Tasks

What it is

Tasks are the concrete actions that move work forward. A task can optionally belong to a project (and thus to that project's container), but tasks can also exist on their own — for example, standalone to-dos or items captured before you decide where they belong. Tasks have a bucket (status), and can be assigned to routine blocks on the week so your plan is schedulable and intentional.

When to use it

• You need to capture and track discrete actions (e.g. "Write spec", "Book flight").
• You want to plan the week by assigning tasks into time blocks (calendar) or sort unscheduled tasks (inbox).
• You want to see progress in a list or columns view, grouped by status, project, or container.

How it works

Tasks can live inside projects or exist independently. They can be unscheduled (backlog), scheduled into a routine block for a given day/week, or marked done. The Tasks index supports list and columns views, grouping, and filters. The calendar lets you pull tasks into the week and assign them to blocks; My Inbox helps you triage unscheduled tasks. Task detail pages show notes and a property sidebar (bucket, project, routine block, etc.).

How to use it

1. Create a task from the Tasks index, a project detail page, or the calendar (e.g. from backlog).
2. Optionally set a project (and thus container), choose a bucket, and fill in any other fields.
3. To plan the week: open the calendar, choose a routine block and day, and move tasks from the left (upcoming) or right (backlog) into the block.
4. Use My Inbox to triage unscheduled tasks: mark this week, move to next week, or cancel.
5. Use list or columns on My Tasks to review and bulk-edit status or project.

Key concepts / fields

• Project — The parent project (optional); determines the container indirectly when set. Tasks without a project appear in "No project" groups.
• Bucket — The task's workflow stage. The full set of buckets is: Backlog, Next Week, New, Shaping, Todo, In Progress, In Review, Done, Cancelled. Buckets drive My Tasks columns, calendar sidebars, and filters.
  • Backlog — captured but not yet in scope for the week.
  • Next Week — in scope for the next week; not yet fully defined.
  • New — newly captured; to be triaged or shaped.
  • Shaping — being defined or scoped; not ready to start.
  • Todo — ready to work on this week.
  • In Progress — actively being worked on.
  • In Review — work is done but awaiting review or sign-off.
  • Done — completed.
  • Cancelled — dropped or no longer relevant.
• Dates — Due date, scheduled date, or both; used in calendar and list views.
• Routine block — When scheduled, the block (and optionally day) the task is assigned to for the week.
• Assignee — For organisation tasks, a single member can be assigned for ownership.
• Agent assignment — A task can be linked to a connected agent integration. MONOid stores provider/run state on the task so execution can be tracked.
• Agent run mode — For assigned tasks, run mode can be set to Run now (immediate) or Run on routine block (routine_trigger).

Common workflows

• Capture and plan: Add tasks to a project as they come up; each week pull from backlog into the calendar and assign to routine blocks.
• Inbox triage: Open My Inbox, quickly process untriaged tasks to this week, next week, or cancel.
• My Tasks flow: Use My Tasks columns to move tasks through bucket stages across projects; group by project or container if you need context.
• Review and close: After a review, mark tasks done, archive or delete completed ones, and move stray tasks to the right project.
• Agent-assisted execution: Assign an agent to the task, choose run mode (Run now vs Run on routine block), then review run status/PR links directly from task surfaces.

Tips + gotchas

• Keep tasks actionable (one clear action); split large items into multiple tasks.
• Use My Inbox regularly so unscheduled tasks don't pile up and the backlog stays meaningful.
• When moving a task to another project, check that the routine block still makes sense (allowed projects on the block).
• Tasks without a project are still fully functional — you can schedule them, assign them to blocks, and move them through buckets. Assign a project when the task belongs to a clear effort.
• Agent assignment and agent deeplinks are different workflows: deeplinks open local tools, while agent assignment tracks runner state on the task.

Related pages

• Organisation — How the organisation layer works
• Containers — Containers hold projects
• Projects — Tasks can live inside projects
• AI and Agents — Deeplinks, assignment, and run modes
• Concepts — Calendar, My Inbox, My Tasks, and routine blocks
• Conventions — Index pages, detail pages, and property sidebar