Creating tasks

Tasks are the unit of work in Every. This page covers creating them, working in private with drafts, and the extras you can hang off a task: checklists, attachments, and estimates.

Creating a task

Press New Task in the top bar. It works from anywhere, and it's context-aware: create a task while viewing a client, project, or department and those fields arrive pre-filled. (Tasks can also be created by filling out a brief, a reusable form that assembles the task for you.)

To publish a task you need a title and a client. Everything else is optional at creation time:

• Project, or leave the task standalone under the client
• Status (defaults to your workspace's default status) and priority
• Due date and assignees, with an "Assign to me" shortcut
• Owners, the people tracking the work — you start as the first owner (see Owners)
• Departments, which determine whose board the task appears on
• Labels for cross-cutting organisation
• A job number, if your agency has job numbers enabled

The description field is a full markdown editor: formatting toolbar, @-mentions, and paste-an-image uploads all work the same as in comments.

When you save, the task gets a reference built from the client or project's task prefix, like GO-6. That reference is permanent and searchable, and teammates and AI assistants can use it to find the task anywhere.

Turn on Create another before saving if you're entering several tasks in a row: the form re-opens instead of navigating away.

Drafts

Save as Draft creates the task without publishing it. Drafts are private to you: teammates can't see them, no notifications are sent, and they get a temporary DRAFT-1 style reference instead of a client prefix.

Use drafts to sketch work before it's ready: a draft only needs a title, so you can capture an idea and fill in the client, project, and details later. A few things are deliberately unavailable while a task is a draft:

• No comments
• No time tracking
• No activity history

Your drafts live under Tasks → Drafts in the sidebar (with an amber badge). Open one and press Publish when it's ready: the draft becomes a normal task, picks up its real reference from the client or project prefix, and the old draft link keeps working.

Checklists

Press Add Checklist on a task to break work into steps. Each checklist has an editable name, a progress bar, and items you can tick off, reorder by dragging, and edit inline. Paste several lines into the add-item box and each line becomes its own item, so a list from a meeting note drops straight in. Completed items can be hidden per checklist (Hide completed items), and a task can carry as many checklists as you need.

Attachments

Tasks accept two kinds of attachments:

• Files: drag and drop them onto the task, or use Add Attachments → File. Documents, spreadsheets, archives, and images are supported, up to 50 MB each. Images, PDFs, and text files (including code like .js and .php) get an in-app Preview, with arrows to step through the task's files, and any file can be downloaded individually, all at once via Download all, or shared via Copy Share Link.
• Links: Add Attachments → Link attaches a URL with an optional title. Links to known tools like Figma, Google Drive, Docs, Sheets, Slides, and Forms show their proper icons; everything else gets the site's favicon.

For images there's also Copy Image Reference, which puts a markdown snippet on your clipboard ready to paste into a description or comment.

Deleting an attachment cleans up after itself: any references to it pasted into the task description or comments are replaced with (attachment removed), so nothing is left rendering a broken image or dead link. Comments tidied this way aren't marked as edited.

Owners

Every task has owners: the people tracking the work rather than doing it. Owners update the brief, field questions back to the client, approve estimates, and receive updates like submitted estimates. You're seeded as the first owner of every task you create, and ownership is fully editable from there. An account director can add an executive to monitor a task, and you can remove yourself entirely to hand a task off — it then leaves your Owned By Me view and stops sending you updates. People added as owners are notified.

Owners are distinct from assignees (who do the work), and a person can be both.

Estimates

Every task has an estimate section with four modes at creation:

• Set later: skip it for now.
• Specify hours: enter the estimate yourself ("2h", "30m", "1h30m").
• Request from assignee: the assignee must estimate the task before starting it.
• Break into subtasks: split the work into subtasks, each with its own estimate; the task becomes a parent whose estimate is the sum.

Requested estimates create a small approval loop: the assignee submits an estimate (with an optional note), and any of the task's owners approves or rejects it. While approval is pending, the task can't move into In Progress or beyond. Both sides see these tasks surface in their Needs My Input view, so nothing stalls silently.