> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arya.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing tasks

> Create, assign, complete. Filters, bulk edit, subtasks, tags, priorities.

## Create a task

<Steps>
  <Step title="From Tasks module or from a record">
    * **Tasks module**: **Tasks → + New task**
    * **From a deal / project / company**: Tasks tab → **+ New task** (record link is automatic)

    <Frame>
      <img src="https://mintcdn.com/agevole/cM9eEPJE8FVhTNOb/images/task/en/create-task.svg?fit=max&auto=format&n=cM9eEPJE8FVhTNOb&q=85&s=b78a7b0e70991d584e8b7f47c56df956" alt="Task creation dialog" width="1200" height="720" data-path="images/task/en/create-task.svg" />
    </Frame>
  </Step>

  <Step title="Fill the fields">
    * **Title**: short, verb-led (*"Call Mario Friday"*)
    * **Due date**: optional time
    * **Priority**: Low / Medium / High / Urgent
    * **Assignees**: one or more users
    * **Description**: rich (markdown), with @mentions
    * **Tags**: coloured, for categorisation
  </Step>

  <Step title="Link to a record">
    If you start from the Tasks module, manually link to deal/company/project/custom object. The link is visible on both sides.
  </Step>

  <Step title="Add subtasks">
    Inline, a checklist of subtasks. Useful for breaking down multi-step work.
  </Step>
</Steps>

## Custom statuses

Default statuses are **Open → In progress → Waiting → Completed**, and default priorities **Urgent · High · Medium · Low**: they are proposed automatically the first time you open the panel, ready to use. You can rename, reorder, delete or add new ones (e.g. **Blocked**, **In review**) in **Settings → Tasks**.

## Quick filters

<CardGroup cols={3}>
  <Card title="Today" icon="sun">Tasks due today.</Card>
  <Card title="This week" icon="calendar-week">Due within 7 days.</Card>
  <Card title="Overdue" icon="triangle-exclamation">Past due and not done.</Card>
  <Card title="Mine" icon="user">Assigned to you.</Card>
  <Card title="Unassigned" icon="user-slash">No owner — to be routed.</Card>
  <Card title="Completed" icon="check">Done, archivable.</Card>
</CardGroup>

## Advanced filters

Combine conditions: priority, assignee, tag, date range, linked record type. Save as a [shared view](/en/arya-101/lesson-4-lists-and-views).

## Bulk edit

Select multiple tasks with checkboxes → **Actions**:

* Change status / priority / assignee
* Add / remove tags
* Shift due date (e.g. "+7 days to all")
* Delete / archive

## Comments and discussion

Inside a task: threaded comments with rich text, @mentions (user notified), attachments. Useful for short discussions without leaving context.

## Related automations

<AccordionGroup>
  <Accordion title="Create task on deal stage change">
    Trigger: `Deal stage = Proposal` → Action: `Create task "Follow up quote"` due in 3 days.
  </Accordion>

  <Accordion title="Task from call action item">
    With [Call Intelligence](/en/crm/calls-and-call-intelligence), AI-extracted action items become tasks with one click.
  </Accordion>

  <Accordion title="Escalation notification">
    If a priority task stays overdue for 24h, notify the manager.
  </Accordion>
</AccordionGroup>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can subtasks have different due dates?">
    No, subtasks are simple checklists. For complex flows, use separate tasks linked to a project or a parent task.
  </Accordion>

  <Accordion title="How do I permanently delete a task?">
    Completing it doesn't delete it — stays in history. For permanent removal: `⋯ → Delete`. Requires confirmation.
  </Accordion>

  <Accordion title="Do tasks auto-notify assignees?">
    Yes, on assignment and on due date/priority changes. Configurable in Notification preferences.
  </Accordion>
</AccordionGroup>

<Tip>
  **On mobile** — create tasks with voice input and receive push notifications. See [Tasks on mobile](/en/mobile/overview).
</Tip>