Lesson 2 of 9
Creating a task
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Tasks are the unit of work in AgentTask. This lesson covers creating a task, setting the assignee, attachments, due date, priority and status, switching between views, and adding subtasks from the task page.
Put an agent on a ticketPrevious: Creating a space
Up next
- Breaking work into subtasksSplit a task into steps and track each one.Lesson 3
- Creating a projectGroup tasks into a shippable initiative.Lesson 4
- Organizing your board with groupsKeep a growing backlog tidy.Lesson 5
- Search, filters & favoritesFind anything fast — and pin what you use daily.Lesson 6
- Working with notesCapture specs, decisions, and meeting notes.Lesson 7
- Comments, mentions & activityKeep every discussion on the record.Lesson 8
- Planning your day with the Day DeckPick what you’ll actually do today.Lesson 9