Tasks

What "My tasks", "Where I participate" and "From others" mean

The three-(or four-)tab filter you'll find in Tasks, Projects and Agenda.

How to create a task by hand, by voice or from an email

The ways to create a task in WorkOS: the New task button, the "+" of each group or day, voice, and the tasks proposed from an email.

The Tasks views: Pending, Kanban, Calendar and more

What each Tasks tab is for and how to search and organize what you see.

Task statuses and dates: how they relate

How to change a task's status and date, what happens automatically when you do, and the difference between completing, discarding and deleting.

What's in a task's detail view

The fields, tabs and buttons of the panel that opens when you click a task.

Who can edit a task: assignee, participants and other users

What each person can do inside a task depending on their level: manager, assignee, participant or other user.

Assignees, participants and project of a task

How to assign a task to someone, add participants and link it to a project, meeting or email.

How to record the time you spend on a task

Use a task's timer, add time by hand and check how much you've logged today.

Closing the day and validating your hours

Review the hours you have logged today, add what is missing and validate the day with one click.