> For the complete documentation index, see [llms.txt](https://docs.ebrain.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ebrain.ai/tasks/overview.md).

# Projects and tasks

The **Tasks** page is where your work lives. It is a project and task manager built around a simple hierarchy: **Project → Task → Subtask**. You can do everything by hand, or ask Tim to create and update tasks for you. Either way, changes show up live for everyone on the project.

When you open Tasks, you land on a grid of project cards (or, if you have none yet, an empty state inviting you to create your first project).

{% hint style="info" %}
You only see projects you are a member of. Tasks, comments, and other project data are always scoped to projects where you belong.
{% endhint %}

## Projects

A **project** is a container for related tasks. Each project card shows the project name, an optional description, a task count, and a member count.

### Create a project

{% stepper %}
{% step %}

## Open the dialog

Click **Create Project** (top-right, or in the empty state when you have no projects yet).
{% endstep %}

{% step %}

## Name it

Enter a **Project name** (required) and an optional **Description**.
{% endstep %}

{% step %}

## Add members (optional)

Pick a colleague from the **Add member** dropdown, choose a **Role** (Admin, Member, or Viewer), and click **Add**. You can add several people before you finish, and remove any of them from the pending list. If everyone is already added, the picker tells you so.
{% endstep %}

{% step %}

## Create

The project is created and seeded with four status columns: **To Do**, **In Progress**, **Review**, and **Done**. You become the project **Owner** automatically.
{% endstep %}
{% endstepper %}

### Open, switch, rename, and delete

Click a project card to open it. Inside a project, a header bar lets you go **back** to the project browser, jump between projects with the project selector, create another project, manage **Members** (owners and admins only), and add a **New Task**.

**Rename** and **Delete** live in the "..." menu on each project card, and only the project **Owner** sees them.

{% hint style="danger" %}
Deleting a project is permanent. The dialog warns that all tasks and data in the project will be permanently deleted, and asks you to type the project name to confirm. Only the Owner can delete a project.
{% endhint %}

### Roles in a project

| Role       | What they can do                                                                                                       |
| ---------- | ---------------------------------------------------------------------------------------------------------------------- |
| **Owner**  | Everything, including rename or delete the project and manage members. The creator is the Owner and cannot be removed. |
| **Admin**  | Manage members and create, edit, move, or delete tasks.                                                                |
| **Member** | Create, edit, move, or delete tasks.                                                                                   |
| **Viewer** | Read-only. Cannot create, edit, move, or delete tasks.                                                                 |

Owners and admins manage people from the **Members** dialog, where you can see current members, add new ones with a role, or remove them. The Owner cannot be removed.

## Tasks

A **task** is a single piece of work inside a project. You can create one in two ways.

### The New Task dialog

Click **New Task** (hidden for Viewers) to open the full form:

| Field                           | What it does                                                            |
| ------------------------------- | ----------------------------------------------------------------------- |
| **Title** (required)            | The name of the task.                                                   |
| **Description**                 | Free-text details.                                                      |
| **Status**                      | Which status column it sits in (defaults to **To Do**).                 |
| **Priority**                    | None, Urgent, High, Normal, or Low (defaults to Normal).                |
| **Estimate (hours)**            | A planned-hours estimate, for example 2.5.                              |
| **Start date** and **Due Date** | Optional dates.                                                         |
| **Assignees**                   | Toggle project members on or off. Only project members can be assigned. |
| **Labels**                      | Search existing labels or add new ones on the fly.                      |

Click **Create Task** to finish.

### Quick add

In Board or List view, type a title into a column's quick-add field and press Enter. The task is created in that status with default values, no dialog needed.

## Task fields explained

* **Assignee** — Multiple people can share a task, but only project members can be assigned. Set assignees in the create dialog, in the task detail panel, or inline in the list.
* **Due date and start date** — Both optional. A task with a due date in the past that is not yet complete is flagged **Overdue** in red.
* **Priority** — None, Urgent, High, Normal, or Low, each shown with a coloured icon.
* **Status** — Every project has its own status columns, grouped behind the categories To do, In progress, Review, Done, and Cancelled. Moving a task into a Done-type column automatically marks it complete; moving it back out un-completes it.
* **Tags (labels)** — Colour-coded labels shared across your company. Create new ones while picking, and delete a label to remove it from every task at once.

## Editing a task

Click any task to open its detail panel. The title is editable inline, and a properties sidebar on the right lets you change **Status**, **Priority**, **Assignee(s)**, **Due Date**, **Start date**, **Labels**, and **Hours** (the time estimate). It also shows when the task was created and by whom. Edits save instantly and appear right away.

The main area holds the **Description** plus three tabs: **Subtasks**, **Comments**, and **Activity** (an automatic history of changes you cannot edit).

{% hint style="warning" %}
Deleting a task is permanent, there is no recycle bin. You will be asked to confirm. Viewers cannot delete tasks.
{% endhint %}

## Subtasks

Break a task into smaller steps with **subtasks**. A subtask always lives in the same project as its parent.

* Open a task, go to the **Subtasks** tab, click **Add subtask**, type a title, and press Enter. The new subtask opens immediately so you can fill in its details.
* Each subtask has a checkbox circle to mark it done or undone (done subtasks show struck-through), plus its own priority, due date, and assignees. Click a subtask to drill into its own detail, with a "Back to parent task" link to return.
* The parent task shows a completed-over-total badge, for example 2/5.

## Ask Tim to manage tasks

You do not have to click through the UI. Talk to Tim in [chat](/chatting-with-tim/overview.md) or on [WhatsApp](/ebrain-on-whatsapp/getting-started.md) and he can:

* List your projects and tasks, and filter by project, status, priority, who they are assigned to, or a search term.
* Show full task details, including subtasks and recent comments.
* Create projects, tasks, and subtasks, and update titles, descriptions, status, priority, dates, estimates, tags, and assignees, including assigning work to you.
* Reassign or unassign people, add comments, and delete tasks.

Tim follows the same permissions you have, so he never touches a project you are not part of and cannot make changes where you are only a Viewer. Anything Tim does shows up live on the board, exactly like your own edits.

{% hint style="info" %}
Tim asks for your approval before making changes. See [Approval flows explained](/chatting-with-tim/approval-flows.md).
{% endhint %}

## Keep going

<table data-view="cards"><thead><tr><th>Topic</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Switch between Board, List, and Gantt, and work together in real time</td><td><a href="/pages/bDoYBmVggSdHKiEwG7vB">/pages/bDoYBmVggSdHKiEwG7vB</a></td></tr><tr><td>Get tasks done by chatting with Tim</td><td><a href="/pages/omYTaN5jK46mNbpfwSqk">/pages/omYTaN5jK46mNbpfwSqk</a></td></tr></tbody></table>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.ebrain.ai/tasks/overview.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.