Tasks & Surveys¶
The Tasks page centralizes all pending work items in one place. It has two tabs: My Todos and My Surveys.
My Todos¶
Todos are tasks assigned to you or created by you. They can be linked to specific cards or standalone.
Filtering¶
Use the status tabs to filter:
- Open — Tasks still pending or in progress
- Upcoming — Scheduled future occurrences of recurring todos that aren't due yet
- Done — Completed tasks
- All — Everything
Managing Todos¶
- Quick toggle — Click the checkbox to mark a todo as done (or reopen it)
- Card link — If a todo is linked to a card, click the card name to navigate to its detail page
- System todos — Some todos are auto-generated by the system (e.g., "Respond to survey for Card X"). These include a direct link to the relevant action
Creating Todos¶
You can create todos from two places:
- From this page — Click + New Todo, enter a title, optionally set an assignee, due date, and link to a card
- From a card's Todos tab — Create a todo that is automatically linked to that card
Each todo tracks:
| Field | Description |
|---|---|
| Title | What needs to be done |
| Status | Open or Done |
| Assignee | The user responsible |
| Due date | Optional deadline |
| Card | The linked card (optional) |
Recurring todos¶
When creating a todo from a card's Todos tab, switch on Repeats to turn it into a recurring todo — perfect for regular activities like "have this card reviewed every 6 months". Choose how often it repeats (every N days, weeks, months, or years).
- Automatic roll-forward — When you mark a recurring todo done, the next occurrence is created automatically with its due date shifted by the cadence (calendar-correct, so a month-end review stays at month-end).
- Lead time — A far-future occurrence stays Scheduled (hidden from your open list, with no notification) until its lead-time window opens, then it becomes a normal open todo and notifies the assignee. The lead time defaults sensibly per cadence and can be adjusted.
- Activate early — Click the upcoming-event icon on a scheduled todo to activate it immediately if you want to do the review ahead of schedule.
My Surveys¶
The Surveys tab shows all data-maintenance surveys that need your response. Surveys are created by administrators to collect information from stakeholders about specific cards (see Surveys Administration).
Each pending survey shows:
- The survey name and target card
- A Respond button that navigates to the response form
The survey response form presents questions configured by the admin. Your answers may automatically update card attributes, depending on how the survey was configured.