What you can do here
Read the board
Tasks is a place in the sidebar. Open it in one of these ways:- Select Tasks in the sidebar. It is under More unless you pinned it. See Pin a place to the sidebar.
- Press ⌘K (Ctrl+K on Windows), type Tasks, and select it. See Search and shortcuts.
- Press
Bwhen you are not typing in a field. - On Today, select the number of tasks in the sentence “Your squad finished … today.” It shows when tasks finished today.
- On a teammate’s About page, select See all tasks under Tasks. The section shows when the teammate has open tasks. The board shows all tasks, not only that teammate’s.
For every status and what it means, see Statuses and what they mean.
Each column shows its name and how many tasks it holds. Each column shows 4 cards. Select Show all and the count to see the rest, and Show less to fold the column again. When the board is too wide for the window, scroll it sideways.
Next to the Tasks title, the board shows how many tasks are done today and how many need you. need you counts every task in the Needs you column.
What a task card shows
Use the card menu
Point to a card and select ⋯ (Task actions). On a touch screen, ⋯ always shows.
If an action fails, Squad shows Couldn’t archive. Try again. or Couldn’t delete. Try again.
Filter the board
Use the bar under the title:
The Filter menu has:
When the search, a teammate, Only urgent, or Only what needs you is on, the bar shows how many tasks match and Clear. Clear resets them. It does not turn off Hide ongoing. An empty column shows No matches.
Under the Done column, Archived and Trash open the tasks that you set aside. See Archive, delete, and restore tasks.
To see what your squad did, open Activity. See See what your squad did.
Open a task
Select a card, or select ⋯ on the card and then Open task. Select Back to Tasks to return to the board. When you opened the task from a teammate’s About page, the button has the teammate’s name and goes back there. The task page has a main column and a details column.The main column
An open task updates while you look at it. A new comment, file, or progress line shows without a reload. A link to an older comment shows the earlier comments until that comment is on screen. See Limits and defaults.
The details column
Select Hide details to give the main column the full width. Select Show details to bring the column back. On a narrow screen, the details column shows under the main column. On the narrowest screens, this button hides.
Break a task into steps
A task can have steps. Each step is a task of its own, with its own teammate, notes, and questions, and it belongs to one task. Use steps when one piece of work has parts that different teammates do, for example a contract, an invoice, and a welcome email for one new client. The board shows the task as one card with its count, and the steps are on the task’s page.1
Open the task
Open the task that the steps belong to.
2
Start the first step
Select ⋯ (Task actions), then Add a step. On a task that has steps already, select Add step under Steps.
3
Describe the step
Type what the step is in the field What’s the step?. The Teammate field starts on the task’s own teammate. Pick another teammate, or Anyone.
4
Add it
Select Add step. The form stays open for the next step. Select Done when you have added them all.
- One level. A step cannot have steps of its own, and a task that has steps cannot become a step.
- How many. For the number of steps a task can hold, see Limits and defaults. At the limit, Squad says “That task already has 50 steps. Split the work into another task.”
- On the board. A step is not its own card while its task is on the board. When a step waits on you, the task’s card says so in orange and sits in Needs you until the task is done. The task’s page keeps the task’s own state.
- When every step is done. The task does not close on its own. Squad tells the task’s teammate that all the steps are done, and to close the task or say what is left. When the task has no teammate, or its teammate cannot be woken for the people who finished the step, the owner is notified instead, for example “All 4 steps of ‘Onboard Acme’ are done.”, as the owner’s setting for A task is done says. See Choose your notifications. A step that is done notifies no one on its own.
- Questions. A step’s question is in Needs you with the step’s title and the task’s title, for example “Contract · Onboard Acme”.
Move a step or make it its own task
Open the step and select ⋯ (Task actions):- Move to another task opens a list of tasks. Type in Find a task and select one. The step moves under that task. Other steps, the step’s current task, and the step itself are not in the list. A task that already has steps is.
