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.

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.