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Tasks

Create, edit, and organize tasks — with subtasks, dependencies, labels, six view modes, bulk operations, and Markdown descriptions.

Tasks are the unit of work in Projects. This page covers everything you can do with a single task and how to slice them across the six view modes.

task detail

Screenshot needed — add an annotated image showing this UI

Creating Tasks

You have several ways to create a task:

  1. From a project: click New Task or press C
  2. From the cross-project list at /projects/issues: same button
  3. From the Mobile PWA: the floating "+" button
  4. Via email-to-task
  5. Via the Slack /wx task create command
  6. Via the Workestra AI ("create a task to follow up with Acme tomorrow")
  7. Via the REST API

Task Properties

PropertyNotes
TitleRequired
DescriptionMarkdown with rich text — supports headings, lists, code blocks, tables, mentions
StatusWorkspace-configurable; defaults: Backlog, Todo, In Progress, In Review, Done, Cancelled
PriorityUrgent, High, Medium, Low, None
AssigneeAny workspace member
LabelsProject-specific or workspace-wide
Due dateOptional
EstimateStory points or hours
CycleSprint assignment
EpicParent initiative
Custom fieldsWhatever your admin has defined — see Custom Fields

Subtasks

Break a task into smaller pieces:

  1. Open the task
  2. Click Add subtask
  3. Subtasks share the parent's project but can have their own assignee, status, due date, and estimate

Parent tasks show subtask completion (e.g. "3 of 5 subtasks done").

Dependencies

Mark relationships between tasks:

  • Blocks — this task must finish before the other can start
  • Blocked by — the other task must finish before this one can start

Workestra detects circular dependencies when you try to create one (e.g. A blocks B and B blocks A) and blocks the change with a clear error.

Dependencies surface in:

  • The task detail panel (Dependencies section)
  • The Gantt view as connecting arrows
  • Predictive ETA forecasts

Labels

Labels are colored tags for grouping and filtering. Two flavors:

  • Project labels — defined per project (Project → Settings → Labels)
  • Workspace labels — shared across all projects

You can apply multiple labels to a single task and filter the list/board by label.

The Six View Modes

Switch with the view toggle at the top of any task list.

ViewBest For
ListSortable, filterable rows — the default
BoardKanban grouped by status, assignee, priority, or any select field
TableSpreadsheet-style with inline editing of any column, including custom fields
CalendarTasks plotted on their due date — month / week / day
GanttTimeline with dependency arrows and critical path
TimelineHorizontal chronological view, lighter than Gantt

Save filter combinations as Saved Views.

Bulk Operations

Select multiple tasks (checkbox column or shift-click) and use the bulk action bar at the bottom of the screen to:

  • Change status
  • Change assignee
  • Change priority
  • Change due date
  • Move to a different cycle
  • Add or remove labels
  • Delete (sends to Trash)

Bulk operations show a confirmation dialog so you can review the impact before applying.

Soft Delete and Trash

Deleted tasks go to Trash (never wiped immediately). You have 30 days to Restore or Delete Permanently. Trash is available workspace-wide at /projects/trash and per-project from the project menu.

Activity Feed

Every task has an activity feed showing automatic audit entries for:

  • Status changes
  • Assignee changes
  • Priority changes
  • Due date changes
  • Comments and reactions
  • Mentions

See Collaboration for more.


Next Steps