Manage tasks
This feature requires the Team capability tier (the Team or Business ). During the beta, every project is on the free Solo tier, so this feature is locked by default: go to Settings ▸ Billing and request Team access to unlock it.
Track documentation work: what needs to be written, reviewed, or updated. Create tasks from the project dashboard, assign them to team members, and filter by status or type.
Task types
Type | Use for |
|---|---|
Workflow | Process-driven work, such as writing new topics or following approval steps |
Review | Existing content that needs a review pass |
Feedback | Content that needs changes based on reader feedback or product updates |
Task statuses
Tasks move through 5 statuses:
Status | Meaning |
|---|---|
Draft | Not yet ready to work on |
Planned | Scheduled, ready to be picked up |
In Progress | Actively being worked on |
In review | Work is done, awaiting review or approval |
Done | Completed |
Allowed transitions
Tasks can move forward or backward in the workflow:
Draft → Planned or straight to In Progress
Planned → Draft (deprioritized) or In Progress
In Progress → Planned, In review, or straight to Done
In review → In Progress (sent back for rework) or Done
Done → In Progress (reopened)
Create a task
Go to the Dashboard for your project.
In the Tasks section, click Add task.
Type a title describing the work in the Task title field.
Click Add (or press Enter).
The task appears in the task list with a Draft status and the default Workflow type.
Create tasks directly from the dashboard when triaging work. The inline creation form keeps you in context, with no need to navigate to a separate page.
Update task status
Each task row shows a status dropdown. Click it to open the menu and pick one of the task's allowed next statuses. Each row also displays the task's type as a badge and its due date when one is set.
Filter tasks
Use the filter chips above the task list to narrow what is shown:
This week: tasks due in the current week
Overdue: tasks past their due date (the chip shows a count when any are overdue)
All: every task in the project
The list shows the first 10 matching tasks, with a "+N more" note when there are more.
Overdue tracking
Tasks with a past due date are automatically flagged as overdue. The Overdue filter defaults on whenever the project has overdue tasks, and each overdue row shows a red due date with a warning icon, making these tasks easy to spot during standups or planning.
Tasks are organizational tools for your authoring team. They do not affect publishing or content output; a topic can be published regardless of whether its associated tasks are complete.
See also
Content statuses: topic-level workflow states (separate from task statuses)
Manage team members: invite team members who can be assigned to tasks
Content health and governance: automated health checks that can inform task creation
Track content freshness: staleness indicators that signal when update tasks are needed