Tasks

Tasks

Tasks are how your team tracks who is doing what and by when. Each task has an identifier (such as HAR-24), a status, a priority, assignees, a due date and a conversation. A task can also go to an agent.

The Tasks page grouped into Overdue, Due this week and Later, with a task open on the right

Where tasks come from

Source How
Manual Someone creates it with New task.
Chat Harmony Agent creates it when you ask.
Sync After a Sync, Harmony can suggest its action items as tasks for the room.
Loop A Loop's instructions create it.
Import Brought in from another tool with Import.
API Created by an integration through Harmony's API.

A task's Source property shows where it came from.

Where tasks live

  • The Tasks page holds the workspace's tasks. Private tasks show only to the people on them.
  • A room or a workstream can have its own tasks, visible to everyone in it.
  • Tasks are organised into Pages; tasks on no page are in General.

In this section