- Make it its own task takes the step out of its task. It becomes an ordinary task on the board.
Steps when you archive, delete, or restore
In Archived and Trash, a task stands for the steps that went with it, so those steps have no row of their own. A search or a filter that finds only the step shows it as its own row, with “Step of” and the task’s title. When the task is not shared with you, the row says “Its task is archived, and that task isn’t shared with you.” and has no Restore.
Steer a task with a comment
1
Open the task
Open the task.
2
Type your comment
In Activity, type in the composer. It says Add a note for and the name of the teammate who has the task, or Add a note when nobody has it.
3
Mention other teammates (optional)
To wake another teammate too, type @ and select it. The teammate who has the task wakes without a mention.
4
Send
Select Send.
- When work on a task is for the squad’s owner, a new @mention, assignment, or update request about that task waits while an earlier one about the same task is still running. The teammate then reads it in the same conversation and does not start a second copy of the work. A request for another person in your squad, a heartbeat, or an assignment of several tasks at once runs in its own conversation, so it does not wait.
- The @ list has your teammates, then the people in your squad who can open the task. Mentioning a person notifies them and does not wake a teammate. See Mention a person. Type # to mention a connected app. You cannot reference docs or tasks in a comment.
- You can attach files, also by dragging them onto the box. While a file is over it, the box says “Drop to attach to your message”. For how many, see Limits and defaults. A comment with only files shows Sent a file. or Sent files.
- When a comment notified a teammate that has not seen it yet, a line under the comment says so, for example “Otis hasn’t seen this yet.”, “Otis and Juno haven’t seen this yet.”, or “Otis and 2 others haven’t seen this yet.” Each teammate is named once, under the newest comment that it has not seen. When every teammate has seen it, the line goes away. Only teammates are named, never people. This line shows only on the newest comments. See Limits and defaults.
- Your unsent comment stays in the composer if you leave the page, until you close the browser tab.
Comment on the task
Ask for an update
- Open the task.
- In Your call, select Ask and the teammate’s name for an update.
Take other actions from Your call
The Your call panel shows the main action that fits the task’s state.
To give the task to a different teammate, select Give to another teammate and pick the teammate. The list says Gives it now. The new teammate is told and picks it up on their next run.
Edit a task or mark it as ongoing
Open the task and select ⋯ (Task actions):- Edit asks for a new title (Rename this task). It changes only the title. To change the description or the priority, ask the owner in a comment.
- Mark as ongoing tells Squad that the task runs continuously, so quiet stretches are normal. Select Unmark as ongoing to undo it.
- Archive moves the task to Archived and goes back to the board. The message has Undo, and counts the steps of a task with steps.
- Delete asks Move this task to the Trash? You can restore it from the Trash tab. The task moves to Trash. For a task with steps, it asks, for example, Move this task and its 4 steps to the Trash? You can restore them from the Trash tab.
- Add a step starts the task’s steps. It shows on a task with no steps that is not a step itself. See Break a task into steps.
- On a step, Move to another task and Make it its own task. See Move a step or make it its own task.
Ask the owner
Stuck tasks
A teammate’s task that has had no update for more than 2 days shows Stuck for and the number of days, then · no progress. This applies to a task in Working on it, and to a task in Not started that is assigned to a teammate. These are the tasks that Squad nudges. A task that a person has, and an ongoing task, never show it. Neither does a task that is in Working on it only because its questions are for other people. Squad also checks every hour for tasks that an AI teammate owns and that do not move. This includes tasks that the teammate has not started yet.- After 2 days with no update, Squad asks the owner for progress.
- If the task still does not move 2 days later, Squad asks you a question in Needs you.
- If the task’s state has not changed for 7 days, even while the teammate is active, Squad asks you a question directly.
Archive, delete, and restore tasks
For what happens to a task’s steps, see Steps when you archive, delete, or restore.
