> ## Documentation Index
> Fetch the complete documentation index at: https://docs.itellico.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks

> Track follow-ups, action items, and work generated from conversations

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<Info>
  Tasks is currently in development and not yet available in all accounts. The feature and UI described below may change before general availability.
</Info>

Tasks help your team manage follow-up work from operations.

**Access:** Open **Tasks** in the main navigation. The default landing view is the Kanban board.

<Screenshot lightSrc="/images/manage__tasks-kanban-light.png" darkSrc="/images/manage__tasks-kanban-dark.png" alt="Tasks Kanban board showing Todo, In Progress, and Done columns with task cards" />

## What Tasks Is For

Use **Tasks** for work that still needs a human to do something after a conversation, such as:

* calling someone back
* reviewing an escalated issue
* checking a booking or order
* following up on a sales lead
* coordinating internal work across team members

Tasks turn conversations into accountable next steps.

## How Tasks Are Created

Create tasks in two ways:

* **Manual:** use **Create task** in the toolbar
* **Automated:** post-call workflows create tasks when task creation is enabled

## Core Task Fields

| Field                 | Description                                       |
| --------------------- | ------------------------------------------------- |
| **Title**             | Required summary of the task                      |
| **Description**       | Optional context and instructions                 |
| **Status**            | `todo`, `in_progress`, or `done`                  |
| **Priority**          | `low`, `medium`, `high`, `urgent`, or no priority |
| **Assignee**          | Team member responsible for execution             |
| **Due Date**          | Optional deadline                                 |
| **Scheduled At**      | Optional scheduled start time                     |
| **Conversation Link** | Source conversation when task came from a call    |
| **Subtasks**          | One-level child tasks under a parent task         |

## Status and Priority

### Statuses

* **Todo**
* **In Progress**
* **Done**

### Priorities

* **No priority**
* **Urgent**
* **High**
* **Medium**
* **Low**

## Creating Tasks

Click **Create task** to set a title, description, priority, due date, scheduled time, and assignee.

<Screenshot lightSrc="/images/manage__task-create-light.png" darkSrc="/images/manage__task-create-dark.png" alt="Create task modal with title, description, priority, due date, scheduled time, and assignee fields" />

## Task Detail View

Open a task to edit it in a dedicated detail page.

<Screenshot lightSrc="/images/manage__task-detail-light.png" darkSrc="/images/manage__task-detail-dark.png" alt="Task detail page showing editable task properties, subtasks entry, comment box, and activity timeline" />

The detail view supports:

* inline updates for status, priority, assignee, due date, and scheduled time
* parent/subtask structure with progress
* activity timeline and comments
* task attachments, comment attachments, and attachments added while creating subtasks
* quick jump to linked conversation when present

### Keyboard Shortcuts

In task detail, you can open quick menus with:

* **S** for status
* **P** for priority
* **A** for assignee

Then choose values using number keys.

## Next Steps

<CardGroup cols={2}>
  <Card title="Task Views" icon="table-columns" href="/manage/tasks/views">
    Switch between board, list, and calendar workflows
  </Card>

  <Card title="Conversations" icon="messages" href="/manage/conversations/overview">
    Review call context behind generated follow-ups
  </Card>
</CardGroup>