Tasks

Create and manage tasks

Create and manage tasks in Missive

In Missive, tasks help you organize and track work that needs to be done. A task is an actionable item that can be assigned to one or multiple team members, with attributes like due dates, descriptions, and status tracking. Tasks can be created:

• As a standalone item for general to-do's
• By converting entire conversations (e.g. email threads) into a task
• As subtasks within conversations (e.g. email threads)

This flexibility allows you to manage work efficiently whether it's related to specific communications or independent projects.

Tasks view

The Tasks views in your sidebar are the three main ways to view your tasks:

• My tasks: All your tasks across any teams or organizations
• Organization tasks: All tasks in your organization
• Team tasks: Tasks assigned to a specific team

Organizing and filtering tasks

The Tasks view offers various ways to organize your work:

• Filter tasks by assignees, team, status, or other criteria
• Pin custom filtered views to your sidebar
• Sort and group tasks according to your preferences
• Click on conversation pills to quickly access related conversations

Subtasks

Subtasks are tasks created within a conversation. For larger projects, you can create a conversation and attach multiple subtasks to it. This allows you to assign the conversation to a project owner while distributing subtasks to different team members.

Those subtasks are also visible in the conversation they are attached and the related Tasks views.

For example, when a new sales inquiry comes in, you can assign the conversation to a sales representative and create subtasks to track the entire sales process:

• Initial contact and qualification (Sales team)
• Product demo scheduling (Sales team)
• Technical requirements review (Engineering team)
• Contract preparation (Legal team)
• Account setup (Customer Success team)

This allows you to track the lead's progress through your sales pipeline while coordinating work across multiple teams.

Creating tasks

There are several ways to create tasks in Missive:

• Press Command + T from anywhere in Missive
• Click the + button at the top of the left sidebar and select New task
• Turn a conversation into a task by assigning the conversation to one or multiple users
• In a conversation, you can create subtasks via:
  • The checkbox button in the command/chat bar at the bottom
  • The Task icon in the command/chat bar
  • The + button in the Tasks sidebar
  • The Command + T shortcut

When creating tasks within conversations, you can also type [ ] or - [ ] at the beginning of your comment to create a task through text.

Task attributes

Each task can have the following attributes:

• Status:
• To-Do: The task is not started yet
• In Progress: The task is currently being worked on
• Closed: The task is completed
• Team: The team the task is assigned to
• Assignees: The users responsible for the task
• Due date: The date the task is due
• Description: Additional context for the task

To edit the conversation task attributes, open the task view, from the right sidebar:

To edit a subtask's attributes, click directly on the attribute you want to modify. If not all attributes are visible, you may need to expand the task first by clicking on it. You can edit the status, assignees, due date and other attributes directly from the Tasks views.

Calendar

Missive has a built-in calendar that allows you to manage your schedule, team events, and to visualize your tasks with due dates.