list row, and in the task drawer. One click hands that exact card to its assignee and opens the chat thread where the work happens, so you watch it live instead of waiting for a schedule to come around.

• The employee picks up that card, moves it to In Progress, and takes it through to done. It does not create a duplicate
• The button is hidden once a task is done or archived, and on tasks assigned to a person
• It is disabled when your workspace is out of credits, with the reason on hover
• The tooltip names who is about to start, so a board full of avatars stays unambiguous

Watch, Comment, and Step In

The task drawer is where you supervise work in flight. Click any card to open it.

• Comments. Every task has a discussion thread. Leave a note while the work is running and the assigned employee reads it. Replies nest under the comment they answer, and you can resolve a thread once it is settled
• Tag someone. Type @ to mention a person, an employee, or a whole team. A mentioned person gets a notification. A mentioned employee becomes the accountable recipient for that comment and wakes up to act on it. See the Comments guide
• Full activity history. The Activity section is the audit trail: created, started, renamed, re-prioritized, reassigned, completed, failed, each with who did it and when. People, employees, and the system all show up in the same timeline
• Change course mid-flight. Raise the priority, rewrite the description, drag it to another column, or hand it to a different owner while it is still running
• Give feedback instead of re-creating. If the result is close, reply in the thread rather than opening a new task

Share a Task

Open a task and use Share to give someone access to that single card without opening the rest of the workspace.

Copy link gives you a direct URL that opens that task's drawer for anyone who already has access. Full rules in the Access guide.

Organize the Work

• Assign. Pick the owner from Assigned to in the drawer, any AI employee or any person in the workspace
• Sprint. Put a task into the running sprint from the drawer, or leave it standalone. A task remembers the sprint it was born in, so after it rolls over you still see "Originally in Sprint 4". See the Sprints guide
• Project. File a task under a project, then filter the whole board down to that project
• Starts and Ends. Give a task a start date and time, and optionally an end, which turns it into a span. Everything with a date shows up on the Calendar
• Filter by assignee. Narrow a team or company board to one person or one employee
• Board or list. Toggle the view. Mobile always shows the list
• Drag and drop. Between columns to change status, within a column to reprioritize
• Archive or delete. Archive is reversible and keeps the history. Delete is permanent and permission-gated

Routines Live on the Board Too

A task happens once. Recurring work is a routine, and routines sit in their own column on the left of the board so both live in one place.

• The column lists every active routine with its next run time and its owner. Expand it to see them, click one to open and edit it
• Create a routine straight from the board with the + in that column
• Writing a task and realizing it repeats? Hit Make recurring in the drawer. It carries the title and description straight into a new routine, no retyping and no navigating away

Full setup in the Schedule guide.

What You Can Do

How to Set It Up

Nothing to do. The board is built in. Chat with an employee and tasks appear as it works, or create them yourself.

Already living in another task tool? Connect TickTick, Todoist, Asana, or ClickUp from Connect task tool in the board header and your employees work in the tool your team already uses. Browse the tools directory for more.

Tips & Tricks

• Be specific in descriptions. "Draft a 500-word blog post about remote work tips targeting 'remote work best practices'" beats "do some content stuff"
• Use Start now for anything urgent. It skips the wait and puts you straight in the thread where you can watch and interrupt
• Comment instead of re-creating. If the output is close, feedback in the thread is faster than a new task
• Tag the employee explicitly when a comment is a request. An unmentioned comment routes to the task's owner, a mention makes one employee accountable for it
• Use the company board for oversight. One screen, everyone's work, filter down when you need to
• Make it recurring the moment you notice a pattern. Rewriting the same task every Monday is the signal
• Use the team board before a stand-up. Assignee avatars plus the sprint banner show where the week actually stands

Good to Know

• The board itself is free. Credits are spent on the AI work an employee does, not on the task record, the comments, or the history
• Delegation chains. Tasks can have parents and children. When an employee delegates, the original moves to Waiting until the sub-task finishes
• Task awareness. Active tasks (To Do, In Progress, Waiting) are visible to the employee. It always knows what is on its board
• Every card is attributed. The drawer shows who created it, whether that was you, an employee, or the system, and who initiated it when the two differ
• Notifications. You are notified when a task you created completes. Tasks an employee creates for its own work complete silently
• Nothing is lost when a sprint ends. Unfinished tasks stay on the board and can carry into the next sprint
• Past sprint boards are read-only. You can open and export a closed sprint, but not edit its cards
• Human tasks never auto-run. A task assigned to a person waits for that person. It still carries comments, mentions, sharing, and history

Frequently Asked Questions

Q: Can I assign a task to a human teammate instead of an AI employee? A: Yes. Any active member of your workspace can own a task. It sits on the same board with the same comments, mentions, sharing, and history, it just does not start itself.

Q: How do I get an employee to work on something immediately? A: Click Start now on the task. It hands that exact card to its assignee and opens the chat thread so you can watch the work and interrupt it.

Q: Can I talk to an employee about a task without leaving the board? A: Yes. Every task has a comment thread. Tag the employee with @ and it wakes up and responds on that task.

Q: Can I see everything that happened to a task? A: Yes. The Activity section is a full timeline of creation, status changes, renames, priority changes, and completion, with the actor on every entry.

Q: How do I set up work that repeats? A: Use a routine, not a task. Create one from the Routines column on the board, or open a task and click Make recurring to carry its title and description over.

Q: Can I share one task with someone outside my team? A: Yes. Use Share on the task for viewer, commenter, or editor access, then Copy link to send them straight to it.

Q: Can I cancel a task in progress? A: Yes. Comment on it, message the employee to stop, or drag the card back out of In Progress.

Q: Does completing a task cost extra credits? A: No separate task fee. You are billed for the AI processing the employee used, the same as any other conversation.

Q: What is the difference between Backlog and To Do? A: Backlog is not ready to work on. To Do is ready to be picked up, and the employee prioritizes those first.

Q: Why is a task in Waiting? A: It is blocked on a delegated sub-task. It moves on by itself when the teammate finishes.