TERRA-501 · Tasks & AI assistant

Give every task an owner and the right context.

Link tasks and projects to customers, orders, emails and calls. Manage shared work alongside private personal lists.

Available capability

Included capabilities

My day, my tasks, inbox, upcoming, and a personal list only you can see.

Statuses, priorities, labels, a checklist, watchers and comments.

Members, milestones, health and a board, and every task numbered.

"Call Gulf Marine tomorrow 11:00" becomes a task with its date and time.

A company, lead, deal, order, request, document, email or call.

Answering an email closes the task that asked for the answer.

Group by status, priority, project, person or due day, and drag a card to change it.

Tick tasks and change their status, priority, person, due day or project in one step.

Every list as a calendar: drag a task onto a day, or off it into the tray.

Filter by priority, label, person or due day and keep it as a view in the rail.

A limit on a column, folded columns, and swimlanes by project, person or priority.

The guided demo illustrates a selected workflow. Availability depends on the enabled configuration; beta items are labelled above.