Create, assign, and track Tasks

Tasks are the primary units of executable work in the app. They can live in Lists, appear in views, connect to CRM records, feed dashboards, and carry comments, subtasks, attachments, activity, and time details when those features are enabled.

Find Task Help

Need	Start here
Create a Task or use Quick Task	Use the Task dialog to create and update work
Understand each core field	Set task status, priority, owner, assignees, and dates
Manage subtasks, comments, dependencies, and attachments	Use subtasks, comments, activity, dependencies, and attachments
Review what changed on a Task	Review task activity history
Copy a Task link safely	Copy Task links and troubleshoot access
Archive, delete, or restore a Task	Archive, delete, and restore Tasks
Select, move, copy, or bulk-update Tasks from a List	Create and update tasks in a List
Diagnose missing buttons or access problems	Understand List and Task access rules

Primary Task Surfaces

Surface	What it is for
Full Task dialog	Create and update all available Task details.
Quick Task	Capture a Task name quickly from a List view or supported dashboard surface.
List row/card/bar	Review and edit common Task details inline.
Table row	Edit field-heavy Task data in columns.
Bulk actions	Apply the same update to multiple selected Tasks.
My Work and Summary	Review personal and team Task signals.
Search and links	Reopen a Task directly when access allows.

Before you start

• You need access to the List or related item that contains the Task.
• Creating Tasks requires create access.
• Editing fields, comments, attachments, dependencies, archive, delete, move, copy, and bulk actions each require the matching access.
• Some fields and tabs appear only when enabled in App Settings.

Troubleshooting

Task is missing

• Symptom: You cannot find a Task you expected.
• Cause: You may be in the wrong Space, the Task may be filtered out, private, archived, deleted, or inside a List you cannot access.
• Resolution:
  1. Confirm the active Space.
  2. Search by Task name.
  3. Clear List filters and show completed Tasks.
  4. Check Archived or Recently Deleted if you have access.
  5. Ask the List owner or Space admin to confirm access.

Task cannot be edited

• Symptom: Task fields are disabled or changes do not save.
• Cause: You may not have the required access, the feature may be disabled, or the app may be offline.
• Resolution:
  1. Confirm your connection.
  2. Ask the List owner or Space admin to confirm your access.
  3. Check App Settings if a field or tab is missing for many users.
  4. Retry after sync completes.

FAQ

Is a Task always inside a List?

Tasks are usually managed from Lists and views, but Task dialogs can also open from dashboards, search, links, CRM records, reminders, and other related areas.

Should I use a Task or a reminder?

Use a Task for work that needs to be completed. Use a reminder to bring something back to attention later.