Tasks

Documentation Index

Fetch the complete documentation index at: https://docs.meetorbis.com/llms.txt

Use this file to discover all available pages before exploring further.

Tasks are the core unit of work in Orbis. A task represents something that needs to happen — a follow-up to send, a contact to research, a deal to advance. Tasks can live on their own or be placed on a board where AI agents pick them up and execute them.

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Creating a task

You can create a task from several places:

• The Tasks view — click New Task from the main Tasks page
• A board — click New Task in the board header or the + button at the bottom of any column
• A contact or company profile — click Add Task from the Tasks tab

When creating a task, you can set:

• Title — a short description of what needs to be done
• Description — additional context or instructions
• Priority — Low, Medium, High, or Urgent
• Due date — an optional deadline
• Contact — link the task to a contact from your network
• Company — link the task to a company
• Board — assign the task to a board so agents can work on it
• Tags — colored labels for filtering and grouping
• Assignees — team members responsible (or leave it for an agent)
• Visibility — private (only you) or organization (visible to your team)

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Task statuses

Tasks move through five stages: Update status by dragging the task between columns on a board, or using the status dropdown in the task detail panel.

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Task priorities

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Assigning tasks to a board

When you assign a task to a board, it becomes part of that board’s workflow. If the board has AI agents assigned to it, those agents can automatically pick up the task, execute it, and move it through the stages. This is where tasks become powerful — instead of manually working through a list of follow-ups or research items, you create the tasks, assign them to a board, and let an agent handle the execution. See Boards for how to set up boards and assign agents to them.

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The Tasks view

The main Tasks view shows all tasks across your workspace. Switch between views using the toolbar:

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Viewing tasks on profiles

Tasks linked to a contact or company appear on that record’s profile under the Tasks tab. This gives you a complete view of all pending and completed actions for any relationship.

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Task dependencies

Tasks can depend on other tasks. When a task has dependencies:

• A “Blocked by N tasks” warning appears on the task card
• The dependent task should not be started until its dependencies are complete

Add or remove dependencies from the task detail panel by searching across all tasks on the board.

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Agent-created tasks

AI agents can create tasks automatically when working through a board. Agent-created tasks are flagged with an auto-created indicator and include an auto-reason explaining why the agent created the task.

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Task actions

From the task card or detail panel:

• Duplicate — copies all task data and resets status to Inbox
• Move to board — transfer the task to a different board
• Bulk actions — select multiple tasks for bulk status update or bulk delete

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Activity log

Each task maintains an activity event log showing status changes, assignments, comments, and other updates. View the last 20 events from the task detail panel.

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Comments on tasks

Both users and agents can add comments to tasks. Comments appear in a thread on the task detail panel. See Team Collaboration for details on the commenting system.

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Reminders

Orbis sends a notification when a task’s due date arrives. Configure notification preferences in Settings to receive task reminders.