Tasks

Tasks are concrete, actionable items that move your milestones forward. They're the day-to-day work that matters.

---

Before You Begin

• You should have created a Goal and Milestone first
• Tasks are always linked to a milestone

---

Creating a Task

Step 1: Go to a milestone detail view

Step 2: Click Add Task

Step 3: Fill in the details:

• Title — What you need to do (e.g., "Schedule kickoff meeting")
• Description — Optional. Context and notes
• Priority — Low, Medium, High, or Critical
• Start Date — When you'll start (optional)
• Due Date — When it needs to be done
• Status — TODO, In Progress, In Review, or Done

Step 4: Click Create

---

Task Statuses

Status	Meaning
TODO	Not started
In Progress	You're working on it
In Review	Someone is reviewing your work
Done	Complete

---

Task Priorities

Priorities help you focus:

Priority	Meaning
Low	Nice to have, not urgent
Medium	Important, standard priority
High	Urgent, blocks progress
Critical	Blocking, must be done ASAP

---

Viewing Tasks

Step 1: Go to Tasks in the sidebar

You can:

• Search by task name
• Filter by milestone, status, priority, or assignee
• Sort by due date, priority, or status
• View only your tasks or team tasks (managers)

---

Task Details

Click on a task to see and edit:

• Title, description, dates
• Priority and status
• Comments and feedback
• Due date and start date

---

Updating Task Status

As you work, update the status:

1. Click the task
2. Change the Status field (TODO → In Progress → In Review → Done)
3. Click Save

When you mark a task as Done, your goal progress updates automatically.

---

Tips

• Tasks should be actionable — "Schedule meeting" is clearer than "work on project"
• Break milestones into 5–10 tasks — Too many creates decision paralysis; too few makes milestones too vague
• Use priority to focus — Mark the 2–3 most important tasks as High/Critical
• Update status daily — Keeping status current makes your progress visible to your manager
• Use comments for feedback — Ask for help or provide updates in comments

---

Troubleshooting

My goal progress isn't updating

Goal progress is based on completed tasks. Try refreshing the page (F5 or Cmd+R).

I have too many tasks

Consolidate or delete low-priority items. Focus on 5–10 per milestone.

How do I see all tasks for my team?

Go to Tasks and use the filter to see all team tasks (if you're a manager).

Can I assign a task to someone else?

Currently, tasks are assigned to the owner of the milestone/goal. Use comments to @mention someone for help.