# Tasks

## 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.

<figure><img src="/files/YBhSPig0O2KGJ0i9XkVE" alt=""><figcaption></figcaption></figure>

### Tabs explained

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

| Tab             | What it shows                                                                                                                                         |
| --------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Unscheduled** | <p>Shows tasks without a due date. </p><p>Good for general reminders or work that isn’t tied to a specific day or due date.</p>                       |
| **Today**       | <p>Lists all tasks due today, plus any overdue ones grouped above today’s list.<br>Overdue tasks display in red, with the number of days overdue.</p> |
| **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.                                                         |

***

## 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.**

<figure><img src="/files/iPycS0sPzuYLdimpNHfK" alt=""><figcaption></figcaption></figure>

4. Complete the task details.

* Enter a title and description.
* Choose a priority if needed (Priority 1–3 or No Priority).

5. Click **Add task** to create your new task.&#x20;

<figure><img src="/files/uqutYloV3qGDL3JMzQ5B" alt="" width="563"><figcaption></figcaption></figure>

***

## Edit a task

To update any task:

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

<figure><img src="/files/GP3Dtks5YhaLWuJXCcKX" alt=""><figcaption></figcaption></figure>

2. Update the title, description, due date, or priority.
3. Click **Save task** to apply your changes.

<figure><img src="/files/9V3L73EU0ZhiT6eWOe3q" alt=""><figcaption></figcaption></figure>

> 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.

<figure><img src="/files/aXte6EZ7GHPBqCbEmzGs" alt=""><figcaption></figcaption></figure>

> Once deleted, a task cannot be recovered.

***

## Reorder tasks (drag and drop)

To rearrange tasks:

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

<figure><img src="/files/YRFDJQH8XMy8Fx9hJnKe" alt=""><figcaption></figcaption></figure>

3. Drag it into a new position.
4. Release to save the new order.

***

## Tips for staying organized

* 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.


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