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

# Task Management

> Create, assign, and track planning tasks with the To Dos tab — including AI-generated checklists, Kanban boards, and rich notes.

## The To Dos tab

Open the **To Dos** tab in the right panel to access task management for your event. All tasks are scoped to the current event and are separate from tasks on other events.

***

## Creating tasks

EventPilot gives you five ways to create tasks:

<Tabs>
  <Tab title="Manual — Quick Add">
    Type a task description in the **quick-add input** at the top of the To Dos tab and press Enter. The task is created immediately with default priority (medium) and no due date.

    Use this for fast capture when you don't need to set details right away.
  </Tab>

  <Tab title="Manual — Detailed Dialog">
    Click the **New Task** button (or the expand icon next to the quick-add input) to open the full task creation dialog.

    The detailed dialog lets you set:

    * Task text
    * Priority (High / Medium / Low)
    * Due date
    * Start date
    * Status
    * Assignee (with @ mention autocomplete from your organization members)
    * Agenda & Notes (rich text editor)
  </Tab>

  <Tab title="AI Generate">
    Click **AI Generate** to have EventPilot automatically create a planning checklist based on your event type and the data you've already entered.

    The AI generates between 5 and 15 specific, actionable tasks — more tasks for complex events, fewer for simpler ones. Tasks are tailored to what you've confirmed so far and skip anything already handled. You review the suggested tasks in a dialog before adding them.
  </Tab>

  <Tab title="AI From Chat">
    Click **From Chat** to have the AI scan your recent conversation and extract action items that came up during planning.

    The AI reviews up to the last 20 messages and identifies implied or explicit to-dos. It avoids creating duplicates of tasks that already exist. Review the extracted tasks in the suggestions dialog and add the ones you want.
  </Tab>

  <Tab title="Import">
    Click **Import** to bulk-create tasks from a CSV file or by pasting plain text. This is useful for migrating existing task lists from other tools or templates.
  </Tab>
</Tabs>

<Tip>
  You can also create a task directly from any AI message in the chat. Look for the **Create task** button that appears on assistant messages.
</Tip>

***

## Task fields

Each task can store the following information:

| Field          | Details                                                          |
| -------------- | ---------------------------------------------------------------- |
| **Text**       | The task description                                             |
| **Priority**   | High, Medium, or Low                                             |
| **Due date**   | When the task needs to be completed                              |
| **Start date** | When work on the task should begin                               |
| **Status**     | Current workflow status (e.g., To Do, In Progress, Review, Done) |
| **Assignee**   | A team member from your organization                             |
| **Notes**      | Rich text notes with formatting support                          |

***

## Custom task statuses

The default workflow statuses are **To Do**, **In Progress**, **Review**, and **Done**. These cover most planning workflows, but you can customize them to match your team's process.

To manage custom statuses, go to **Settings** and find the **Task Statuses** section. There you can add new statuses, rename existing ones, set colors, and reorder them. Custom statuses apply across all events in your organization.

***

## List view and Kanban view

Toggle between two views using the view switcher at the top of the To Dos tab:

<Tabs>
  <Tab title="List view">
    All tasks appear in a flat list grouped by completion status. Each task shows its priority badge, due date, assignee, and source badge (manual, AI-generated, imported, etc.).

    Click any task to expand it for inline editing. Toggle completion with the checkbox.
  </Tab>

  <Tab title="Kanban view">
    Tasks are arranged in **columns by status**. Each column corresponds to one of your task statuses (To Do, In Progress, Review, Done — or your custom statuses).

    **Drag and drop** cards between columns to change their status. Each card shows priority, due date, assignee, and source badges. Hover over a card to reveal edit and delete actions.
  </Tab>
</Tabs>

***

## Filtering tasks

Use the **priority filter** above the task list (or Kanban board) to narrow your view:

* Show all tasks
* High priority only
* Medium priority only
* Low priority only

This helps you focus on what matters most without losing sight of the full list.

***

## Assigning tasks

In the detailed task dialog, type **@** in the Assignee field to trigger autocomplete. A dropdown appears with members from your organization. Select a member to assign the task to them.

Assigned tasks display the assignee's name on both the list row and the Kanban card.

***

## Rich text notes

Each task has a **Notes** field powered by a full rich text editor. Use the formatting toolbar to:

* Bold, italic, underline, and strikethrough text
* Add H1 and H2 headings
* Create bulleted and numbered lists
* Insert and edit hyperlinks
* Undo and redo changes

Notes are a good place to add acceptance criteria, reference links, vendor contact details, or any context that doesn't fit in the task title.