Creating and Organizing Tasks

Overview

Everything in StretchTasks starts with a task. This guide covers creating a task with its full set of fields and organizing it so it's easy to find and act on later.

Anatomy of a task

A task can carry all of the following:

• Title (required) — a short, action-oriented name.
• Description — details, context, links, or acceptance criteria.
• Status — Inbox, Planned, Today, Upcoming, Waiting, or Blocked.
• Priority — Urgent, High, Normal, or Low.
• Task type — task, subtask, follow-up, approval, reminder, or checklist item.
• Due date — a calendar date (or date-time) the task is due.
• Reminder — a reminder time plus a channel (in-app, email, SMS, or messenger).
• Recurrence — a repeat rule and timezone for tasks that come back on a schedule.
• Assignee — the person responsible (name and email).
• Labels — lightweight tags for slicing.
• Checklist — a list of sub-items to tick off inside the task.
• Project & section — where the task lives in your structure.

Steps: create a task

1. Click New task (top right of any view).
2. Enter a Title — keep it a verb phrase, e.g. "Draft onboarding email."
3. Add a Description with the detail someone would need to do it.
4. Set the Status. Leave it on Inbox to triage later, or set Today/Planned if you already know when it belongs.
5. Set the Priority. Reserve Urgent for genuinely time-critical work.
6. Pick a Task type if it's more than a plain task (for example, approval for a sign-off).
7. Choose a Due date, and optionally a Reminder time and channel.
8. Assign it to a person if someone else owns it.
9. Add Labels and, if it belongs to one, a Project and Section.
10. Add checklist items for any sub-steps.
11. Click Create task.
> In the admin console this is a protected write and prompts for your password; in the customer workspace it saves immediately.

Steps: organize existing tasks

1. Open List to see everything in one table.
2. Use search and filters to find the tasks you want to reorganize.
3. Open a task and set or change its Project, Section, Labels, and Status.
4. Use the Board or Planner to drag tasks into the right status or day.
5. Group recurring themes into a Project so related tasks stay together.

Example

You're preparing a client launch. You create a project called "Acme Launch" with sections Content, Design, and Go-live. Then you add tasks: "Write launch announcement" (type task, priority High, section Content, due Friday), "Legal sign-off on copy" (type approval, priority Urgent, section Content), and "Publish landing page" (type task, section Go-live, with a checklist of QA steps). Each task carries a label #launch, so later you can pull up everything launch-related with one saved filter.

Tips

• Write titles as actions ("Send…", "Draft…", "Review…") so a glance tells you what to do.
• Use checklists inside a task for sub-steps you don't need to track as separate tasks.
• Reach for Projects when a set of tasks shares a goal, and Labels when a theme cuts across many projects (like #urgent-client or #billing).
• Only mark something Blocked or Waiting when it truly is — those statuses feed the Priorities engine's blocker analysis.

Troubleshooting

• My task didn't save. A title is required. If the create button is disabled, check the title field. In the admin console, also confirm you completed the password re-authorization prompt.
• The task isn't where I expected. New tasks default to Inbox unless you set another status. Check the Inbox view, or the status you assigned.
• I can't set an assignee's org or owner from the workspace. The customer workspace deliberately keeps tasks within your own organization — you can assign a person, but cross-organization owner fields are set by your team on the admin side.