Tasks and the board

Tasks hold work that should outlive a single email reply. They have their own title, description, workflow status, priority, due date, assignees, labels, comments, followers, attachments, and activity history.

Path: Board

Create a task

1. Open Board and select Create task, or create a related task from a conversation.
2. Enter a clear title.
3. Optionally set the status, high or urgent priority, due date, assignees, and related conversation.
4. Create the task.

When a task starts from a conversation, Repliqo keeps a reference to the thread instead of copying or mutating the email.

Work from the board

• Drag a task between workflow-status columns to change its status.
• Open a task to edit its description and properties.
• Add multiple assignees, shared task labels, comments, followers, attachments, and conversation references.
• Open a referenced conversation alongside the task when you need email context.
• Archive completed or obsolete tasks without deleting their history.

Filter the board

Use task search plus assignee, label, priority, due-soon, overdue, and archived filters to narrow the board. Filters affect the current view; they do not change the tasks.

Connect tasks and conversations

Add a conversation reference from the task description or task details. Only conversations you can access appear in the picker. If your access to a referenced inbox is removed, the reference no longer exposes that email content.

Tasks do not automatically change the status, labels, or assignees of a referenced conversation. Use automations when a deliberate cross-workflow action is needed.

Success looks like

• Every task has a concrete outcome and a useful workflow status.
• Time-sensitive tasks have a due date and owner.
• Email context is linked rather than duplicated into the description.
• Archived tasks leave the active board while retaining their history.

Common problems

• A conversation is missing from the picker: you do not have access to its inbox, or it does not match the current search.
• A task does not appear: clear board filters and check Archived.
• A label is unavailable: an owner or admin must create it under Settings → Rules → Task labels.

Next steps

• Collaborate with your team.
• Automate task and conversation events.