> ## Documentation Index
> Fetch the complete documentation index at: https://docs.floral.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Tasks

> Create, assign, complete, and reopen Tasks in the workspace or from a related record.

Tasks track concrete follow-up. A Task can stand on its own or be linked to a Deal or another supported record.

## Create a useful Task

Use a short action title that states what must happen. Add a due date, assignee, priority, and linked Deal when they are known. Put supporting detail in the description rather than the title.

Create a Task from the workspace Task list when it is general work. Create it from a Deal or record when that relationship is important to the person doing the work.

## Work the list

Use filters and sorting to focus on due, assigned, open, or completed work. Completing a Task preserves it in the history. Reopen it if the same action becomes outstanding again.

Do not create a second Task merely because the first one is hard to find. Search completed and open items first, then update or reopen the existing Task when it represents the same work.

<Note>
  A meeting summary can describe next steps without assigning them correctly. Review the generated follow-up and create or adjust Tasks with the right owner and deadline.
</Note>