Tasks
The building blocks of your project
What It Does
The task system lets you:
- Create tasks using natural language or a structured form
- Assign tasks to AI team members based on expertise
- Track each task through four stages (To Do → Working → Review → Done)
- Search and filter tasks by title, key, or tags
- View full task details including linked sessions and deliverables
Creating Tasks
AI Mode (Recommended)
AI Mode uses Claude to parse your plain English description into a structured task.
- 1Click Create — the dialog opens in AI Mode by default
- 2Describe your task — type naturally, e.g. "Research UK fintech regulations for my payment app, high priority, assign to Hermione"
- 3Click Create Task — Claude analyses your input and extracts fields
- 4Review and confirm — adjust anything, then click Confirm & Create
What Claude Understands
Priority
Keywords like "urgent", "critical", "high priority", "low priority"
Team Assignments
"assign to Hermione", "for Harry", "@Kingsley"
Phase Hints
"research" suggests Explore, "write" suggests Draft
Tags
Keywords are auto-extracted as tags for filtering
Manual Mode
For full control over every field:
- 1Switch to Manual tab — click Create, then select the Manual tab
- 2Fill in the form — Title (required), Description, Phase, Priority, Assign To, and Tags
- 3Click Create Task
Task Fields
Every task includes the following information:
| Field | Description |
|---|---|
| Display Key | Auto-generated identifier like TOR-001 |
| Title | Short, actionable name (up to 200 characters) |
| Description | Detailed requirements (up to 5,000 characters) |
| Status | To Do, Working, Review, or Done |
| Phase | Explore, Define, Model, Draft, or Present |
| Priority | Critical, High, Medium, or Low |
| Team Member | Assigned AI agent (optional) |
| Tags | Custom labels for filtering |
| Session Links | Connected chat conversations |
| Deliverables | Outputs produced by this task |
Display Keys
Every task gets a unique key in the format TOR-001, TOR-002, and so on. Keys are:
- Auto-generated and sequential (never reused, even after deletion)
- Searchable in the search bar
- Copyable from the task detail panel
Task Detail Panel
Click any task card on the board to open its detail panel on the right side. From here you can:
Edit Content
Click the title or description to edit inline. Change priority, assignee, and tags.
Change Status
Use the quick-change buttons at the bottom to move between columns.
View Links
See connected sessions and deliverables. Click to navigate to the original content.
Export or Delete
Download as Markdown or permanently remove the task (with confirmation).
Task Dependencies
Tasks can declare dependencies on other tasks. A dependency means “this task cannot start until the prerequisite is done.” This is critical for maintaining correct execution order, especially when using Autopilot.
Adding Dependencies
Open a task's detail panel and use the Dependencies section to link prerequisite tasks by their display key (e.g., TOR-001).
Blocked Indicator
Tasks with unsatisfied dependencies show a visual badge on their Kanban card indicating they are blocked and how many prerequisites remain.
Dependency-Aware Queue
Autopilot respects the dependency graph — blocked tasks are skipped until all prerequisites reach Done.
Circular Detection
The system prevents circular dependencies. If adding a dependency would create a cycle, you'll see a warning.
Acceptance Criteria
Each task can have acceptance criteria — a checklist of conditions that must be met for the task to be considered complete. Criteria help agents understand what “done” looks like and give you a clear rubric for review.
Manual Criteria
Write your own acceptance criteria in the task detail panel. Each criterion is a checkbox you can tick as it's satisfied.
AI Auto-Generation
Click Generate Criteria to have Claude analyse the task description and suggest appropriate acceptance criteria automatically.
Searching Tasks
The search bar in the header filters tasks in real time as you type.
Searchable fields:
- Task title
- Display key (e.g.,
TOR-003) - Tags
Search works together with phase and team member filters, so you can narrow results precisely.
Deleting Tasks
- 1Open the task detail panel — click the task card on the board
- 2Click Delete — the button is at the bottom-right of the panel
- 3Confirm the deletion — this is permanent; consider moving to "Done" instead if you might need it later
Tips
- Write actionable titles — start with a verb: "Research UK market size", "Write executive summary", "Create 3-year projections"
- Use AI Mode for speed — it handles priority, phase, and assignment in one sentence
- Use Cmd/Ctrl+Enter as a keyboard shortcut to submit the task creation form
- Add tags for filtering — tags like "financial", "visa", or "bp-section" help you find related tasks quickly