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

# Create, Assign, and Manage Tasks Effectively in Fluorine

> Create tasks, build subtasks and dependencies, switch views, and keep work organized and moving forward.

Every task in Fluorine has a consistent set of fields — assignee, due date, priority, tags, description, subtasks, and dependencies — and a lifecycle that moves from To-do through Completed. Using these fields well keeps work clear, trackable, and free of the ambiguity that causes things to fall through the cracks.

## Create a task

<Steps>
  <Step title="Open a task list">
    Go to a project in the left sidebar, select the task list where the task belongs, and click **+ Add Task** at the bottom of the list.
  </Step>

  <Step title="Name the task">
    Start with a verb. "Design the onboarding flow", "Review client feedback", "Fix payment redirect bug." A clear name means anyone on the team understands the work without opening the task.
  </Step>

  <Step title="Assign an owner">
    Click **Assignee** and select a team member. One person per task. If multiple people need to be involved, use subtasks — each one can have its own assignee.
  </Step>

  <Step title="Set a due date and priority">
    Click **Due Date** and pick from the calendar. Set **Priority** to one of four levels:

    * **Urgent** — blocking other work, needs immediate attention
    * **High** — important and time-sensitive
    * **Normal** — standard work moving at a steady pace
    * **Low** — backlog items or nice-to-haves

    Priority levels feed into the workload view and AI daily digests — use them consistently.
  </Step>

  <Step title="Add a description">
    Use the **Description** field for context: what needs to be done, why it matters, relevant links or references. A good description means the assignee can start immediately without asking clarifying questions.
  </Step>

  <Step title="Add tags">
    Tags let you filter and group tasks across multiple projects. Use a consistent set — `bug`, `design`, `copy`, `client-facing`, `blocked` — rather than creating new ones for every project.
  </Step>
</Steps>

## Subtasks and dependencies

Complex work rarely fits in a single task. Use subtasks to break work into smaller steps and dependencies to enforce the order things must happen.

### Subtasks

Open a task and click **+ Add Subtask**. Each subtask is a full task with its own assignee, due date, and status. When all subtasks are complete, Fluorine marks the parent task as ready to close.

<Tip>
  Use subtasks for parallel workstreams within a single deliverable. A "Launch campaign" task might have subtasks for copywriting, design, scheduling, and approval — each assigned to a different person.
</Tip>

### Dependencies

A dependency tells Fluorine that one task must be completed before another can start.

1. Open the task that is blocked
2. Click **Dependencies → Add Dependency**
3. Search for the blocking task and select it

Fluorine highlights dependencies in Timeline view and flags overdue blockers creating problems downstream.

<Warning>
  Circular dependencies — Task A depends on Task B, which depends on Task A — are flagged and prevented from being saved.
</Warning>

## Task states

| State           | Meaning                                                         |
| --------------- | --------------------------------------------------------------- |
| **To-do**       | Not started.                                                    |
| **In progress** | Actively being worked on.                                       |
| **Completed**   | Done. Fluorine records the completion timestamp.                |
| **Overdue**     | Past its due date and not yet completed. Flagged automatically. |

Change state by clicking the status indicator in the task list or inside the task detail view. Overdue tasks are highlighted in red across all views.

## Views

Use the view selector at the top of any project or task list to switch between them.

<Tabs>
  <Tab title="List">
    A flat, scannable list sorted by status, due date, or priority. Best for day-to-day task management and quick status checks.
  </Tab>

  <Tab title="Board">
    Kanban columns for each task state. Drag tasks between columns to update status. Best for sprint planning and visual workflow management.
  </Tab>

  <Tab title="Calendar">
    Tasks on a calendar grid by due date. Best for spotting scheduling conflicts and planning across a month.
  </Tab>

  <Tab title="Timeline">
    Gantt-style view showing durations and dependencies. Best for project planning and communicating schedules to stakeholders. **Pro and Business plans.**
  </Tab>

  <Tab title="Workload">
    How many tasks each team member is assigned over a given period. Spot overloaded teammates and rebalance before deadlines slip. **Business plan.**
  </Tab>
</Tabs>

## Custom fields

On the **Business plan**, add custom fields to capture information specific to your workflow.

1. Open **Project Settings → Custom Fields**
2. Click **+ Add Field**
3. Choose a type — Text, Number, Date, Dropdown, Checkbox, or URL
4. Name the field and set default values if needed

Custom fields appear in task detail views and are fully searchable. Common uses: client name, contract value, review status, external ticket number.

<Note>
  Custom fields are defined at the project level and apply to all tasks within that project.
</Note>

## Handling overdue tasks

Fluorine surfaces overdue tasks in the list view, the daily AI digest, and productivity insights. Don't let them accumulate. For each one, do one of three things:

* **Reschedule** — update the due date to a realistic timeline
* **Reassign** — if the assignee is blocked or overloaded, move it to someone who can act
* **Close** — if the work is no longer relevant, mark it complete or delete it

<AccordionGroup>
  <Accordion title="Why tasks go overdue">
    The most common causes are unclear ownership, missing dependencies, and unrealistic due dates. Fluorine's workload view helps you spot patterns so you can fix them in future sprints.
  </Accordion>

  <Accordion title="Filtering overdue tasks">
    In List view, use **Filter → Status → Overdue** to see all overdue tasks across a project or workspace. Sort by due date to see the most delayed tasks first.
  </Accordion>
</AccordionGroup>

## Tips for well-defined tasks

* **One task, one outcome.** If the name uses "and", split it into two tasks.
* **Assign at creation.** A task without an assignee belongs to no one.
* **Shorter due dates over longer ones.** A task due in two weeks is easier to lose than one due Thursday. Break long tasks into shorter-horizon items.
* **Use the description field.** Context in the task prevents back-and-forth in comments and keeps work moving when the assignee picks it up days later.