To open the lists, select Archived or Trash under the Done column. You can also press ⌘K and select Archived tasks. The lists are titled Archived tasks and Trash. Each row shows the priority, the title, the owner, and the date. Select Load older… to see more rows. To go back to the board, select Tasks at the right of the bar. In these lists, the search, Teammate, and Only urgent work. Only what needs you and Hide ongoing are not offered.
When a task is marked done or archived, Squad cancels its open question, so Needs you does not ask you about work that is closed.
Who can do what
A person who is limited to some teammates sees only the tasks of those teammates. Under Steps, they see only the steps of those teammates. They cannot add a step to a task of another teammate, or move one of its steps. See Invite people to your squad.
What teammates can do with tasks
Teammates create tasks, comment on them, update their status, assign them to teammates, mark them as ongoing, complete them, archive them, restore them, and move them to Trash. They can break a task into steps, move a step to another task, and make a step its own task. A teammate makes a task with steps only when the work has two or more parts. Teammates cannot assign a task to you, and they cannot move a task to Needs you themselves. When a teammate needs you, it asks you a question, and the task moves to Needs you. Tasks that teammates assigned to you earlier show on Today, under Needs you, as Your teammates gave you a task: and the title, with Open it. For the full list, see What your teammates can do.Ask your chief of staff
On Squad for Mac
Tasks in Squad for Mac has the same four columns and works as on this page, with these differences. For the numbers, see Limits and defaults.Open the board on the Mac
- Select See all tasks on Today, when the Today so far or Yesterday section shows.
- Choose Tasks in the Go menu, or in the command palette (⌘K).
- Select See all tasks in the Tasks part of a teammate’s About, when the teammate has open tasks. On the Mac, the board opens filtered to that teammate.
Read the board on the Mac
- Each column shows more cards before Show all. At the end of Done, Load older finished tasks loads more. In a narrow window, the columns stack, with Needs you first.
- A card can also show Blocked, In review, and up to a few tags. A card in Working on it that is not ongoing and has had no update for more than 2 days shows No progress for and the number of days.
- Filter has Teammate (Everyone, or one teammate), Priority (Any priority, Urgent, High, Normal, or Low), Only blocked tasks, and Hide ongoing tasks. Clear resets the search and the filters, except Hide ongoing tasks.
- Right-click a card for Open task, Pin to Sidebar, Chat about it with and a teammate’s name, Archive, and Delete. Archive and Delete show a message with Undo, for example Task and its 4 steps archived for a task with steps.
- From version 1.0.96, a task with steps is one card, with “2 of 4 steps done” and, with an orange dot, “1 step waits on you”. A Viewer’s board counts no step as waiting on them. The search, the filters, and Only blocked tasks find a task through its steps too. Older versions show each step as a card of its own.
- In Archived and Trash, Show older tasks loads more rows.
- The board has no drag and drop. A task moves when its status changes.
Create a task on the Mac
1
Open the new task sheet
On the board, select New task, or press ⌘⇧N. You can also choose New task in the command palette.
2
Describe the task
Type a Title. Add a Description with context, links, or what done looks like.
3
Set the priority and the teammate
Pick a Priority: Urgent, High, Normal, or Low. Under Assign to, pick a teammate, or keep Backlog to leave the task unassigned.
4
Create it
Select Create task, or press ⌘Return. The task’s page opens.
A task’s page on the Mac
- When the teammate paused without a question, This task needs you has Give the go-ahead and Message and the teammate’s name.
- Notes takes the place of Activity. Type a note and send it. A note wakes the teammate who has the task, as on the web. Mention another teammate with @ to wake it too. The @ list has no people: to mention a person, type @ and their name. You can also drag a file onto the box to attach it.
- Notes shows the newest notes. Show earlier notes at the end shows older ones, a page at a time. While they load, it says “Loading the earlier notes.” If they cannot load, it says “The earlier notes didn’t load.” and why. The line about who has not seen a note is the same as on the web. See Limits and defaults.
