Create a useful Task
Choose New task on the Tasks page to open the creation form. On a company, person, Deal, or meeting page, use Add a task… for quick entry. The Task keeps the links from that record. Choose More details to continue with the same draft in the full form. Required custom fields appear before you can create the Task. Use a short action title that states what must happen. Put supporting detail in the description. Priority is optional. Every row has a priority control. Choose High, Medium, or Low, or leave No priority.Work the list
Mine shows Tasks assigned to you. Choose All owners for the workspace or Unassigned for Tasks that need an owner. Switch between Open and Completed. Completed Tasks initially show the last 30 days. Use Show older for the rest, then Show recent only to return. Open Tasks are grouped into Overdue, Today, Upcoming, and No due date. On the Tasks page, later dates sit in Upcoming with the next 7 days. Search titles and descriptions, or use View to filter by due date, priority, and tags. Due filters are Any time, Overdue, Today, Next 7 days, and No due date. Priority filters are Any, High, Medium, Low, and Not set. Applied filters remain visible above the list. Search and filters cover all matching Tasks, with page controls for longer lists. Select a row’s due date to choose Today, Tomorrow, Next week, Pick a date, or Clear date. Turn All day off to set a time. Save commits a picked date. Cancel leaves the original date. Dragging changes the order within a group. Dragging a Task into another group reschedules it to that group’s date. You cannot drop a Task into Overdue. Use the checkbox to complete a Task.Open and update a Task
Select a Task title to open Task details. Update the title, description, due date, owners, priority, and links there. Click the title, description, or a linked record to edit it directly. Tags, custom fields, the creator, and task dates stay visible under Details. The same panel is used on the main list and related records, and fills the screen on a phone. Text and link edits have explicit Save and Cancel actions. A failed save keeps your draft. Closing the panel or moving to another Task asks Discard changes? if an edit is unfinished. Use Previous task and Next task to move through the current list. Copy task link copies an address that opens the Task. Completing a Task offers Undo. A completed Task keeps Create follow-up in its panel. The new Task carries over its links, owners, and tags. A creation confirmation offers Open task, including when your current filters hide the new Task. On the phone, Work opens Tasks in the web app. There is no separate native task editor yet.Break work into subtasks
Open a Task and use Add subtask in its Subtasks section. Each subtask is a full Task with its own owners, deadline, priority, description, and completion status. New subtasks start with the parent’s company, person, and Deal links; changing either Task later does not change the other. The parent shows all its subtasks and their completion progress. Drag a subtask by its handle to change the order; completed subtasks can be moved too. New subtasks are added at the end. Open a subtask to use the normal task editor, then follow the parent link to return. Subtasks cannot have their own subtasks. In the Tasks overview, parents show a subtask icon with progress in its tooltip. Subtask rows are hidden by default, unless their parent is not in the current list. For example, Mine shows a subtask assigned to you when someone else owns the parent. Turn on Show subtasks in the toolbar to include them. Visible subtasks show a parent-link icon with the parent name in its tooltip and follow the same owner, status, search, and date filters as other Tasks. The parent does not need to match those filters. Shared overview links preserve this setting, and direct subtask links work even when subtasks are hidden. Completing a parent leaves its subtasks unchanged. Floral warns you if any are still open. Use Make standalone in a subtask’s menu to remove its parent link. Before deleting a parent, delete its subtasks or make them standalone. If a deleted subtask still belongs to a deleted parent, restore the parent first.Tasks and meetings
Every Task has a link. Home, search results, activity entries, and Assistant answers open the Task directly. On a summary, save a listed next step as a Task. Floral carries over the deadline, the priority, the linked Deal, the participant named as responsible, and the meeting owner as assignee. Tasks created this way show From meeting with the source meeting title, and Open meeting summary in the panel. They appear on both the summary and the meeting page next to the company’s other open Tasks. Briefings list the open commitments Floral still owes the company so the meeting can close them. Do not create a second Task merely because the first one is hard to find. Search open and completed Tasks first, then update or reopen the existing Task when it represents the same work.A meeting summary can describe next steps without assigning them correctly. Review the saved Task and adjust the owner, deadline, or links when the summary got them wrong.