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

# Overview

> A lightweight to-do list to keep your team on track

Tasks are a simple, shared to-do list for your team. Use them to keep track of who needs to do what and by when, and to link a job to the customer, order, subscription or event it relates to.

To view your tasks, click **Tasks** in the main navigation menu.

### Tasks list

The list shows each task's title, priority, due date and assignee. Overdue tasks sort to the top so the most pressing work is always in view. You can complete or reopen a task straight from the list.

<Frame>
  <img src="https://marzipan-cloud.b-cdn.net/0/docs/tasks/tasks-list.png" alt="Tasks list" />
</Frame>

### Creating a task

Click to add a task and fill in:

* **Title** - what needs doing. Type `@` to link a record (see [@mentions](#mentions) below)
* **Priority** - `Low`, `Medium`, `High` or `Urgent`
* **Due date** - pick a date, or use the **Today**, **Tomorrow** or **Next Monday** presets
* **Assignee** - who is responsible. This defaults to you

### @mentions

Type `@` in a task title to link the task to a **customer**, **order**, **subscription** or **event**. The linked task then appears as an activity entry on that record's timeline, so anyone looking at the record can see the related task in context.

### Permissions

What each team member can do with tasks is set by their [role](/settings/roles-and-team):

* Creating, editing and deleting tasks
* **Assigning** work to someone other than themselves
* **Viewing everyone's tasks** rather than only their own

Reading the task list and completing a task assigned to you stay open to everyone, whatever their role.

### Filtering

Narrow the list using these filters:

* **Assignee** - users with the right permission can view everyone's tasks; other users see only their own
* **Status** - `incomplete` or `complete`
* **Priority**
* **Due date**

<Tip>
  Today's due and overdue tasks also appear on your [dashboard](/dashboard), so you see what needs doing as soon as you log in.
</Tip>
