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Managing tasks

Tasks is one list of everything to do across all projects. It opens on My tasks, the open tasks assigned to you; switch to Everyone to see the whole team's work. Each row shows where the task came from, so you know why it's there.

You need access to Tasks in your role to see the page, and permission to manage tasks to add, complete or delete them.

Read the tasks list

ColumnWhat it shows
TaskThe title, with the project milestone underneath when there is one. Completed tasks are struck through.
AssigneeWho the task is assigned to, or Unassigned.
CompanyThe company the task is for.
ProjectThe project the task belongs to.
DueThe due date: red when it's overdue, amber when it's due today.
PriorityLow, Normal or High.
OriginWhere the task came from: Manual, Email, Call, Chat, AI, Contract or Asana.
StatusTo do, In progress, Blocked or Done.

Show 25, 50 or 100 tasks per page with the controls under the table. You can also hide, reorder and export columns, as on every list. See Navigating Brain.

Find and filter tasks

Steps

  1. In Nucleo, go to Brain > Tasks.
  2. Choose My tasks or Everyone at the top of the list.
  3. Optional: Type in Search tasks.
  4. Optional: Click the filters icon and combine any of the filters below.
FilterOptions
StatusAll open (the default), To do, In progress, Blocked or Done.
AssigneeAnyone or one person.
CompanyAll companies or one company. Choosing a company narrows the project filter to its projects.
ProjectAll projects or one project.
PriorityLow, Normal or High.
OriginWhere the task came from.
DepartmentTech, Marketing, Design or PM.
Due from and Due toA range of due dates.
OverdueOnly overdue.
UnassignedOnly unassigned.
CompletedShow completed to include done tasks. They're hidden by default.

To clear every filter, click Reset filters.

Add a task

Steps

  1. In Nucleo, go to Brain > Tasks.
  2. Click Add.
  3. Enter a Title.
  4. Optional: Pick a Due date and a Priority. The priority is Normal unless you change it.
  5. In Assignee, keep Me or pick a colleague.
  6. In Project, pick the project the task belongs to, or keep No project.
  7. Click Save.

The task appears in the list and, if you chose a project, in the project plan. See Projects.

Mark a task as done or reopen it

At the end of each row, click the check icon to mark the task as done. To reopen a done task, show completed tasks with the Completed filter and click the reopen icon on its row.

Manage a task with Atomo

To change a task's assignee, due date, priority or status, or to merge duplicates, use Atomo. It opens with the task as context, checks for duplicates, proposes in two lines what to do and acts once you agree.

Steps

  1. In Nucleo, go to Brain > Tasks.
  2. On the task's row, click the Atomo icon (Manage with Atomo).
  3. Read Atomo's proposal in the panel, and tell it what you want, for example move it to Friday and set it to high priority.
  4. Confirm when Atomo asks. It makes the change and confirms in one line.
Tip
You can also edit a task from the plan of its project. See Project setup.

Delete a task

Steps

  1. On the task's row, click the trash icon.
  2. In the confirmation, click Delete.
Caution
Deleting a task also removes it from the project plan, and it can't be undone.

Import tasks from Asana

If your company works in Asana, connect it in Connections. Projects and tasks are then imported regularly, with Asana as their origin.

To pull the latest right away, click Import from Asana at the top of the Tasks list. A message tells you when the import has finished.

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