Research produces follow-ups. A report raises a question you need to chase, a note reminds you to email someone, a document turns out to need a second pass. Tasks is where those live, in the same account as the work that produced them — so a task can point back at the note or the research report it came from.

Tasks appears in the sidebar where Chief of Staff is enabled for your deployment. It is a beta feature and is off by default, so if you do not see a Tasks entry, that is why. To ask for it, contact us.

Adding a task

Open Tasks from the sidebar. There are three ways to start a new one:

The New task button in the header. The draft card opens at the top of the list.
The Add task row at the bottom of the list. The draft card opens in place.
The N key, anywhere on the page. Same as the button.

A draft card has a title, a description, and a row of pills:

Pill	What it sets
Date	The due date. Today, Tomorrow, Next week, or a picker.
Priority	P1 Urgent, P2 High, P3 Normal, P4 Low.
Estimate	How long you think it will take — 15, 30, 45, 60, 90 or 120 minutes, or a custom value up to 24 hours.
Tags	Your own labels.
Link	A note or a research report to attach.

Press Enter to save, Escape to discard the draft. After saving, the card stays open with the title focused, so you can type the next one straight away.

Typing a date into the title

As you type the title, LumaVista watches for a date phrase and offers it as a suggestion chip below the input. Accepting the chip strips the phrase out of the title and sets the Date pill; clearing the date puts the phrase back.

This works in English and German only. In English it understands “today”, “tomorrow”, “in 3 days”, “in 2 weeks”, “next friday” and a bare weekday. In German it understands “heute”, “morgen”, “in 3 Tagen”, “nächsten Freitag” and a bare weekday. In any other interface language no suggestion appears and you use the Date pill — the feature never guesses a date it is not sure about.

Status

A task is in one of four states:

Status	Meaning
Open	Not started.
In progress	Started.
Done	Finished.
Dropped	Explicitly not doing it.

The checkbox on a row is a two-way toggle only: it moves a task between Done and Open. In progress and Dropped are set from the Status control in the task’s detail view.

When you tick a task in the Active tab it stays visible, struck through, for a short undo window — the last ten tasks you ticked in this browser session. Reload the page and they are gone from Active. Dropped tasks leave the Active tab immediately: the row disappearing is the confirmation, and the task is still in Completed.

Priority, due dates and estimates

Every task has a priority. New tasks default to P3 Normal. Priority cannot be cleared back to nothing — there is no “no priority” state, so the detail view offers no such option.

The due date can be cleared. So can the estimate. The estimate is what the day planner uses to size a block; a task without one falls back to a default for its priority.

Linking a task to a note or a research report

The Link control on the draft card, and the Related section in the task’s detail view, attach an existing item to the task. Type to search across your notes and your research reports.

Two kinds of link can be attached today: notes and research reports. A task can hold up to 50 links. Clicking a link chip navigates you to the linked item.

Finding a task

The toolbar above the list has:

A search box over your task titles. The / key focuses it.
Tags and Priority filters. Both are multi-select.
Sort by Priority, Due date, Created or Title, with a direction toggle.
Group by None, Priority, Tag or Due date.

Grouping by due date produces five sections: Overdue, Today, This week, Later and No date. “This week” means the next seven days.

Above the toolbar, three tabs switch which tasks are in scope: Active, Completed and All. Active holds Open and In progress tasks (plus the undo window described above); Completed holds Done and Dropped.

When filters are active the toolbar shows how many tasks are visible out of the total, with a chip per filter and a Clear all link.

The day plan

The List / Plan toggle in the header switches layout. Plan shows tasks the day planner has scheduled at the top, in clock order with their time blocks, and everything else under Unscheduled.

You cannot type a time block by hand. Scheduled times are written by the planner and shown read-only on the task. The Plan my day button hands the request to Chief of Staff in chat, which schedules your open and in-progress tasks into blocks within your working hours, priority first, and reports anything that did not fit. Running it again re-plans the day.

Plan my day appears only where Chief of Staff is enabled, which is the same condition as the Tasks entry itself.

Where a task came from

Each task records how it was created, and the detail view shows it as a chip next to the title. Every task written today — whether you typed it or an agent created it for you — records as Added manually. The field also carries three provenance values reserved for tasks captured on your behalf: From your inbox, Weekly sweep and From a research run. If you see one of those on a task, that is what produced it.

Editing and deleting

Click a row to open the task’s detail view. The title and description commit when you click away. The status, due date, estimate, priority, tags and links all apply as you set them.

One current limitation: clearing a description back to empty does not save. Non-empty edits save normally.

Deleting is immediate and there is no undo: the trash icon that appears when you hover a row, and Delete in the detail view’s ⋯ menu, both remove the task straight away.

Across your sessions and devices

Task changes fan out to your other open sessions. If you have LumaVista open on a laptop and a phone, ticking a task in one updates the other without a reload.

Agents and tasks

If you connect an external agent over MCP, the read tools — listing tasks and fetching one — are available with the task read scope. The write tools that create, update, delete, link and unlink tasks are behind a separate feature flag that is off by default and gated on security review. Where it is enabled, agent edits apply immediately and are written to a per-user audit trail recording who changed what, when, and the before and after values. Those writes are billable.

Getting your tasks out

Tasks are included in your account data export: a readable page grouped by status, and a machine-readable JSON file with the full task records. See the export section of the Privacy settings.

Navigating the Interface — the sidebar, the settings tabs, and the global keyboard shortcuts
Notes and Wikilinks — the notes a task can link to