Tasks

The Tasks block is designed for operational tracking within a document.

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Creating a task

When creating a task, you can define:

• A date
• A planned start
• A deadline
• A status (To do, In progress, On hold, Done, Cancelled, For the record)

Date changes are saved automatically. To display effective dates alongside the status, open Options then select the display mode for statuses (with date or without date). The delta (D+7, D-3) is calculated automatically when date display is enabled.

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Priority

Assign a priority to highlight how urgent a task is:

• Urgent
• High
• Medium
• Low

Click the priority icon on a task to open the dropdown and choose a level, or Remove to clear it. A task with no priority set shows a neutral icon.

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Sub-tasks

You can build a task hierarchy within the same block. To create a sub-task:

1. Open the task menu .
2. Click Add a sub-task.

You can also convert an existing task into a sub-task with Indent, then move it back up with Outdent.

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Task duplication

When a task needs to be tracked separately by multiple assignees, you can duplicate it per group. Each copy then follows its own lifecycle — status, due date, and other changes on one copy do not affect the others. On creation: when assigning a task to multiple groups, enable Duplicate to other assignees. A copy of the task is added to each group’s task list. On an existing task: in the task’s Concerned menu, click Duplicate to other assignees. A copy is created for each assigned group that does not yet have it. Duplicated tasks stay accessible at any time — open a task’s menu and click View duplicated tasks to see all copies across the document and navigate directly to them.

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Splitting a task list

A task list can be split into two independent blocks, so each part can be moved, duplicated or managed on its own.

1. Open the task menu .
2. Click Split, then choose:
   • Above — moves this task and everything above it into a new task list block.
   • Below — moves this task and everything below it into a new task list block.
   • Extract task content — pulls just this task (and its sub-tasks) out into its own task list block.

A split always keeps a task together with its sub-tasks, even if the split point falls in the middle of that hierarchy.

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Archiving

To keep the table manageable over time:

1. Open the action menu .
2. Click Archive completed tasks.

This archives all tasks with a Done or Cancelled status in one action. You can then show archived tasks again using the icon to preserve the full history. To archive/unarchive a specific task or sub-task, open its menu and click Archive / Unarchive. When archiving a parent task, its sub-tasks are automatically archived as well.

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Automatic ID and numbering

You can display an identifier on each task. Choose the display mode from the task list menu:

• Date — the date only
• Date and reference — date and reference
• Reference — reference only
• No identifier — hide the identifier

The numbering increments automatically based on the naming convention detected in the block. In the Date display mode, when a task’s date is the same as the one shown on the row above, it is hidden to reduce repetition — hover the row (or focus it) to reveal it again. On desktop, a sub-task whose date matches its parent task has no date column at all; point at its indentation line to read the date in a tooltip. On mobile, that sub-task’s date stays visible instead. Printing or exporting to PDF always shows every date. This doesn’t apply to Date and reference mode, where every row keeps its date.

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Sorting

Sorting is available by:

• Manual (default)
• Status
• Date