Tasks

Learn how to create, schedule, prioritize, and complete tasks to stay organized.

Overview

The Tasks page gives you a complete view of your to-do list. You can:

• Add and edit tasks.

• Set due dates and priorities.

• Reorder tasks by dragging.

• Mark tasks as complete.

• Review overdue, upcoming, and unscheduled work.

Tasks are private to you and are not visible to other users.

To open the Tasks page:

• Go to Tasks in the left navigation, or

• From the Dashboard, select View all in the Today’s tasks panel.

Tabs explained

The table below explains what each Tasks tab shows, working from left to right.

Tab	What it shows
Unscheduled	Shows tasks without a due date. Good for general reminders or work that isn’t tied to a specific day or due date.
Today	Lists all tasks due today, plus any overdue ones grouped above today’s list. Overdue tasks display in red, with the number of days overdue.
Upcoming	Shows tasks due within the next six months, organized by date.
Completed	Displays tasks you have marked as complete. Visible for the current day and the past 14 days.

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Add a new task

To add tasks for specific dates:

1. Go to Tasks.

2. Select the tab where you want the task to appear:

   • Unscheduled → for no due date.

   • Upcoming → choose a date section.

   • Today → if due today.

3. Click + Add task.

1. Complete the task details.

• Enter a title and description.

• Choose a priority if needed (Priority 1–3 or No Priority).

1. Click Add task to create your new task.

Edit a task

To update any task:

1. Click anywhere on the task (except the circle checkbox).

1. Update the title, description, due date, or priority.

2. Click Save task to apply your changes.

Note: If you change the due date, the task will automatically move to the date it is now due.

Prioritize tasks

You can assign priority levels to highlight urgency:

Priority	Meaning	Color
🔴 Priority 1	Urgent or high-impact	Red
🟠 Priority 2	Important but less time-sensitive	Orange
🔵 Priority 3	Low-priority or routine	Blue
⚪ No Priority	Default	White

Mark a task as complete

1. Click the circle checkbox next to the task.

2. The task moves to the Completed tab automatically.

Delete a task

1. Click anywhere on the task (except the circle checkbox).

2. Select the bin icon to delete the task.

Once deleted, a task cannot be recovered.

Reorder tasks (drag and drop)

To rearrange tasks:

1. Click and hold a task (not the checkbox).

1. Drag it into a new position.

2. Release to save the new order.

Tips for staying organised

• Add due dates to avoid missed follow-ups.

• Use priorities to focus on what matters most.

• Review the Upcoming tab at the start of each week.