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

# Managing tasks

> Edit task details, complete tasks, add comments, and perform bulk actions.

Click any task on the **Tasks** page to open it in a detail panel. From there you can edit properties, add comments, and manage the task lifecycle.

## Edit a task

The detail panel has two tabs: **Overview** and **Comments**. The **Overview** tab displays all editable properties:

* **Title** — click the title text to edit inline
* **Description** — click the description area to edit inline. To insert a table, type `/` and select **Table** from the menu. You can paste screenshots and images directly into the description.
* **Priority** — select urgent, high, medium, or low
* **Visibility** — choose **Visible to everyone** or **Private**. See [task visibility](#change-task-visibility) below.
* **Label** — choose a color-coded [task label](/account-settings/customization/labels-and-tags)
* **Assigned to** — change the responsible team member or team
* **Relationship** — link to a different client, prospect, other contact, or business
* **Due date** — pick a new date or clear it. Select a time to set a specific-time deadline instead of all-day.
* **Project** — click **+ Add to project** to link the task to a [project](/activity/projects/overview) and optionally a milestone. Click the project name to change or remove it.
* **Related records** — click **+ Add record** to link to other records in Slant
* **Attachments** — click **+ Add attachment** to attach files (up to 20 per task, 10 MB each)

Changes save automatically.

## Complete a task

Click the checkbox next to the task title — either in the task list or in the detail panel.

To mark a completed task as incomplete, click the checkbox again.

## AI-generated tasks

Tasks created by Slant — for example, from a meeting transcript or an email thread — show a small <Icon icon="wand-sparkles" /> badge next to the title once they've been accepted into your task list. Hover the badge to see **Generated by AI**.

The badge only appears after a suggested task has been accepted; pending AI suggestions show up as the **Accept** / **Reject** workflow on the source record instead.

## Add a comment

Open the task and switch to the **Comments** tab. Type your comment and submit it. Comments are visible to all collaborators on the task.

## Manage collaborators

Collaborators receive notifications when a task is updated. To add or remove collaborators, click the <Icon icon="user" /> icon in the top-right corner of the detail panel.

The assignee is automatically added as a collaborator.

## Change task visibility

The **Visibility** row in the side panel controls who can see the task. Click the value to switch between:

* **Visible to everyone** — anyone in the book can see the task. This is the default.
* **Private** — only the creator, the assignee (or every member of the assigned team), and collaborators can see the task.

<Note>
  Admins do not automatically see private tasks. They must be the creator, assignee, or a collaborator. Private tasks are also hidden from search, household and contact tabs, and the public API for users without access.
</Note>

## Make an existing task recurring

You can convert any existing task into a [recurring task](/activity/tasks/recurring-tasks) from the detail panel.

<Steps>
  <Step title="Open the task">
    Click the task to open the detail panel.
  </Step>

  <Step title="Click + Make recurring">
    In the **Repeats** row, click **+ Make recurring**.
  </Step>

  <Step title="Set the schedule">
    Choose the due date, repeat interval (1--12), unit (days, weeks, or months), and an optional **Until** end date. Click **Make recurring** to confirm.
  </Step>
</Steps>

The task becomes the first in the series. Future tasks are scheduled automatically.

## Stop a recurring task

If a task is part of a recurring series, the **Repeats** row shows the recurrence schedule and when the next task is due. Hover over the recurrence badge and click the <Icon icon="trash-2" /> icon, then confirm by clicking **Stop repeating**.

Existing tasks in the series are not affected — only future tasks stop being created.

## Delete a task

<Steps>
  <Step title="Open the detail panel">
    Click the task to open it.
  </Step>

  <Step title="Open the menu">
    Click the **...** menu in the top-right corner.
  </Step>

  <Step title="Select Delete task">
    Confirm the deletion.
  </Step>
</Steps>

<Warning>
  Deleting a task is permanent and cannot be undone.
</Warning>

## Bulk actions

Press `Shift` to toggle multi-select mode, then click tasks to select them. The selection bar at the bottom of the page lets you:

* **Mark complete** or **Mark as incomplete** — toggle the status of selected tasks
* **Assigned to** — reassign all selected tasks to a different user or team, or unassign them
* **Priority** — set a new priority for all selected tasks
* **Label** — apply or clear a label on all selected tasks
* **Update due date** — set or clear a due date for all selected tasks
* **Delete** — permanently delete all selected tasks. You must type a confirmation phrase like `DELETE 5 TASKS` (uppercase, with the count and record name) before the delete button enables.

Press `Escape` to exit multi-select mode.

## FAQ

<AccordionGroup>
  <Accordion title="Can I navigate between tasks without closing the panel?">
    Yes. Use the up and down arrows at the top of the detail panel to move to the previous or next task. The counter shows your position (e.g., "1 of 25").
  </Accordion>

  <Accordion title="Who gets notified when a task is updated?">
    The assignee and all collaborators receive notifications when the task is updated, completed, or reassigned.
  </Accordion>

  <Accordion title="Can I undo completing a task?">
    Yes. Click the checkbox again to mark the task as incomplete. The completion timestamp is cleared.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Creating tasks" icon="plus" href="/activity/tasks/creating-tasks">
    Create and assign new tasks
  </Card>

  <Card title="Recurring tasks" icon="repeat" href="/activity/tasks/recurring-tasks">
    Set up tasks that repeat on a schedule
  </Card>

  <Card title="Task labels" icon="tags" href="/account-settings/customization/labels-and-tags">
    Manage task labels
  </Card>
</CardGroup>