Introduction & core concepts
Get up to speed on what Task Manager is, what problems it solves, and the core objects you’ll see everywhere (tasks, actions, statuses, priorities).
6 articles
Overview & What's NewAn introduction to the Task Manager — what it is, why it was rebuilt, and what problems it solves.
Key Objects & GlossaryA complete reference for the core objects, priority levels, status systems, and task categories used throughout the Task Manager.
Task Lifecycle: Statuses, Transitions & Due DatesUnderstand how task statuses work, what triggers each transition, and what happens when a task is completed or dismissed.
Actions & Action StatusesA complete guide to actions in the Task Manager — what they are, the different types, how statuses work, and where they appear.
Draft Actions: What They Are and How They WorkUnderstand how draft actions work in the Task Manager — what they are, when they're created, and how they move to active status.
Promises to Pay in the Task ManagerA complete guide to managing Promise to Pay tasks — from recording the commitment through to chasing overdue payments.