Tasks

The single execution board where AI output, your company's next steps, and manual work all become trackable tasks.

Overview

Tasks is the single execution board where everything on the platform becomes work: approved AI Agent deliveries, AI Assistant answers, your company's Next steps, objective initiatives, Website audit ideas, and tasks you create yourself.

Each task carries a full briefing — a What to Do checklist, How to Do It, Why It's Important, Expected Outcomes, Resources Needed, and estimated time — plus attachments, comments with @mentions, assignees, a due date, a campaign or project link, and its own AI chat.

One board for all your work
Whether a task came from an AI agent, a next step, or a teammate, it lands on the same board with the same briefing structure — so nothing generated ever gets lost between features.

Image #1 — Tasks board in Kanban view with PENDING, PROGRESS and COMPLETED columns

Who needs it

Tasks is where plans turn into execution:

Team leads — assign work, set due dates, and track it across the Kanban board.
Marketers — execute approved agent deliveries and campaign work from one queue.
New companies — follow the setup steps in Next steps, such as inviting the team or connecting ad accounts; each one closes by itself when it is done.
Reviewers — filter to AI-created tasks and check them before the team picks them up.

Choose how tasks open
In the settings popover "Tasks settings", set "Open tasks in" to Side peek, Center peek, or Full page.

Next steps

Next steps is one short, ranked list of what your company should do next, built from your campaigns, tasks, goals, team, connections and knowledge. The same steps appear under the composer of a new Grow chat, in Grow's Dashboard tab, above the Tasks database and, for campaigns, on the Campaigns Overview.

Fewer, better — at most four steps are open at a time, one per subject; the rest wait behind them.
They close themselves — when the work is done, the step moves to Done. Nobody ticks boxes.
Not now — open a step's menu and choose Snooze for a week, or Not relevant to hide it unless its evidence doubles.

See every stepIn Tasks, click Next steps beside Database and Kanban, or See all on the strip. The tabs Open, Waiting, Done and Not now show the ranked list, what is queued, every closed step with how it closed, and what you set aside.
Act on a stepHover a step to read it in full. Click Ask Grow to plan it with Grow, Open to go to the exact page, or Generate task to turn it into a task.
Bring a step backOn Not now, click Bring back to return a snoozed or hidden step to the list.

Campaign steps can be applied
On Campaigns › Overview, Campaign next steps names the ad platform each step's numbers came from. When Checkgrow can make the change, such as pausing losing ads or moving budget between ad sets, the button applies it after a check of the current state, logs it in the campaign's Changes and offers Undo.

Where tasks come from

Tasks flow in from across the platform. These are all the sources:

AI Agent approvals

In AI Agents, approving deliveries — a bulk Approve in the table view or a per-option Action → Generate Task — sends them to the board as executable tasks.

AI Assistant answers

Under any AI Assistant answer, open the Action dropdown and choose Generate Task to turn the answer into a task with a full briefing.

Next steps

The Next steps strip above the database shows what your company should do next, from its own data. Each step offers Ask Grow, and either Open (the exact page) or Generate task, which opens a new task with the evidence already written in, ready for an owner and a due date. The step closes as soon as the task is created.

Website audit ideas

Improvement ideas from the Website audit become tasks, worked in an embedded board scoped to the audit.

Objective initiatives

Initiatives attached to your objectives appear on the board under the "Initiative" category.

Manual creation

Click Add Task to create a task or project yourself — with AI-generated or manual briefing (see below). Campaign work also lives in an embedded task board inside each Campaign.

Tasks database with the Next steps strip above it; each step has Ask Grow and Open

How to use it

Create a task with AIClick Add Task to open the task composer. On the AI tab, describe what you want to accomplish and click Generate for a detailed briefing. Manual is the default: write a title and description in the document-style composer. The formatting toolbar, @mentions and file uploads remain available. Use the compact controls below to set type, category, due date, assignees, campaign or project, or choose a saved task from Templates.
Move work to FinishedSwitch between the Database table and Kanban. In Kanban, drag cards between Pending, In Progress, Paused, Blocked and Finished, tick off the What to Do checklist inside each task, and comment with @mentions.
Filter and save viewsUse "Search tasks...", the Status filter (All Tasks, Pending, In Progress, Paused, Blocked, Finished), Created by (Anyone, Created by me, AI (agents & assistant), or a member), assignee filters, category, and a date range. Click Save view to keep the current filters, dates, and layout as a named pill (e.g. "My review queue").
Handle tasks in bulkSelect tasks to show the bulk toolbar. Assign teammates, change category or due date, link tasks to a project, mark tasks finished, or delete the selected tasks. Clear the selection when finished.

Image #3 — Create New Task dialog with the AI and Manual tabs, Type, Category, Due and Assign options

Inside a task

Open any task to see its full briefing and tools. Move between tasks with the previous and next task arrows.

Ask Grow and Edit with Grow

Toggle Ask Grow for a conversation about this task. Click Edit and use Edit with Grow — "Describe how you'd like to change this task" — to rewrite the briefing.

Comments and collaboration

Comments appear below the briefing and attachments. Use the formatting toolbar for bold, italic, headings, numbered lists, bullets and to-do lists. Press Enter to post. Shift+Enter creates the next paragraph or list item; a new to-do is unchecked, and Shift+Enter on an empty item exits the list. Select existing lines and choose To-do list to give each line its own checkbox. Blank paragraphs and each line's formatting remain intact after posting. Use @ to mention teammates, expand the input for longer comments, and paste images or drop files into the input. Posted comment checklists display their saved state; they do not change the task's main checklist.

Share and push outward

Use Copy, PDF export, or Share link. Promote a task with Make Project, or open Actions → Send to n8n / Send to Notion to push it into your integrations.

Edit text and add files

Open Edit to update the task. Press Enter to save and close, or Shift+Enter for the next paragraph or list item. A new line starts without inheriting bold or italic from the previous line. Use Tab to indent list items and Shift+Tab to move them back. The toolbar includes Undo and Redo. Blank paragraphs, mixed text styles, links, images, tables and checklists are preserved when saving and reopening. Paste images or drag files into the description. Uploaded images remain visible with the task attachments. If saving fails, the editor keeps your draft so you can retry.

Move around a project

The sidebar lists the main project first, followed by its tasks. Select the project to return to its briefing. In Add tasks, choose New task to create a task with the project already selected.

Grow — next steps under a new chat and in the Dashboard tab

AI Agents — approved deliveries become tasks

AI Assistant — generate tasks from any answer

Campaigns — each campaign has its own embedded task board

Website — audit ideas arrive as tasks