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Step 6 of 7

Tasks & Milestones

Track work items and key project milestones with clear ownership and status. The Today's Work view keeps your team focused on what matters right now.

Video coming soon

What this video covers

  • Create a task — title, assignee, due date, and initial status
  • Move tasks through statuses: To Do → In Progress → Review → Completed
  • Use Today's Work — a focused view of what's due or active right now
  • Create milestones with categories: Selection, Construction, Payment, Approval, or Delivery
  • See how tasks and milestones give your AI agent richer project context

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