- Docs and Files list what the task made.
- The buttons depend on who has the task. Nobody: Give it to a teammate. A teammate: Message and the teammate’s name, Ask and the teammate’s name for an update, and Give to another teammate. A person: Mark as done and Give to another teammate. Message is not shown while the task is in Needs you, and Ask and the teammate’s name for an update is not shown in Done. When a teammate gave the task to a person, Ask and the teammate’s name to turn this into questions opens a chat with a message ready to send.
- The ⋯ menu has Pin to Sidebar, Watch This Task (owner only), Rename…, Mark as Ongoing (or Unmark as Ongoing), Archive, and Delete…. It also shows how many tokens the task used. Delete… asks you to confirm with Move to Trash. For a task with steps, it asks, for example, “Move this task and its 4 steps to the Trash?” and says “Its steps go with it, and come back with it when you restore it from the Trash, at the end of the Done column.”
- Steps (version 1.0.96 and later). On a task with no steps, the ⋯ menu has Add a Step…. On a task with steps, Steps lists them, with Add step under the list. The sheet is titled New step and says “A step of” and the task’s title, then “It gets its own teammate, notes and questions.” Type the step in What’s this step? and select Add step. A step’s state reads as on the web, and also Set for later. A Viewer sees “Waiting on an answer” instead of Waiting on you. When the list cannot refresh, it says “The steps didn’t refresh, so these may be out of date.” and why.
- On a step, the ⋯ menu has Move to Another Task… and Make It Its Own Task, only while the step’s task is shared with you. A refusal shows as “That didn’t change.” and the reason.
- A Viewer sees none of these buttons, and only Pin to Sidebar in the ⋯ menu.
Common questions
What happens if I delete a task that a teammate is working on?
What happens if I delete a task that a teammate is working on?
The task moves to Trash, and an open question on it is canceled. Restore the task to put it back on the board.
Why does a task sit in Needs you with no question?
Why does a task sit in Needs you with no question?
The teammate paused the task without saying what it needs. It shows under Waiting on you, nothing asked yet in Needs you. Select Ask what it needs there. See Handle tasks that wait with nothing asked.
Can someone with the public link change my tasks?
Can someone with the public link change my tasks?
No. The public dashboard is read-only. It hides the menus, the comment composer, Your call, and Watch. See Share a read-only dashboard.
Where did the feed next to the board go?
Where did the feed next to the board go?
The board no longer has a feed. Open Activity to see what your squad did. See See what your squad did.
Check that it works
- A task that a teammate starts moves to Working on it.
- After you ask for an update, a comment from the owner shows in Activity when it arrives, without a reload.
- An archived task shows in Archived, and Restore puts it back on the board.
Troubleshooting
- A task shows Stuck. Cause: the teammate that has it has not updated it for more than 2 days. Fix: ask for an update, give the task to another teammate, or mark it as ongoing if it is recurring work.
- The teammate did not react to your comment. Cause: the teammate does not have the task, so it reads the note on its next run. Or the teammate is paused. Fix: @mention the teammate, or ask for an update.
- A task sits in Not started. Cause: it has no owner, or the owner has not started it yet. Fix: for a task with no owner, open it and select Assign to a teammate. Otherwise, ask the owner for an update.
- Search does not find a task. Cause: the search checks titles only. Fix: search for a word in the title, or filter by teammate.
- A task seems to be missing. Cause: Hide ongoing is on, or the task is archived or in Trash. Fix: turn off Hide ongoing, or open Archived or Trash.
- A task that a teammate made is not on the board as a card. Cause: it is a step of another task, so it shows under Steps on that task’s page. Fix: search for its title. The board shows the task that it belongs to. To put it on the board as its own card, open it and select Make it its own task.
- A task with steps stays open after the last step is done. Cause: a task with steps never closes on its own. Fix: Squad already told its teammate. If the teammate does not close it, ask for an update. See Ask for an update.