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Tasks

What it is

A Task is a unit of work. Each task has one assignee (the person or Agent responsible for doing it) and an optional reviewer (a second pair of eyes who can reopen the task if the work isn't right). Tasks can have comments, attached documents, a description, and a due date.

When to use it

Create a task whenever you have work that needs to be tracked: something to do yourself, something to delegate, or something waiting for review. Use tasks to organize deliverables, follow-ups, and action items.

Where to find it

Open Tasks in the main navigation. The page opens as a Kanban board by default, with a segmented control at the top to switch between Kanban and List views.

The Kanban board has these columns:

  • Needs me — open tasks assigned to you
  • Agents — open tasks assigned to an Agent in your current space
  • Needs review — tasks where you're the reviewer (open, or closed within the past two weeks)
  • Team tasks — open tasks assigned to other people in your current space
  • Projects — active Projects in your current space (only shown when Project Management is enabled)

The same groupings appear as tabs in the List view, each with its own count badge in the sidebar.

A sidebar on the left holds saved views that further filter what you see: All open, Past due, Due today, Due this week, and Done today. Each saved view shows a live count badge.

A search box at the top of the Kanban board matches against task titles and descriptions.

How it works

Create a task. Click New task to open the create flyout. Pick a space, optionally link the task to a Project in that space, choose an assignee (or leave blank to round-robin across the space's members), an optional due date, and a description. The description supports rich formatting and @name mentions.

Create a project. When Project Management is enabled, a New project button sits next to New task. Click it to open the project create flyout — see Projects for details.

Open a task. Click any task — in a Kanban card or a List row — to open the detail flyout on the right side of the screen. The flyout shows the task title, status, space, ID, and a Due date with an Overdue badge if the due date has passed.

Switch tabs inside the flyout. The detail flyout has three core tabs:

  • Description — the task body, editable inline
  • Comments — the activity feed (comments and status changes interleaved chronologically) plus a composer for adding new comments
  • Documents — files attached to the task; drag and drop or click to upload, max 10 MB per file

If the task is linked to another record (a payment, a verification, an access request, a correction, a trade leg, a document, or a project), a fourth tab appears named after that record so you can see the linked item without leaving the flyout. Tasks linked to a project also show up as a separate Project column in the List view, with a rocket icon next to the project name.

Assignee and reviewer pills. At the top of the flyout, two pills show who is assigned and who reviews. Hover a pill to reveal:

  • Claim — take over the role yourself, when permitted
  • ⋯ menu — reassign to another person or to an agent, when permitted

Agents are marked with a purple Agent badge.

Close or reopen. When you're permitted to act on a task, a sticky footer at the bottom of the flyout shows the appropriate action — Close when the task is open, Reopen when it's closed. The reviewer can always reopen a closed task; if there's no distinct reviewer, the assignee can reopen it too.

Comments and mentions. Add a comment in the Comments tab to discuss the work or notify someone. Mention a colleague with @name to send them a notification.

Notifications. When a task is assigned to you, you're mentioned in a comment, or someone reopens your work, you get a notification through your preferred channels (email, in-app bell, phone push).

Overdue reminders. When a task passes its due date and is still open, Hub sends a notification to its assignee and reviewer the next morning. You get one reminder per task — once you've been told, Hub won't keep nagging.

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