## Overview

The ConversaLabs **Tasks** module is a full work manager — in the spirit of Asana/ClickUp/Linear —
built into your support operation. It lets you create tasks with a **title, description, assignees,
due date, priority and status**, organize them into **lists**, track them on a **board (kanban)** or
a **calendar**, break them into **subtasks**, connect them with **dependencies**, repeat them with
**recurrence**, and never miss a deadline with **reminders**.

Beyond the basics, Tasks offers advanced capabilities: **SLA** (response and completion time
targets), **templates** (reusable blueprints), **checklists**, **comments**, **watchers**,
**attachments**, **labels** and **custom attributes**. You can also open and track tasks **inside a
conversation**, linking support work to what needs to get done.

## Prerequisites

- The Tasks module is **optional** and must be **enabled** for your account. If you don't see Tasks
  in the sidebar, ask an administrator to turn it on.
- A user with access to the account. Some actions (such as creating SLA policies and templates) are
  reserved for administrators.
- To use tasks inside conversations, you need at least one Inbox with active conversations.

## Step by step

1. Open **Tasks** from the left sidebar.
2. Create your first task by providing, at minimum, a **title**.
3. Set **assignee(s)**, **due date**, **priority** and the **list** the task lives in.
4. Track progress by changing the **status** (backlog, to do, in progress, in review, done,
   cancelled).
5. Switch between the **list**, **board** and **calendar** views to fit your routine.
6. Mark the task done when the work is finished — the system records the completion date.

## Settings & options

- **Lists**: group tasks by project, team or workflow.
- **Status and priority**: status describes the work stage; priority helps order what's most urgent.
- **Assignees and watchers**: who does the work and who should follow the updates.
- **Due dates**: due date/time and a start date, used by the calendar and overdue alerts.
- **Labels and custom attributes**: free classification and fields specific to your business.

## Use cases

- Distribute and track the support team's operational work.
- Turn a request received in a conversation into a task with an owner and a deadline.
- Plan recurring routines (weekly reports, monthly reconciliations) with recurrence.
- Guarantee response/completion times with **SLA** policies.

## Tips, limits & best practices

- Start with a few clear **lists**, then adopt board, SLA and templates later.
- Use **priority** deliberately: if everything is urgent, nothing is.
- Past due dates on unfinished tasks are flagged as **overdue** — review them often.
- Tasks and subtasks survive the deletion of their parent task (they're orphaned, not removed) —
  organize before deleting.

## Troubleshooting

- **I don't see Tasks in the menu**: the module may not be enabled for your account — ask an
  administrator.
- **I can't create an SLA policy or template**: those actions require an administrator role.
- **My task isn't in the expected list**: check the view filter and whether it has been archived.

## See also

- [Views: lists, board and calendar](/hc/ajuda/articles/tasks-listas-board-calendario-en)
- [Subtasks, dependencies, recurrence and reminders](/hc/ajuda/articles/tasks-subtarefas-dependencias-recorrencia-lembretes-en)
- [Task SLA and templates](/hc/ajuda/articles/tasks-sla-templates-en)
- [In-conversation task panel](/hc/ajuda/articles/tasks-painel-na-conversa-en)