> ## Documentation Index > Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt > Use this file to discover all available pages before exploring further. # Tasks and notes > Keep your own task list, work with company tasks, and use the list or board from anywhere in MSPortal. 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. Personal task list with priorities, dates and statuses ## 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. Task editor with Owner above its picker, notes, status, priority and date Task calendar extending beyond the editor without clipping 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. Task board with four status columns Completed section below the open task list ## 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. Tasks side panel with header scopes, inline priority and date controls, notes indicators and detail buttons Task pop-out window with no main navigation ## 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. Linked task editor explains that the company comes from its meeting 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. Read-only task-list audit with owner, company and status columns Action Items tab within Acme Corporation company settings Task audit scoped to Acme Corporation ## 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. Tasks on a narrow mobile screen Tasks in dark appearance Expanded task search field floating over the narrow toolbar Task side panel with editable priority and due date on a phone Full task calendar above the date field on a phone ## Next steps * [Import lists and add linked items](/user-guides/tasks/import-tasks) * [Use notes and extract tasks](/user-guides/tasks/notes) * [MCP tools reference](/user-guides/mcp-server/tools-reference) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.