Organize and improve
Tasks, Areas, and saved views
Capture work, organize it by responsibility, and build reusable task views.
10 minute read Updated October 13, 2026
Create and organize tasks
A task can include notes, an Area, priority, due and scheduled times, planned duration, tags, a linked goal, recurrence, subtasks, and comments. Use only the fields that help you make a decision.
Open a task to set its status, priority, Area, goal, tags, due date, estimate (minutes), repeat, notes, attachments, reminders, subtasks and comments, or to delete it. Rows show subtask progress (like 2/5) and a paperclip with the number of attached files.
Quick add understands compact phrases such as “Pay invoice Friday 2pm #work @billing !high 30m.” It reads due dates and times (tomorrow, next Wed, Oct 15, in 3 days, tonight, eod), repeats (every weekday, every Monday, every 1st), #Areas (partial names work), @tags (new ones are created), priority (!high, !!!, p1) and a time estimate (30m, 1h30). The preview under the box shows what will be set; dismiss a chip to keep those words in the title, or put text in quotes to keep it exactly as typed. The ? button lists everything it understands.
Repeat a task
In a task's Repeat field choose Daily, Every weekday, Weekly, Every 2 weeks or Monthly (Quick add phrases like every Monday work too). When you complete a repeating task, the next one is created, due at the next occurrence after the old due date.
Undo, completed tasks and restoring
- Completing or deleting a task can be undone from the message that appears, or with ⌘Z (Ctrl+Z) when you aren't typing in a field.
- Show completed (List view) and the board's Done column show tasks finished this week.
- See all completed tasks opens the Completed tasks page (/tasks/completed), where you can search, sort and Restore to to-do.
Use Areas
- 1Select the plus button beside Areas in the sidebar to create one.
- 2Give it a name and color.
- 3Use the Area's manage button (Edit or delete) to rename it, change its color or delete it. Deleting asks you to confirm.
- 4Select an Area in the sidebar to open its filtered task view.
Deleting an Area does not give another user access to its content. All Area and task operations remain scoped to your workspace.
Filter, group, and save a view
- 1Choose List, Board, or Calendar at the top of Tasks. On the Board, the columns are To do, Doing and Done; drag a card to change its status.
- 2Open Filters to narrow by Area, status, priority, due date, or tags. Filter state is kept when you leave and return.
- 3In List view, group by Area, priority, status or due date. Grouped by due date, drag a task into Today to make it due today.
- 4Select Save view, name it, and tick Pin to sidebar to list it under Saved views in the sidebar. You can keep up to 20 saved views.
Run bulk actions
Selection checkboxes stay hidden during normal use so they do not compete with the task-completion circles.
- 1Select the Select button to enter selection mode.
- 2Choose individual tasks or Select all visible.
- 3Choose Mark complete, Set priority, Set due date (Today, Tomorrow, Next week, a date, or remove it), Move to area, Add tag, Remove tag or Delete. Deleting asks for confirmation first, and Undo (or ⌘Z) restores the whole batch.
- 4Select Done to return to the normal task list. Select isn't available in Calendar view.
Turn pasted text into tasks
With AI assist on, Capture with AI in the Tasks header turns a pasted list, email or brain dump into draft tasks you review before adding.
Related guides
Want to try this workflow?
Set it up in your own workspace. It takes about a minute.