Tasks - Task Management

The Tasks application helps you organize, prioritize, and track your work and personal tasks with a powerful yet simple interface.

Features Overview

Task Organization

• Create Tasks - Quickly add new tasks with titles, descriptions, and due dates
• Task Details - Rich descriptions with full formatting support
• Categories - Organize tasks by project, context, or priority
• Circles - Separate personal, work, and team tasks into different workspaces

Task Management

• Status Tracking - Track tasks through their lifecycle (Todo, In Progress, Done)
• Priority Levels - Mark tasks as Low, Medium, High, or Critical priority
• Due Dates - Set deadlines and get reminders
• Completion - Mark tasks complete and track your progress

Views and Filtering

• List View - See all your tasks in a comprehensive list
• Filter by Status - View only active, completed, or all tasks
• Filter by Priority - Focus on high-priority items
• Filter by Circle - See tasks for specific workspaces
• Search - Find tasks quickly by title or description

Collaboration

• Shared Circles - Work on tasks with team members
• Task Assignment - Assign tasks to specific people
• Comments - Discuss tasks with your team

How to Use

Creating a Task

1. Click the "+ New Task" button
2. Enter a task title (required)
3. Add a description with details about the task
4. Set a due date if needed
5. Choose a priority level
6. Select the circle (workspace) for this task
7. Click "Save"

Managing Tasks

To mark a task complete:

• Click the checkbox next to the task, or
• Open the task and click "Mark Complete"

To edit a task:

• Click on the task title to open it
• Make your changes
• Click "Save"

To delete a task:

• Open the task
• Click "Delete" at the bottom
• Confirm the deletion

Organizing with Circles

Circles help you separate different areas of your life:

• Personal Circle - Personal errands, hobbies, home projects
• Work Circle - Professional tasks and projects
• Team Circles - Shared tasks with colleagues or family

Switch between circles using the circle selector in the top navigation.

Using Priorities

• Critical - Urgent and important, needs immediate attention
• High - Important tasks that should be done soon
• Medium - Regular tasks in your workflow
• Low - Nice to have, can be done when time allows

Tips for Success

1. Daily Review - Start each day by reviewing your task list
2. Set Realistic Due Dates - Give yourself enough time
3. Break Down Large Tasks - Create smaller, manageable subtasks
4. Use Priorities Wisely - Not everything can be critical
5. Regular Cleanup - Archive or delete completed tasks periodically
6. One Circle at a Time - Focus on one workspace to avoid overwhelm

Common Workflows

Daily Task Management

1. Review tasks for today
2. Prioritize your top 3-5 tasks
3. Work through high-priority items first
4. Mark tasks complete as you finish them
5. Plan tomorrow's tasks at the end of the day

Project Management

1. Create a dedicated circle for the project
2. Break the project into major tasks
3. Add detailed descriptions and due dates
4. Track progress by completing tasks
5. Review and adjust as needed

Team Collaboration

1. Create a shared circle for the team
2. Create tasks and assign to team members
3. Use comments to discuss and clarify
4. Track overall progress
5. Celebrate when tasks are completed!

Keyboard Shortcuts

• N - Create new task
• / - Focus search
• Esc - Close dialogs

Troubleshooting

Can't find a task?

• Check if you're in the correct circle
• Use the search function
• Check if filters are hiding the task

Task won't save?

• Ensure you have a task title (required)
• Check your internet connection
• Try refreshing the page

Lost access to a circle?

• Contact the circle administrator
• Check your circle memberships in settings