> For the complete documentation index, see [llms.txt](https://help.jurisphere.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.jurisphere.ai/projects/task-management.md).

# Task Management

Jurisphere's **Task Management** feature lets you assign, track, and resolve action items directly within your projects, all without ever leaving the platform. Tasks can be created standalone from the Tasks section, or generated directly from your Research and Document Review threads, so nothing useful gets lost in conversation.

{% hint style="success" icon="people-line" %}
Automatic document and context transfer simplifies team coordination, giving assignees clear visibility into their tasks and project leads a clear view of team workload and project timelines.
{% endhint %}

***

## Creating a Task

{% stepper %}
{% step %}

### Navigate to Tasks

* From the left navigation pane, click **Tasks**. At the top of the page, choose whether you want to view and see tasks for your **Current project** or **All projects**.
* Click <kbd>**+ New Task**</kbd> in the top right corner.
  {% endstep %}

{% step %}

### Fill in the task details

A **Create New Task** panel will slide in from the right. Fill in the following:

<table><thead><tr><th>Field</th><th width="395.87890625">Description</th><th>Required</th></tr></thead><tbody><tr><td><strong>Task Title</strong></td><td>A short, clear name for the task</td><td>Mandatory</td></tr><tr><td><strong>Assignee</strong></td><td>Search by name or email. You can only assign tasks to members who are part of that particular project. If you are the only member of a project, you will only be able to assign the task to yourself</td><td>Mandatory</td></tr><tr><td><strong>Description</strong></td><td>Add any additional detail or context for the task</td><td>Optional</td></tr><tr><td><strong>Due Date</strong></td><td>Set a deadline using the date picker</td><td>Optional</td></tr></tbody></table>

Once filled in, click **Create Task**.

{% hint style="info" %}
The assignee will receive an **email notification** as soon as a task is created and assigned to them.
{% endhint %}
{% endstep %}
{% endstepper %}

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2zbn28n79AjHkgxNqfPb%2Fuploads%2FRObgnqW1rmskq4ug1PEj%2FTask%20Management.mp4?alt=media&token=43d0a534-74f1-478d-96df-07cdd6b21242>" %}

***

## Viewing Your Tasks

Once tasks have been created, head back to the **Tasks** section to view them under two tabs:

* **Assigned to me** - tasks that have been assigned to you by yourself or others
* **Created by me** - tasks that you have created, regardless of who they are assigned to

You can further narrow down your task list using the **Filters** panel on the right, which lets you filter by status.

<figure><img src="/files/aHH3lHRR6EbxtHg3wchC" alt=""><figcaption></figcaption></figure>

***

## Managing a Task

Click on any task from your list to open its detail view. From here, you can:

* **Add comments** - leave updates, progress notes, or additional instructions in the comment box at the bottom of the task
* **Edit the task** - click **Edit** in the top right to reopen the task panel, where you can update the title, description, due date, or change the assignee
* **Update the status** - click the **Status** dropdown in the Properties panel on the right to move the task between Todo, In Progress, Done, or Cancelled
* **Delete the task** - click the <img src="/files/32JrBaFJAfu0pdEA2ZJx" alt="" data-size="line"> (three dots) menu in the top right and select **Delete task**

The Properties panel on the right also displays the task's **Assignee**, **Creator**, **Due** date, **Created** and **Last Updated** timestamps, and a running **Activity** log of all actions taken on the task.

<figure><img src="/files/QflNMXq6s1a74pHajmdD" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Whenever a task's status is updated, the relevant team member, who created the task, will receive an **email notification**.
{% endhint %}

## Creating a Task from a Thread

You don't need to leave your Research or Document Review work to create a task - Jurisphere lets you turn any thread or specific output into an actionable task on the spot.

{% stepper %}
{% step %}

### Option 1: Assign an entire thread

While working on a Research or Document Review thread, click **Assign Thread** in the top right corner of the page. This opens the same **Create New Task** panel, fill in the task details and assign it to anyone within the project. The assignee will receive an email notification with the task and a link back to the relevant thread.

<figure><img src="/files/5KydrSILHRjcDQL60LgS" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Option 2: Create a task from selected content

If you want to flag a specific part of the output rather than the whole thread, simply **select the relevant text** in the response. Two options will appear above your selection:

* **Ask Follow-Up** - continue the conversation based on the selected content
* **Create Task** - generate a task based specifically on that selection

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2zbn28n79AjHkgxNqfPb%2Fuploads%2F5TcSU0UqNIQaebDhhPE3%2FSelection%20Task.mp4?alt=media&token=1cb8c31d-d54f-4a68-b24e-5ed959494002>" %}
{% endstep %}
{% endstepper %}

Selecting **Assign/Create Task** opens the same Create New Task panel, allowing you to assign the entire thread or flagged content to any member within the project, with full context of the thread/selected passage carried over automatically.

{% hint style="info" %}
This is especially useful for splitting up review work. For example, flagging a specific clause or precedent from a long research note and assigning it to a colleague for a second look, without needing to copy-paste content into a separate task manually.
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.jurisphere.ai/projects/task-management.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.