Task Management

Tasks in Delegate are more than a to-do list. They can be extracted from emails, linked to meetings, assigned to team members, broken into subtasks, and tracked across projects — all in one place.

There are several ways to create a task:

• Quick add — press T anywhere in the app, or click New Task in the sidebar
• From an email — open any email and click Create Task to auto-fill title, due date, and context
• From a meeting — action items detected in meeting notes are auto-converted to tasks
• From AI suggestions — the Copilot proactively creates tasks based on your email and calendar

• Title — short, action-oriented description
• Description — rich text with markdown support
• Due date — date and optional time
• Priority — Urgent, High, Medium, Low
• Assignee — any workspace member
• Project — link to a project for tracking
• Labels — custom tags for filtering
• Subtasks — nested checklist items
• Comments — threaded discussion on the task

Tasks can be viewed in three modes:

• List — flat list grouped by priority, due date, or project
• Board — Kanban columns (To Do, In Progress, Done, Blocked)
• Calendar — tasks overlaid on your calendar by due date

The AI Copilot analyzes due dates, email urgency signals, and your past behavior to suggest a daily task priority order. Look for the AI Order toggle in the task list to enable it.

AI-suggested tasks from your email and calendar appear in the AI Suggestions queue. Review and approve them with one click.

On Pro and Team plans, you can delegate tasks to AI agents. An agent can research, draft documents, send responses, or coordinate with external services — all on your behalf.

Open a task, click Delegate to AI, select an agent profile, and describe the goal. The agent reports back through the task's comment thread.