# Tasks

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

Category: Operations

Source: https://doc.checkgrow.com/docs/tasks

## Overview

Tasks is the single execution board where everything on the platform becomes work: approved [AI Agent](https://doc.checkgrow.com/docs/ai-agents) deliveries, [AI Assistant](https://doc.checkgrow.com/docs/ai-assistant) answers, your company's **Next steps**, objective initiatives, [Website](https://doc.checkgrow.com/docs/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](https://doc.checkgrow.com/images/docs/tasks-kanban.jpg)

## 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](https://doc.checkgrow.com/docs/ai-assistant) chat, in Grow's **Dashboard** tab, above the Tasks database and, for campaigns, on the [Campaigns](https://doc.checkgrow.com/docs/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.

1.  **See every step**In 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.
2.  **Act on a step**Hover 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.
3.  **Bring a step back**On **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](https://doc.checkgrow.com/docs/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](https://doc.checkgrow.com/docs/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](https://doc.checkgrow.com/docs/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](https://doc.checkgrow.com/docs/campaigns).

![Tasks database with the Next steps strip above it; each step has Ask Grow and Open](https://doc.checkgrow.com/images/docs/tasks-next-steps.jpg)

## How to use it

1.  **Create a task with AI**Click **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**.
2.  **Move work to Finished**Switch 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.
3.  **Filter and save views**Use "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").
4.  **Handle tasks in bulk**Select 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](https://doc.checkgrow.com/images/docs/tasks-create-dialog.jpg)

## 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.

## Related features

[Grow — next steps under a new chat and in the Dashboard tab](https://doc.checkgrow.com/docs/ai-assistant)

[AI Agents — approved deliveries become tasks](https://doc.checkgrow.com/docs/ai-agents)

[AI Assistant — generate tasks from any answer](https://doc.checkgrow.com/docs/ai-assistant)

[Campaigns — each campaign has its own embedded task board](https://doc.checkgrow.com/docs/campaigns)

[Website — audit ideas arrive as tasks](https://doc.checkgrow.com/docs/website)