Tasks Tutorial — NotaeLibrary

💡 What Are Tasks?

A Task is how work gets done inside a Study Room. But unlike a simple to-do list item, each task is a living document — it has:

📝

A document body

Write your findings, notes, evidence, and conclusions directly inside the task using the rich text editor. Think of it as a mini-report that grows as you work.

👤

An assignee

Each task is assigned to a specific room member. They own the work and the document.

⏳

Status tracking

Tasks move through stages: Pending → In Progress → Completed. Everyone can see where things stand.

🔺

Priority levels

Low, Medium, High, or Urgent. Sort and filter by what matters most.

📅

Due dates

Set deadlines with date and time. Overdue tasks are highlighted.

👁️

Visibility control

Private (only assignee + moderators), Shared (all room members), or Published (permanent knowledge base record).

📋 The Tasks Page

Every Study Room has a Tasks tab. This is your command center:

List View — See all tasks with filters for status, assignee, and project. Click any task to open its detail page.
Board View — Kanban-style columns (Pending, In Progress, Blocked, Completed). Drag tasks between columns to update their status.
Create Task — Click the button to create a new task. Set title, description, priority, due date, assignee, and project. Load from a saved template to save time.
Select All — Owners and moderators can multi-select tasks for bulk operations: reassign, change status, set due dates, or delete.

➕ Creating a Task

Only room owners and moderators can create tasks by default. If the room has membersCanCreateTasks enabled, any member can create tasks.

Click + New Task on the Tasks page.
Enter a title (required).
Optionally add a description, set priority, and pick a due date.
Choose a project to group the task.
Assign to yourself, specific members, or everyone in the room.
Optionally load from a template to pre-fill the form.
Set the task to repeat(daily, weekly, bi-weekly, monthly) if it's a recurring assignment.

💡 Tip: Save commonly used tasks as templates using the 📋 Save as Template button on any task detail page. Next time you create a task, select it from the template dropdown.

🔍 The Task Detail Page

Click any task to open its detail page. This is where the task comes alive as a living document:

✏️

Edit mode

Click ✏️ Edit to modify the title, description, status, priority, due date, assignee, project, and visibility. Save your changes when done.

📄

Task Body

The rich text editor lets you write structured findings — use headings, lists, bold, italic, and more. This is your working document. It can be private while you work, shared for feedback, or published as a permanent record.

✅

Checklist

Add inline checklist items — check them off as you go. Great for breaking down a task into smaller steps.

🏷️

Labels

Add freeform tags like "bug", "design", or "urgent". Filter tasks by label on the list page.

💬

Comments

Discuss the task with other room members. Post comments, read the thread, and keep the conversation attached to the work.

🔗 Relationships & Entities

Tasks don't exist in isolation. Connect them to other tasks and to the room's world entities.

🔗

Task Relationships

Link tasks together with typed relationships: Blocks (this must finish first), Supports (findings help another task), Contradicts (findings conflict), or Spawned By(created from another task's completion). Click + Link Task in the sidebar.

🌍

Entity Links

Connect a task to the room's world entities — characters, places, objects, timeline events. For example, link a task to "Alice" (character) and "The Knife" (object). Click + Add Entity and search by name.

🔄 Claim, Complete, Decline

The task workflow is simple and collaborative:

🙋

Claim a task

If a task is unassigned or you want to take ownership, click 🙋 Claim. You become the assignee.

▶

Start working

Click ▶ Start to move the task from Pending to In Progress. This signals to the room that work has begun.

✅

Complete a task

Click ✅ Completeand optionally add a completion note. The task moves to Completed. If the body is ready, you can publish it to the room's permanent knowledge base.

🚫

Decline a task

If you're assigned a task you can't take on, decline it with a reason. The room owner is notified and can reassign.

🔓

Release a task

If you claimed a task but can't continue, release it so someone else can pick it up.

📁 Organizing with Projects

Projects group related tasks together. A project has a name, target date, description, and progress bar showing completion percentage.

Browse projects at 📁 Projects in the room navigation.
Click a project card to see only its tasks.
Assign a task to a project when creating it or from the detail page.
Tasks without a project live in the General bucket.

📰 Tasks in Your Feed

When a task is assigned to you, it appears in your Home Room Feed at /homeroom/feed. The TaskCard shows:

The task title and the room it belongs to
Current status (⏳ Pending, 🔄 In Progress, ✅ Completed)
Priority level as a colored dot
Due date with urgency highlighting (red for overdue)
A direct link to the task detail page

You can also see all your tasks across every room at /homeroom/studyrooms/tasks — grouped by due date (overdue, today, this week, later).

📋 Task Templates

If your room uses the same tasks repeatedly, save them as templates:

Open any task and click 📋 Save as Template.
The template saves the title, description, and priority — ready to reuse.
When creating a new task, select the template from the dropdown to pre-fill the form.
Templates can also be set to repeat on a schedule — daily, weekly, bi-weekly, or monthly — for recurring assignments.

📖 Quick Reference

Action	Where	Who
Create task	Tasks page → + New Task	Owner / Mod (or any if enabled)
Edit task	Task detail → ✏️ Edit	Assignee / Owner / Mod
Claim task	Task detail → 🙋 Claim	Any room member
Complete task	Task detail → ✅ Complete	Assignee / Owner / Mod
Add comment	Task detail → Comment input	Any room member
Link task	Task detail → + Link Task	Any room member
Add entity	Task detail → + Add Entity	Any room member
Save template	Task detail → 📋 Save as Template	Owner / Mod
Bulk operations	Tasks page → Select tasks	Owner / Mod
View all my tasks	/homeroom/studyrooms/tasks	You

📋 Tasks