Tasks

Discover how to create and manage tasks in Attio.

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Create tasks

Stay on top of things and collaborate with your team by creating, assigning, and tracking tasks. There are a couple of ways to create a new task:

  • Use the keyboard shortcut t anywhere in the platform to open the Create task window

  • Open search with cmd/ctrl + k  then select Create task from the list of quick actions

For a video walkthrough of Tasks, see Attio Academy.

Add task content

  • Type @ followed by a record name to tie the task to a record

  • Type @ followed by a member's name to assign the task

  • Use natural language to set due dates when creating reminders such as 'call Tuesday at 7pm', 'follow up next week' or 'check-in in September'

Note: Notifications regarding task assignments and a daily reminder of tasks due can be configured in notification settings.

View all tasks

The Tasks page accessed from your sidebar hosts all tasks from across your workspace. Sort by either due date or assignee by selecting Sorted by, then the option, then Ascending or Descending. You can also filter tasks by a specific assignee by clicking Filter, Assignee, then is or is not, and the user. Click the X to remove a filter.

Under View settings choose Grouped by Assignee or Due date. You can also choose whether or not to show completed tasks with the toggle.

Note: Your sort, group, and filter settings are unique to you. Changes you make will not affect your team members' views.

Tasks on record pages

Each of your records also has a dedicated Tasks tab on their record page. You can manage and create new tasks here too.

Frequently asked questions.

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