Task & Project Management

Creating Tasks

Navigate to Work OS → Tasks and click + New Task. Set a title, description, assignee, due date, and priority. Tasks can be standalone or part of a project.

Views

Switch between List, Kanban, and Calendar views. Kanban boards can be grouped by status, priority, or assignee.

Projects

Group related tasks into projects. Each project has milestones, a progress bar, and can trigger automations on completion. Create projects under Work OS → Projects.

Automations

Tasks integrate with the Autopilot Engine. Examples: task overdue → remind assignee → escalate to manager. Task completed → update project progress → notify client.