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Complete and track tasks

Updated Tue Aug 04 2026 00:00:00 GMT+0000 (Coordinated Universal Time)Web & iOS

You complete a task by clicking its checkbox — it gets a strikethrough and moves into the Completed group, and clicking again reopens it.

Complete (and un-complete) a task

  1. Click Tasks in the left sidebar.
  2. Click the checkbox on the left of any task card. The title gets a strikethrough and the task moves to Completed.
  3. Made a mistake? Click the checkbox again to reopen it — nothing is lost.

Reading the three groups

  • Today — what needs attention now: tasks due today or overdue, with the date in amber. Each group header shows a count, so "Today · 4" is your at-a-glance workload.
  • Upcoming — scheduled or undated work that isn't urgent yet.
  • Completed — the done pile. It stays visible so you can confirm something was handled and reopen it if it wasn't.

Groups only appear when they have tasks in them — an empty Today section simply doesn't render, which is the good news scenario.

Tracking work linked to conversations

Tasks connected to a conversation show the conversation's name on the card, and the conversation's right-panel Tasks tab shows the same items in context — useful when a teammate asks "did we ever follow up with Sophie?"

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