Tasks: your team's to-do list

Tasks, under Collaborate in the sidebar, is your team's to-do list. To add a task, type what needs to be done, add a description if you like, pick a priority (Urgent, High, Medium or Low) and a due date, and save. Type @ in the description to mention a teammate: they are added as a watcher and notified. You can also turn contacts into tasks in bulk: tick them on the Contacts page, then choose Actions, then Add to Workspace, which creates one task per contact.

Tasks needs the "Tasks" permission in Team, then Permissions: it opens the page, and covers creating and deleting tasks, commenting, @mentions, watching, the bulk Add to Workspace and asking the Copilot to create a task. A member without it does not see Tasks in the sidebar, but still sees the tasks due today or overdue that are assigned to them in My Day on the Dashboard, and can mark one done there with Mark done. Their task alerts open the Dashboard.

You see the tasks you created, the ones assigned to you, and the ones you watch. The counters at the top filter the list (To Do, In Progress, Due Today, Overdue, Completed and All Tasks), and you can also filter by priority or search. Switch between the list and the Priority Matrix, which sorts tasks into Do First (Urgent), Schedule (High), Delegate (Medium) and Later (Low). Open a task to change its status (To Do, In Progress, Done or Cancelled), edit it, comment on it (type @ to mention someone), or press Watch to be notified when it changes.

The Copilot can list your tasks, create one for you or a teammate (optionally linked to a contact; this needs the Tasks permission) and mark one done, each after you confirm (a task assigned to you needs no permission to mark done, any other needs Tasks). An automation can create a task as one of its steps.