Clave Docs
Features

Tasks

Manage your personal tasks in list and kanban views.

Tasks are your personal work tracker inside a workspace. Unlike project issues — which belong to a project and are visible to the whole team — tasks are focused on what's assigned to you, across all your projects in one place.

Open Tasks

Click Tasks in the left sidebar to open the My Tasks view. You'll see tasks assigned to you, grouped by project.

Create a task

Click New Task in the top-right corner of the Tasks page. A modal dialog opens with these fields:

  • Title — The task name (required)
  • Status — Todo, In Progress, In Review, Done
  • Priority — No priority, Low, Medium, High, Urgent
  • Project — Which project this task belongs to (optional)
  • Due date — When the task is due
  • Start date — When work begins
  • Assignee — Who is responsible (defaults to you)
  • Description — Freeform notes about the task
  • Tags — Labels for filtering and categorization

Click Create (or press Enter in the title field) to save.

Views

Toggle between views using the view options in the top-right toolbar.

List view

Tasks are displayed as rows grouped by project. Each row shows the task title, status, priority, and due date. Click a row to open the task detail sheet.

You can check off a task directly in the list by clicking the checkbox on the left side of the row.

Board view (kanban)

Tasks are arranged in columns by status: Todo, In Progress, and Done. Drag and drop cards between columns to update a task's status.

Filter tasks

Use the Filter button in the toolbar to narrow down what you see. You can filter by:

  • Status
  • Priority
  • Project
  • Tags
  • Assignee
  • Due date

Active filters appear as chips below the toolbar. Click the × on a chip to remove that filter.

Task detail

Click any task row or card to open the task detail sheet (slides in from the right). From here you can:

  • Edit the title, description, and all fields
  • View and add comments
  • See activity history

Bulk actions

Hold Shift and click multiple tasks to select a range, or click individual checkboxes. When tasks are selected, a Bulk action bar appears at the bottom of the screen. Use it to update the status, priority, or project of all selected tasks at once, or delete them.

Ask AI

Click the Ask AI button in the toolbar to open the AI chat with context from your tasks. Ask the AI to summarize your workload, suggest priorities, or help you break down a task.

Tasks vs. issues

TasksIssues
ScopePersonal — assigned to youProject-wide — visible to all team members
Lives inMy Tasks viewProject Issues views
WorkflowLightweight personal trackerFull project workflow with kanban/timeline
Best forPersonal to-dos, meeting actionsFeature work, bugs, epics

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