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The Tasks block is designed for operational tracking within a document.
To add this block, type /tasks or /actions then select Task tracker.

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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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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.
Add a trigram to group names in the Attendance block (STR, MGR, SUB) to make company selection easier when assigning tasks.

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Archiving

To keep the table manageable over time:
  1. Open the action menu .
  2. Click Archive completed tasks.
You can then show archived tasks again using the icon to preserve the full history.

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Automatic ID and numbering

You can display an identifier on each task. The numbering increments automatically based on the naming convention detected in the block.

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Sorting

Sorting is available by:
  • Manual (default)
  • Status
  • Date