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

# Tasks

> Manage actionable items across projects, deliverables, and Expert Requests with priorities, due dates, and assignments.

Tasks are actionable items that track specific pieces of work. They can belong to a project, deliverable, or Expert Request, giving you a clear view of what needs to happen across your AI program.

## Task statuses

| Status          | Meaning                                                     |
| --------------- | ----------------------------------------------------------- |
| **Not started** | Task has been created but work hasn't begun                 |
| **In progress** | Someone is actively working on it                           |
| **Blocked**     | Work is stuck and can't proceed (with notes explaining why) |
| **Completed**   | Task is done                                                |

## Task types

Each task has a type that indicates who it's for:

| Type                   | Purpose                                         |
| ---------------------- | ----------------------------------------------- |
| **Client action**      | Something you or your team needs to do          |
| **Internal**           | A Kowalah team task (may not be visible to you) |
| **Delivery milestone** | A key deliverable or checkpoint                 |

## Priority levels

* **High** — urgent, needs immediate attention
* **Medium** — important but not time-critical
* **Low** — standard priority
* **No priority** — not yet categorized

## Creating a task

Tasks are created within the context of a project, deliverable, or Expert Request.

<Steps>
  ### Open the parent entity

  Navigate to the project, deliverable, or Expert Request where the task belongs.

  ### Go to the Tasks tab

  Click the **Tasks** tab to see existing tasks.

  ### Click "New task"

  Provide a **title** (required). Optionally add:

  * **Description** with more detail
  * **Task type** (client action, internal, or delivery milestone)
  * **Priority** level
  * **Due date**
  * **Estimated hours**
</Steps>

## Assignments

Tasks can be assigned to either:

* **A member of your team** — someone from your organization
* **A Kowalah team member** — your Kowalah partner or specialist

The dashboard's **Action items** widget shows your top overdue and upcoming tasks so you can stay on top of what needs attention.

## Visibility

Some tasks may be marked as internal by the Kowalah team. Internal tasks are part of their delivery process but aren't visible to you. All client-visible tasks appear in your task lists and dashboard.

## Where tasks live

Tasks are always attached to one parent:

| Parent             | Example                                       |
| ------------------ | --------------------------------------------- |
| **Project**        | "Review project milestones with stakeholders" |
| **Deliverable**    | "Test the Claude skill with sample data"      |
| **Expert Request** | "Provide API credentials for integration"     |

You can see all your tasks across projects from the dashboard's action items widget, or view tasks within each project, deliverable, or Expert Request individually.

## Effort tracking

Tasks optionally track effort:

* **Estimated hours** — how long the work is expected to take
* **Actual hours** — how long it actually took (filled in as work progresses)

## Blocker notes

When a task is marked as **blocked**, a notes field captures what's preventing progress. This helps both your team and Kowalah understand and resolve blockers quickly.

<CardGroup cols={2}>
  <Card title="Projects" icon="folder-open" href="/platform/projects/overview">
    Create project-level tasks
  </Card>

  <Card title="Deliverables" icon="kanban" href="/platform/projects/deliverables">
    Track deliverable tasks
  </Card>

  <Card title="Expert Requests" icon="hand-helping" href="/platform/expert-requests">
    Track expert delivery tasks
  </Card>
</CardGroup>