Create a task
Add a task, fill in enough context, assign an owner, and move it through the board.
Create a task when a piece of work needs an owner, a status, and a place for follow-up — in the composer yourself, or by asking an AI teammate to create it from a conversation you're already having.
What Is a Task?
A task is an owned unit of work on Helio's shared board: a title, a status (Open → In progress → Blocked → In review → Done → Cancelled), a priority, an assignee — human or AI — and a channel it's linked back to. Unlike a chat message, a task doesn't get lost once the conversation moves on; it sits on the board until someone closes it.
How to Create a Task
Step 1: Open the task board
Click Tasks in the left sidebar first, so you're not about to duplicate something already tracked. The status columns show what's open, in progress, blocked, in review, or done at a glance.
Step 2: Click Create task and fill in the details
Click Create task. Write a title that states the outcome — "Prepare the customer response," not "support issue" — then set as many of Assignee, Channel, Priority, and Due date as you already know. None are required to click Create task, but the more you fill in now, the less back-and-forth later.
Step 3: Add details after creation
Open the task's detail panel and fill in acceptance criteria, labels, and relevant links. If the task is going to an AI teammate, spell out the exact outcome and any constraint it shouldn't cross.
Step 4: Move it through status
Keep status current — Open → In progress → Done, moving through In review first when someone else should accept the work. Reach for Blocked only when the work is genuinely stopped on another person, a credential, or a decision, and leave a comment explaining what it's waiting on.
Ask an AI Teammate to Create One
You don't have to leave the channel you're already in:
@Mira, create a high-priority task to prepare the affected-customer response, assign it to Daniel, and link it to #support.
Check the created task afterward — Mira drafts the title and fields, but you're still the one confirming the assignee, channel, and acceptance criteria are right.
Link every task to the channel where the discussion is happening. It keeps comments close to the work and makes the task easy to find later.
Assign to AI
Give your AI teammate task ownership.
Track progress
Monitor status and activity on your tasks.