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Tasks are the unit of work in Orbis. A task is something that needs to happen — a reply to send, a contact to research, a deal to advance. Tasks are created by you and your team, and by you from the Signals your scouts surface.

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Creating a task

  • The Tasks view — click New Task
  • A Signal — click Create task on a Signal; the task is linked back to it and the Signal moves to In progress
A task has:
  • Task — a short description of what needs to be done
  • Contacts and Companies — the people and companies it concerns
  • Due — the date and time it is due
  • Status — see below
  • Board — which board it sits on (see Boards)
  • Assignees — the team members responsible
  • Visibility — Private (only you) or Organization (visible to your team)
  • Notes — additional context

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Task statuses

Update a status by dragging the task between kanban columns, or from the Status picker on the task.

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The Tasks view

Switch between views with the toolbar:
The default. Every task as a row — task, status, due date, linked contacts and more. Filter, sort and search here, and select rows for bulk actions.

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Task actions

  • On a task: Edit, Duplicate (copies the task and resets its status to Inbox), Delete
  • On a selection: Update status, Copy, Export, Delete
  • To move a task to another board, change Board in its edit drawer

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Tasks from Signals

A task created from a Signal keeps the link: the Signal shows View task, and the task carries where it came from. While the task is open the Signal sits in In progress; when you complete the task the Signal returns to New for you to mark done or dismiss.

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Working with your team

Assign tasks to teammates from the Assignees field; you are notified when a task is assigned to you. Team members can comment on tasks — see Team Collaboration.