Tasks and notes

Tasks are available to MSP staff. Open the checklist button in the top bar for the side panel, or visit Tasks for the full workspace. Pop out opens a separate window; saved task and note changes update your other open windows.

​

Add and organize work

1. Type into Add a task and press Enter.
2. In the side panel, click a task title to edit it inline, then use the check button or press Enter to save. Change priority and due date using the row’s dropdowns. The outward-arrow button opens Edit task for notes and other details. In the full workspace, click a title to open the editor.
3. Use the checkbox to complete a task. Completed tasks remain available under Completed; untick one to reopen it.
4. Drag a task using its grip to reorder the list, or choose Board and use the grip to move it between To do, In progress, Blocked and Done. The checkbox completes a task; dragging the grip does not toggle it. You can also change status in the editor.
5. Choose Search tasks to open a floating search field and filter the current view. Clear the search before dragging to reorder.

If saving fails, your editor stays open with the draft so you can retry. To delete a task, open it, choose Delete, review the named task and confirm. Removing a task does not delete the original linked ticket, device or other record.

​

Prioritize with AI

Prioritize ranks your own open tasks in the current task view and adjusts their priorities. It considers dates, current status and task context. Review the result; Undo is offered briefly after completion. Tasks owned by colleagues are left alone. Up to 200 eligible tasks are considered in one pass; the result tells you when more tasks were left unchanged.

​

Work while browsing

The top-bar task button shows the number of your open tasks due today or overdue. The side panel stays open while you navigate. Tasks and Notes are available in the panel and full workspace. Choose Mine or My companies in the side-panel header. List and Board are in the toolbar below the tabs. A note icon with Details marks tasks that have notes in the editor. Inline changes save immediately; an unsuccessful title save keeps your draft available to retry.

​

Visibility and company tasks

• Mine contains tasks you own, including tasks tagged with a company.
• My companies contains tasks for companies to which you are assigned. These personal views are independent of the top-bar company selector.
• A task without a company is private to its owner, except that staff with See all task lists can read it in the audit view.
• Company tasks are shared with the company’s assigned team. Staff with company-settings access may also view them; editing requires assignment or company-settings write access.
• Choose a company before assigning a task to another staff member. You need permission to assign work for that company.
• A task mirrored from a meeting action item keeps the meeting’s company. Owner and supported task-field changes synchronize with that action item. Change the company in the meeting.
• Scratch notes are owner-only and are not included in task-list audit.

Company details includes an Action Items tab. Authorized staff can inspect task lists under Settings → Activity & Audit → Task Lists; audit rows are read-only and follow the company selector.

​

Display options

The task workspace adapts to mobile screens and follows your light or dark appearance preference. On a narrow screen, scroll the board sideways to reach other columns.

​

Next steps

• Import lists and add linked items
• Use notes and extract tasks
• MCP tools reference