Tasks

PraxisNote tasks use a kanban-style board with three columns — Todo, In Progress, and Done. Each task can be flagged as a priority, given a due date, tagged, and annotated with comments. Tasks save instantly and support undo on destructive actions.

Getting Started

1. Open Tasks from the sidebar.
2. Click the + button at the top of the Todo column (or press N on desktop).
3. Type a title and press Enter.
4. Your task appears in the Todo column, ready to be worked on.

Keep titles actionable

Start task titles with a verb: “Review proposal”, “Fix login bug”, “Draft quarterly report”. Short, specific titles are easier to scan on the kanban board.

Kanban Columns

Every task lives in one of three columns:

Column	Meaning	Time shown
Todo	Queued but not started	—
In Progress	Actively being worked on	Elapsed time since started (e.g. “3h”, “2d”)
Done	Completed	Time since completion (e.g. “5m ago”, “1d ago”)

Moving Tasks Between Columns

Desktop

• Drag and drop — grab any task card and drop it into another column. You can also reorder tasks within a column by dragging.
• Context menu — not applicable; use drag-and-drop on desktop.

Mobile

• Arrow buttons — each task card shows left/right arrow buttons at the bottom. Tap the right arrow to advance the task (Todo → In Progress → Done) or the left arrow to move it back.
• Swipe between columns — swipe left or right to navigate between the three columns. A colored indicator bar at the top shows which column you are viewing.

When a task moves to In Progress, PraxisNote records the start timestamp. When it moves to Done, the completion timestamp is recorded so you can track when work was finished.

Creating Tasks

You can create a task in any column:

1. Click the + button at the top of the desired column.
2. An inline text field appears at the top of the column.
3. Type a title and press Enter to save, or Escape to cancel.

On desktop, pressing N (when not in a text field) opens the inline creation field in the Todo column.

Tasks from other features

Tasks can also be created automatically:

• From notes — promote a checkbox item in a note to a task on the kanban board.
• From meetings — promote an AI-extracted action item to a task.

These tasks display a source origin pill on the card linking back to the originating note or meeting.

Editing Tasks

Click on a task’s title text to edit it inline. Press Enter to save or Escape to cancel. Use Shift+Enter to insert a line break within the title.

Task Card Anatomy

Each task card contains several interactive elements:

Element	Location	Description
Priority flag	Left of title	Click to toggle priority on/off. Flagged tasks show a filled red flag.
Title	Center	Click to edit inline. Done tasks show strikethrough text.
Delete button	Right of title	Appears on hover (desktop) or always visible (mobile). Click once to reveal a confirm button, click again to delete.
Time label	Right of title	Shows elapsed time (In Progress) or completion time (Done). Hidden on hover when the delete button appears.
Tags row	Below title	Shows tag chips. Click + to add a tag. Tags overflow shows a “+N” badge you can click to expand.
Due Date tab	Bottom row	Circle icon. Click to expand the date picker. Shows colored badge when a date is set.
Comments tab	Bottom row	Speech-bubble icon with badge count. Click to expand the comments section.
Tags tab	Bottom row	Tag icon (shown only when no tags exist yet). Click to add the first tag.
Source pill	Bottom row	Shows the originating meeting or note (if the task was promoted). Click to navigate to the source.
Mobile arrows	Bottom-right (mobile only)	Left/right arrows to move the task between columns.

Priority

Priority is a simple on/off flag. Click the flag icon on the left side of any task card to toggle it.

• Flagged tasks display a filled red flag icon and sort to the top of their column (when using priority sort).
• Unflagged tasks display a faint outline flag icon.

Use priority sparingly

If everything is a priority, nothing is. Reserve the flag for tasks that genuinely need immediate attention.

Sort Modes

Each column has an independent sort control. Click the sort icon in the column header to choose:

Sort Mode	Description
Manual order	Default. Drag tasks to arrange them in any order you want.
Due date	Tasks with the earliest due date appear first. Tasks without a due date appear at the end.
Priority	Flagged (priority) tasks appear first, followed by unflagged tasks.

