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Task Management

Organize your work with list, kanban, and calendar views. Create tasks manually or from AI suggestions and link everything to your time tracking workflow.

View Comparison

Three views let you manage tasks the way you prefer. Switch between them at any time - all views share the same data.

Feature	List View	Kanban View	Calendar View
Layout	Sortable table rows	Draggable columns	Monthly calendar grid
Best for	Scanning & bulk actions	Workflow management	Deadline planning
Sort/filter	All columns sortable + filter bar	Drag between columns	Organized by due date
Bulk actions		-	-
Quick create	Top bar button	"+" button per column	Click on a day
Shows tasks without due date			-

Tasks without due dates won't appear in Calendar View. Use List or Kanban to find and assign dates to unscheduled tasks.

Creating a Task

Create tasks from the Tasks page, inline from a time entry, or by accepting an AI suggestion. Only the title is required - fill in other fields as the task takes shape.

Click "New Task" in the top bar

Enter a title (required)

Optionally set status, priority, project, due date, and estimate

Save - the task appears in all views immediately

You can also create tasks inline when editing a time entry, or by accepting a "task_create" AI suggestion.

Task Properties

Each task has a set of properties that control how it appears, is prioritized, and connects to your time tracking data.

Title (required) - the task name
Description - optional rich text for notes or links
Status - Backlog → To Do → In Progress → Done
Priority - None | Low | Medium | High | Urgent (color-coded dot)
Project - optional link; inherits client and color
Due Date - optional; used by Calendar View
Estimate - optional hours for budget tracking

Priority colors:
  None → gray  |  Low → blue  |  Medium → yellow
  High → orange  |  Urgent → red

Linking Tasks to Projects

Assign a task to a project to build the Client → Project → Task → Time Entry hierarchy that powers reporting and billing.

Task inherits the project's color coding across all views
Unlinked "standalone" tasks are excluded from project reports
Batch-assign tasks to a project via List View checkboxes
Changing a task's project updates colors everywhere instantly

Linking tasks to projects ensures your time reports are accurate. Unlinked tasks won't appear in project or client reports.

AI-Powered Task Suggestions

Nareli's AI generates task suggestions from Slack messages and desktop activity. Review, accept, or decline them from the Suggestions page.

Each suggestion shows the evidence that triggered it
Accept with optional edits or decline to train the AI
Declined suggestions help the AI learn your preferences

Suggestion Type	Source	What It Does
task_create	Slack or activity analysis	Proposes a new task with title and description
task_update	Slack messages	Suggests changes to an existing task (e.g., new due date)

Task suggestions require Ollama to be running and configured. Without AI, you can still create all tasks manually.