Task Board

The Task Board is a Kanban board — the central place where you create, assign, track, and complete Tasks.

Task Board

Task Statuses

A Task moves through these columns:

Status	Description	Typical Transitions
Backlog	Created, not yet prioritized	→ Ready
Ready	Queued, about to be worked on	→ Running, → Backlog
Running	Actively being worked on (Agent or human)	→ Review, → Blocked
Review	Work done, awaiting human review	→ Done, → Running
Blocked	Stuck, waiting on something external	→ Ready
Done	Complete	→ (Archived via “Archive” button)
Archived	Hidden, cancelled/done tasks	→ Backlog (via “Restore”)

Drag-and-drop between columns — changes persist immediately with automatic rollback on failure.

Task Board Columns

Creating a Task

Click New Task (top-right of board) to open the creation dialog.

Desktop: Two-Column Form

Left Column:

Title (required)
Description — Markdown supported (toolbar: Bold, Italic, Link, Code, List)
Goal / Acceptance Criteria — What “done” looks like

Right Column:

Task Type — Task, Bug, Improvement, Research (customizable per Workspace)
Priority — Low, Medium, High, Critical
Project — Optional grouping label
Assignee — Agent, Workspace Member, or Nobody
Start Date / Due Date — Optional, independent
Dependencies — Tasks that must complete first (multi-select)
Watchers — Members notified on Review/Done/Failed (multi-select)
Save Result to Knowledge — Auto-save agent output to agent’s personal knowledge folders

Mobile: 3-Step Wizard

On phones, the same fields are split into 3 steps with a step indicator.

Refine (in the New Task and Edit Task dialogs) asks the AI to rewrite your description as a clear requirement and to derive a Goal / Acceptance Criteria text from the title and what you wrote. It only proposes text: review and edit it — nothing is saved until you click Create (or Save).

In New Task, enter a Title first. Refine works on a draft Task in Backlog, which is removed again if you cancel the dialog.
For an existing Task, use Refine with AI in the task header (on phones: ⋯ More). It opens the Edit dialog and runs the refinement.
It uses the AI endpoint configured for your instance or Workspace (Workspace Settings → AI Text Generation). If none is configured, you are told so instead of getting a suggestion.

Templates

Save as Template — Current form becomes a reusable template
Start from Template — Pre-fill form from a saved template

Task Detail Dialog

Click any task card to open the detail dialog.

Header Bar

Status — Current column (badge)
Stop — Appears while an agent is working on the Task and stops its active Runs
Chat / Files — Switch between the conversation and the Task’s files
Share Task, Edit Task, Refine with AI, Delete — Icon buttons on desktop. On phones they are collected in one ⋯ More menu

Above the conversation sits the Task Brief (the description, collapsed by default) and, for Squad Tasks, the Execution Tree.

Right sidebar with collapsible sections; click a row to change it:

Organization — Assignee, Project, Task Type, Priority, Watchers
Schedule — Dates (start and due), Recurrence
Run — The latest Run, read-only rows for the MCPs, Skills and Secrets available to it (secret values are never shown), and the Save to knowledge setting

Dependencies are set in Edit Task (Depends on).

Chat Tab

Live conversation with the agent working on this task:

Your messages — Right-aligned, blue
Agent messages — Left-aligned, gray with avatar
System messages — Centered, italic
Copy message — Hover agent message → copy icon
Long messages — Collapsed at 1200 chars, “Show more” toggle
@mentions — Type @ in the message box to mention a Member, Agent or Squad. A mentioned Member can also get an email (when email is configured). Agents and Squads are tagged for context only — a mention never redirects the Run to someone else

Files Tab

All artifacts attached during the run, with icons by type (PDF, code, image, etc.). Click a file to open File Preview: images, PDFs and text or code files (code is syntax-highlighted) up to 2 MB, videos (MP4, WebM, MOV, M4V, OGV, MKV) of any size with the browser’s player, and Word (.docx), Excel (.xlsx, .xlsm, .xls) and PowerPoint (.pptx) files up to 25 MB as an approximate preview (layout and fonts can differ from the original; spreadsheets show the first 1,000 rows of each sheet as a plain table). Old .doc and .ppt files, a video the browser cannot play, and any larger or unsupported file show No preview available; Download saves any file.

Quick Status Moves

Each card shows one contextual action button:

Backlog → “Ready” (blue)
Ready → “Run” (green)
Review → “Done” (green)
Running → Stop (red) — stops the Task’s active Runs
Blocked/Done → Priority icon only

Moving a Task out of Running — by dragging it or with Stop — also stops its active Runs.

Recurring Tasks

Tasks can recur daily/weekly/monthly with end conditions.

Setting Up Recurrence

Open Task Detail → Properties sidebar → Recurrence section
Enable Recurring switch
Configure:
- Frequency — Daily, Weekly, Monthly
- Interval — Every N days/weeks/months
- Weekdays (weekly only) — Mon, Tue, etc.
- End Condition — Never / On Date / After N Completions
Save — Task shows repeat badge on board

How It Works

When a recurring task reaches Done, the backend creates the next occurrence
Next task inherits: title, description, type, priority, project, labels, watchers, recurrence rule
Not copied: Dependencies, attachments, chat history
Cadence anchored on the completed task’s due date (early completion doesn’t pull dates forward)
Overdue periods are skipped

Recurrence Badge

Task Watchers

Watchers receive email notifications when a task reaches Review, Done, or Failed.

Adding Watchers

Task Detail → Properties sidebar → Watchers row → click to open popover
Edit Dialog → Watchers multi-select
Creation Dialog → Watchers field

Notifications deep-link to the task: #/?task=<taskId>

Dependencies

Tasks can depend on other tasks. A task with unmet dependencies shows a visual indicator and cannot be moved to Running until dependencies are Done.

Add — Task Detail → Dependencies popover or Edit Dialog
Cycle prevention — Circular dependencies blocked
Self-dependency — Blocked (task cannot depend on itself)

Copy Task ID

Hover a task card → click share-2 icon → copies full 36-char UUID to clipboard. Only shown for tasks in a Project.

Task Detail → ⋯ More → Share Task → copies deep-link URL (#/?task=<id>) to clipboard.

Filters

Top toolbar:

Project Filter — Show tasks from one Project
Assignee Facet Filter — Multi-select: Agents and/or Members (OR’d)
Show Tabs — All / Mine / Agents / Humans / Unassigned / Archived
- Mine — Tasks where you’re the creator (mutually exclusive with other tabs)

Recent Updates

Drag-and-drop task board — Kanban flow with native HTML5 DnD, automatic rollback on failure
Inline agent questions & permissions — Answer agent questions and permission requests directly in the task chat
Chat continuity — Follow-up messages preserve context, resume previous conversations
Chat with Agents — Persistent 1:1 chat with agents/squads via floating button
Recurring tasks — Set daily/weekly/monthly recurrence with end conditions; auto-creates next occurrence on Done
Improved task detail — Consolidated info bar, Task Brief card, collapsible long messages, Share Task
Two-column task detail — Properties sidebar with quick-reclassify for Task Type/Priority, Watchers row
Redesigned task creation — Task Type, Labels, Dependencies, Watchers, Goal/Acceptance Criteria, Save as Template
Task watchers — Get email notifications when tasks reach Review/Done/Failed
Comprehensive task edit — Edit all task fields including type, priority, dates, assignee, project, labels, watchers, dependencies