The sort icon highlights when a non-manual sort is active so you can tell at a glance.

Due Dates

Add a due date to track deadlines. The due date tab on each task card lets you pick or clear a date.

Setting a Due Date

1. Click the calendar icon (due date tab) on a task card.
2. The date picker panel expands inline.
3. Select a date from the calendar.
4. The due date badge appears on the tab with color coding.

Visual Indicators

Status	Appearance
Overdue	Red text and badge
Due today	Orange/amber highlight
Due tomorrow	Yellow highlight
Upcoming	Normal display with date text

Note

Due dates are displayed relative to today. A task due tomorrow shows “Tomorrow” instead of the full date, making it easy to scan for urgent items.

Clearing a Due Date

Open the date picker and click Clear to remove the due date.

Comments

Add comments to tasks for context, progress updates, or discussion notes.

1. Click the comments tab (speech bubble icon) on a task card.
2. The comments section expands below the task.
3. Type your comment and press Enter to post.
4. Comments appear in reverse chronological order (newest first) with timestamps.

• Edit — click on a comment’s text to edit it inline.
• Delete — click the trash icon on a comment. A toast appears with an Undo button (5-second window).

Tip

The comments badge on the tab shows the count of comments even when the section is collapsed, so you can see at a glance which tasks have discussion.

Tags

Tags let you categorize tasks across your entire workspace. The same tags work on notes and meetings too.

Adding Tags

1. Click the + button in the tags row, or click the tag icon tab if no tags exist yet.
2. A search input appears inline on the task card.
3. Type to filter existing tags, or type a new name and press Enter to create and apply it.
4. The tag appears as a colored chip on the card.

Removing Tags

Click the × button on any tag chip to remove it from the task.

Tag Overflow

When a task has more than 3 tags, a +N badge appears. Click it to expand and see all tags. Click Less to collapse.

Search

The search bar at the top of the Tasks page filters tasks across all three columns in real time. Search matches against task titles.

Shortcut	Action
/	Focus the search bar (desktop only, when not in a text field)
Escape	Clear search and blur the search bar

The result count appears to the right of the search input (e.g. “3 results”).

Caution

Drag-and-drop is disabled while a search filter is active. Clear the search to re-enable reordering.

Archive

The Done column offers an archive view for reviewing older completed tasks.

1. Look for the archive toggle in the Done column header.
2. Click it to switch between Done (recent completions) and Archive (all completed tasks).
3. Toggle back to return to the normal Done view.

The archive count badge shows how many total completed tasks exist.

Deleting Tasks

1. Hover over a task card (desktop) or locate the trash icon (mobile).
2. Click the trash icon — it changes to a red confirm button with a countdown.
3. Click the confirm button to delete.
4. A toast notification appears with an Undo button. You have 5 seconds to restore the task.

Undo safety net

All task and comment deletions support undo. If you accidentally delete something, click Undo in the toast notification to restore it instantly.

Keyboard Shortcuts

Shortcut	Context	Action
N	Tasks page (not in a text field)	Start creating a new task in the Todo column
/	Tasks page (not in a text field)	Focus the search bar
Escape	Search bar	Clear search and unfocus
Enter	Inline task creation	Save the new task
Escape	Inline task creation	Cancel creation
Enter	Inline task editing	Save the edited title
Escape	Inline task editing	Cancel editing

Tips & Best Practices

Daily review

Review your Todo column at the start of each day. Move items to In Progress to commit to working on them — this starts the elapsed timer so you can track how long tasks take.

Cross-feature tags

Create a small set of project or area tags (e.g. “Q1 Launch”, “Backend”, “Design Review”) and apply them consistently to tasks, notes, and meetings. You can then use the Tag Hub to see everything related to a project in one place.

Due dates for real deadlines

Not every task needs a due date. Reserve them for tasks with real deadlines to avoid due-date fatigue. Use the due date sort to surface upcoming deadlines.

Source tracking

When you promote a checkbox from a note or an action item from a meeting, the resulting task keeps a link back to its source. Click the source pill on the task card to jump back to the original context.