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.

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
• 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. 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 and PDFs get an in-app Preview, and any file can be downloaded or shared via Copy Share Link.
• Links: Add Attachments → Link attaches a URL with an optional title, handy for designs in Figma, briefs in Google Docs, and the like.

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

Estimates

Every task has an estimate section with three 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.

Requested estimates create a small approval loop: the assignee submits an estimate (with an optional note), and the task's creator 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.