Task Basics
Every task in Trilo includes:- Title: A clear description of what needs to be done
- Status: Where the task is in your workflow
- Assignee: Who’s responsible for completing the task
- Priority: How urgent or important the task is
- Due date: When the task should be completed
- Description: Additional details and context
Task Statuses
Trilo uses a simple, effective workflow with four statuses:| Status | Description | When to Use |
|---|---|---|
| Backlog | Future work not yet planned | Ideas, future features, nice-to-haves |
| To Do | Planned but not started | Work scheduled for upcoming sprints |
| In Progress | Currently being worked on | Active work items |
| Done | Completed | Finished tasks |
Views
Access tasks through multiple views to match how you like to work:List View
Traditional list format showing all tasks with key details in rows.
Kanban Board
Visual board with columns for each status. Drag tasks to update status.
Table View
Spreadsheet-like view with sortable, filterable columns.
Project-Based Organization
Tasks belong to projects, making it easy to organize work:- Each project has its own task list
- Tasks get unique IDs based on project prefix (e.g.,
PROD-1,PROD-2) - Filter and view tasks across projects or within a single project
- Project members can see and manage tasks in their projects
Task Features
Assignments
Assign tasks to:- Team members: Any human member of the project
- AI coworkers: Delegate to AI for automated task completion
- Unassigned: Keep tasks in the backlog for later assignment
Priorities
Set importance levels:- Low: Nice to have, can wait
- Medium: Standard importance
- High: Important, should be addressed soon
- Urgent: Critical, needs immediate attention
Due Dates
- Set specific due dates for deadlines
- Tasks approaching due dates are highlighted
- Overdue tasks are clearly marked
Descriptions
Add rich details to tasks:- Formatted text with markdown
- Checklists for subtasks
- Links to related resources
- Code snippets if needed
Attachments
Add files and screenshots:- Upload relevant documents
- Add screenshots for context
- Reference images for visual tasks
Activity Log
Track everything that happens:- See when status changes
- Track assignment changes
- View edit history
- Monitor who made changes
AI Integration
Trilo’s AI coworkers can help with tasks:- AI as assignee: Assign tasks to AI coworkers for automated completion
- AI-created tasks: AI can create tasks during conversations
- AI suggestions: Get recommendations for task breakdown
When AI completes a task or makes changes, the activity log shows exactly what was done and by which AI coworker.
Quick Actions
Speed up your workflow with quick actions:- Keyboard shortcut: Press
Tin a project to create a new task - Quick status update: Click status badges to change directly
- Bulk actions: Select multiple tasks to update together
Getting Started
1
Navigate to Tasks
Open a project and click Tasks in the navigation.
2
Create your first task
Click + New Task or press
T.3
Fill in details
Add a title, set status and priority, and assign to a team member.
4
Choose your view
Switch between List, Kanban, or Table view to find what works for you.