# Task Manager

> Manage personal and team work across lists, projects, Kanban, calendar, and timeline views.

Canonical: https://help.spacebrain.ai/tasks/

Task Manager turns customer and operational commitments into owned work. The navigation includes **My Tasks**, **All Tasks**, **Projects**, **Kanban**, **Calendar**, **Timeline**, and a prominent **New task** action.

## Create a useful task

Include an action-oriented title, accountable assignee, realistic due date, relevant project or customer context, and a completion definition. Add supporting details or links without copying unnecessary customer data.

Use one assignee for accountability even when several people contribute. If another person must act first, create a dependency or separate task rather than leaving ownership ambiguous.

## Choose a view

* **My Tasks:** the current user’s actionable work.
* **All Tasks:** team work, including supported completed or archived scopes.
* **Projects:** task collections for a shared outcome.
* **Kanban:** status-based flow and work-in-progress review.
* **Calendar:** due-date planning.
* **Timeline:** sequencing and overlap across time.

Changing views does not duplicate a task; it presents the same underlying work differently.

## Daily operation

Start with overdue and due-today work, then review unassigned or blocked items. Update status when reality changes and leave a short note when the next person needs context. Complete the task only when its defined outcome exists in the relevant system.

## Connect tasks to customer work

Create tasks for promises made in Inbox, next steps on a lead or deal, quality review after a campaign, content approval, provider reconnection, and workflow failure remediation. Keep the conversation or CRM record as customer history and the task as the commitment to act.

## Project hygiene

Define project owner, scope, target date, status convention, and archive criteria. Limit work in progress, review stalled items, and archive completed projects so active views remain usable. Before deleting anything, confirm whether the team needs its audit history.

Continue with [task details and recurring work](/tasks/tasks-and-recurring-work) and [projects, views, and planning](/tasks/projects-views-and-planning).

