How do I add a task?
Add tasks quickly from the Tasks page, a record, the canvas or Ash, with a due date, priority and links.
Updated Oct 23, 20262 min read
- tasks
- add
- quick add
- due date
Quick add on the Tasks page
- Go to Tasks and click New task… at the top of the list.
- Type the task. Set a due date, priority or link with the pills beside it if you like.
- Press Enter. The task is added and the cursor stays in the box, ready for the next one.
In a record's view, such as one project's tasks, the new task is linked to that record already.
From a project, contact or organization
Open the record's Tasks tab and type in the quick add. The task is linked to that record.
From the canvas
- Right-click empty space and choose Add → Task….
- Click the + on a project, contact or organization card and choose Task. It's linked to that record.
- Type in Add a task… on a Task list card. A Today list sets the due date to today; a record's list links the task to that record. When you pick a record for the list, archived projects and contacts aren't offered.
From Ash
Tell Ash, for example "Remind me to send the invoice to Hauser on Friday".
Due dates, priority and links
| Pill | Options |
|---|---|
| Due | Pick a date, or Today, Tomorrow, Next week, or Clear |
| Priority | High, Medium, Low, or none |
| Link to… | Search Projects, Contacts and Organizations. Click to link, click again to unlink. Link as many as you need |
The due pill reads "Overdue", "Today", "Tomorrow", "3 days" and so on, up to 14 days, then the date. It turns red when overdue and amber for today and tomorrow.
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