How to manage tasks

Tasks move through five statuses, and tabs at the top of the page filter the list to one at a time.

• Today, All, To Do, In Progress, Review, Done, Blocked: each tab shows a live count.
• Tasks are sorted by priority first, then due date, then newest created.
• Clicking a task's circle icon toggles it straight to Done (or back to To Do), without opening the full task detail.
• Deleting or changing a task's status from the list view updates the count on every affected tab immediately.

The Today tab is a focused daily checklist rather than another filtered list. It's built to answer "what do I need to do right now."

• Three groups: Overdue, Due Today, and Completed (today's completions only).
• Within each group, tasks are sorted Urgent → High → Medium → Low so the most pressing work is always at the top.
• Overdue tasks show a red "Overdue · [date]" label; completing a task moves it out of its group into Completed instantly.
• When there's nothing overdue, due, or completed today, it shows "You're all caught up!" instead of an empty list.

Every task has a Category and a Priority, and both can be filtered alongside a free-text search.

• Categories: Content, Influencer, Website, Amazon, Support, Ads, Packing, Shipment, Client Delivery, Other.
• The category picker (in both the create form and the filter bar) is trimmed to what's relevant for your brand's business type: a Consulting brand sees Client Delivery, Content, Support, and Other; a SaaS brand sees Content, Website, Support, Ads, and Other, and so on.
• Priorities: Low, Medium, High, Urgent. Priority drives sort order everywhere tasks are listed.
• Search matches a task's title and description at once, and combines with the active status tab, category, and priority filters.

For work that repeats on a rhythm, mark a task as recurring instead of recreating it manually.

• Choose a recurrence pattern: Every day, Every week, Every 2 weeks, or Every month.
• A recurring task shows a small repeat icon and its pattern (e.g. "weekly") directly on its card.
• Marking a recurring task Done can hand back a fresh next occurrence, which appears at the top of the list alongside the one you just completed.

Break a task into smaller steps with a checklist, and choose whichever layout fits how your team scans work.

• A task's checklist items show as a progress count (e.g. "2/5 done") and a progress bar on its card, so status is visible at a glance.
• Grid view shows tasks as cards with title, category, priority, due date, checklist progress, and assignee. List view shows the same tasks as compact rows.
• Switch between Grid and List from the toggle at the top of the page; both respect the same filters.
• Click any task to open its full detail: description, checklist, assignee, and activity.