Tasks¶
Creating, prioritising and completing tasks.
Q: How do I see just the tasks I need to do today?
A: Open the Tasks tab and tap the Customise Task List button to open the side menu. Select Due Today to see only tasks due on the current date. See Navigating Your Task List.
Q: How do I create a new task?
A: Tap the Add button (+) in the bottom tab bar, or tap the add icon in the top-right corner of the Tasks screen. Enter a title (the only required field) and tap Save. All other details (dates, priority, description) can be added immediately or later. See Creating a Task.
Q: How do I set a due date on a task?
A: Open the task and expand the Timeline section. Tap Due Date and select a date from the picker. You can also set a Start Date and a Deadline Time. See Task Timeline.
Q: How do I flag a task as high priority?
A: Open the task and expand the Priority section. Select High, Medium, or Low. High and Medium priority tasks appear in the High Priority view and display a badge on their task card. See Task Priority.
Q: How do I add a description to a task?
A: Open the task and expand the Description section. Tap inside the editor and type, or tap the warpSpeed Eye icon in the toolbar to let AI generate a description from the task title. See Task Description.
Q: How do I use AI to write a task description?
A: In the Description section of a task, tap the warpSpeed Eye icon in the formatting toolbar (visible once a title or body content exists). The AI generates a description based on the task title, priority, location, and due date. See Task Description.
Q: How do I break a task down into sub-steps with AI?
A: Add a description to the task, then tap Breakdown Task (the AI button below the description editor). The AI analyses the title and description and produces a structured checklist of sub-steps. Tap Add to Description to insert the breakdown. See Task Description.
Q: How do I add a checklist to a task?
A: Open the task and expand the Checklist section. Type your items in the rich-text editor and use the toolbar to format them as bullet points or a numbered list. Tap the Save button (checkmark) in the toolbar to save; a "Checklist saved" confirmation appears. See Task Checklist.
Q: How do I attach an email or note to a task?
A: Open the task and expand the Attachments section. Tap the add attachment button and choose Email or Note from the picker. Select the record you want to link. See Task Attachments.
Q: How do I set a reminder for a task?
A: Open the task and expand the Reminders section. Choose a preset (10 mins, 30 mins, 1 hour, 1 week) or tap Custom to set a precise interval in minutes, hours, days, or weeks before the due date. See Task Reminders.
Q: How do I estimate how long a task will take?
A: Open the task and expand the Time Required section. Tap Time to enter months, weeks, days, hours, and minutes manually, or tap the warpSpeed Eye icon to let AI estimate based on the title and description. See Time Required.
Q: How do I mark a task as complete?
A: Tap the checkbox on the task card in your list, or tap the checkbox in the task detail Basic Info section. The task status changes from To Do to Done and moves to the Completed view. See Marking a Task as Done.
Q: How do I archive a task?
A: In the task list, swipe right on the task card and tap Archive. The task moves to the Archive view and no longer appears in active lists. Swipe right again from Archive and tap Unarchive to reverse it. See Swipe Actions.
Q: How do I delete a task?
A: Delete a task from the task detail menu (exact button TBC by team). Deleted tasks move to the Bin and are held for 30 days before automatic permanent deletion. To permanently delete immediately, go to the Bin, swipe right on the task, and tap Permanently Delete. See Swipe Actions.
Q: How do I add a task to my calendar?
A: In the task list, swipe left on the task card and tap Add to Calendar. This links the task to a calendar event. See Swipe Actions.
Q: How do I sort my tasks by due date?
A: Tap the Filter icon in the task list. In the Sort & Filter panel, under Sort Task, select Due Date. Tasks reorder with the earliest due dates first. See Sort & Filter Tasks.
Q: How do I filter tasks by a tag?
A: Tap the Filter icon in the task list. In the panel, tap Tags and select the tag(s) you want. Only tasks with those tags will be shown. See Sort & Filter Tasks.