Tasks and boards

Tasks in Clatri are units of work with status, priority, due date and an editable description body. They can live standalone (no board), inside a page, inside a kanban board column, or as a sub-task of another task.

Creating a task

Three paths:

• From chat with the Administration agent: "create a task to call the plumber next week" and it's created. If you don't say which board, the agent reads the name and description of each Space and board to pick the most plausible destination — if none fits, it creates the task as standalone (no board or column). It always tells you where it created it so you can correct it ("I moved it to Home/Repairs").
• From a page: inside the editor, open the floating block bar and tap Create board or Create reminder list. Individual tasks aren't created inline inside pages — they're created from a board or standalone.
• From a board: inside a column, the "+" button creates a new card. Cards are real tasks — tap the card and you enter the full detail.

You can also see all your pending tasks globally from Upcoming tasks on the Administration dashboard, grouped by Overdue / Today / Tomorrow / This week / Later / No date.

Fields

Each task has:

Field	Notes
Title	Multiline text editable inline on the detail screen.
Description	Editor with headings, lists, quotes, code, etc. Same engine as pages.
Status	To do, In progress, Done. Changed from the properties card. The Status row is the only place — there's no checkbox in the header (intentional, to avoid confusing it with a destructive act).
Priority	No priority, Low, Medium, High, Urgent.
Due date	Date picker. Appears in the Upcoming tasks dashboard list grouped by bucket.
Assignee	A contact from your unified directory. The same contact can be assignee here and a counterparty on a Money expense.
Subtasks	Dedicated section in the detail (they are not inline blocks of the description — they're real tasks with their own row). Each subtask inherits context from the parent task (board, column).

Boards

A board is a kanban view with columns. By default, when you create one a To do column is generated, but columns are editable — you can add as many as you need (In progress, Done, Blocked, whatever) and reorder or rename them.

Boards can hang from:

• A page — they render as an embedded inline card.
• A Space directly — useful when the board is the main content of that workspace.

Boards also have a short description. Like with Spaces, the agent reads it to resolve ambiguity when you ask it to create a task without saying where — if your Repairs board has the description "Pending fixes at the house: plumbing, electricity", the agent uses it to pick that board when you say "create a task to fix the faucet".

Drag-and-drop: long-press on a task card and drag it to another column. The destination column highlights with a primary border while the card is floating. Releasing drops the task in the last position of the new column.

Contextual actions

Long-press on a task in any listing (dashboard, board, embedded page) opens an iOS 26 liquid glass menu with:

• Mark as done / Mark as pending (smart toggle based on status)
• Open — navigates to the detail
• Delete (destructive action, in red)

From the task detail, the "···" button in the header opens the same menu with the Delete option (with confirmation dialog).

Via chat

The agent can create, move, assign, reschedule, complete and delete tasks, and also create and edit boards and columns. Examples:

• "create an urgent task for tomorrow: review contract"
• "move 'call the bank' to In progress"
• "assign 'buy gift' to my sister"
• "delete the task to paint the wall"
• "find me tasks with 'meeting' in the title"
• "create a 'Moving' board in my Personal Space with columns Pack / Move / Unpack"

How it relates to the rest

• The calendar automatically shows tasks with due dates as virtual events.
• Money can show expenses linked to a task's assignee (via the shared contact directory).
• System notifications alert you when a task hits its due date, configurable globally from Notifications.