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Applies to v3.7.1Reviewed 2026-05-23

Tasks

The Tasks tab is a shared to-do list between you and your personal EA. Your EA can create tasks on your behalf during a conversation — for example, after you ask it to draft a follow-up, it might add a task for you to review and send it. You can also add tasks yourself. Both end up in the same list.

What a task contains​

FieldDetails
TitleUp to 200 characters. Required.
DescriptionOptional longer note (up to 2,000 characters).
Prioritylow, medium (default), or high.
Statuspending → in_progress → completed (or cancelled).
Due dateOptional. Overdue tasks are flagged automatically.
TagsOptional labels for filtering (billing, draft, follow-up, etc.).
NotesThreaded comments — both you and your EA can add notes to any task.
Created byShows whether the task was created by you or by your EA, with the correct avatar.

How tasks are created​

Your EA creates tasks when:

  • You ask it to do something that has a distinct deliverable — it may create a task to track that action.
  • An automation template you've configured includes a "create task" step.
  • An operational insight triggers a template that creates follow-up tasks.

You create tasks manually from the Tasks tab by clicking + New task and filling in the fields.

Both paths write to the same list. There is no separate "EA tasks" section.

Real-time updates​

Every time a task is created, updated, or completed — by you or your EA — a live event is pushed to your browser. The Tasks tab reflects the current state without a page refresh.

Managing tasks​

Filtering​

Use the status, priority, due date, and tag filters at the top of the Tasks tab to narrow the list. The default view shows open tasks (pending + in_progress).

Changing status​

Click the status indicator on any task row to advance it (pending → in_progress → completed) or mark it cancelled. Completing a task stamps completedAt automatically. You can reopen a completed task — this clears completedAt and adds a note to the audit trail.

Adding notes​

Open a task and click Add note. Notes are visible to you and your EA and are preserved as part of the task's history.

Overdue tasks​

A task is overdue when it has a due date in the past and a status of pending or in_progress. Overdue tasks are surfaced with a visual indicator in the list.

Permissions​

  • You see only tasks assigned to you within your organization. You cannot see your teammates' tasks.
  • Your EA can create and update tasks on your behalf when the manage_tasks capability is enabled on your EA. Admins control which capabilities each EA has.
  • Admins cannot read the content of your tasks — tasks are scoped to the individual user, not the organization.

Common questions​

Can my EA reassign a task to a teammate? Not in the current release. Tasks are assigned to one user. Cross-user task creation is on the roadmap.

What happens to tasks if I disconnect my EA? Your existing tasks remain. Only the EA's ability to create new tasks or add notes stops.

Can I bulk-import tasks? Not currently. You can create tasks via the REST API (POST /api/tasks) if you have an automation that generates them.

Reviewed 2026-05-23 for Achiral AI v3.7.1.