Tasks

Last updated on 10 April 2026

Track what needs to be done, who's responsible, and when it's due. Create tasks manually, from notes, or automatically via workflows.

OpsPilot

Track Every Action.

Assign, prioritize, and complete tasks — manually or auto-created by workflows.

Today's Tasks

See open and overdue task counts at a glance from the dashboard.

Open tasks by priority — bar chart showing Low, Medium, High, Urgent

Priority Breakdown

Visual bar chart showing tasks grouped by priority level — Low, Medium, High, Urgent.

Staff tasks table — assignee, open tasks, overdue tasks

Team Workload

Staff tasks table shows each team member's open and overdue task count.

Creating a Task

Click Tasks in the sidebar

Click the Create Task button

Fill in the Title, choose a Priority, set a Due Date, and optionally Assign To a team member

Add a Description with detailed instructions (supports rich text)

Click Save

Task form — title, description, priority, status, assignee, due date offset

Task Form Fields

Every task includes a title, rich-text description, priority level (Low–Urgent), status, assignee, and due date offset.

Priority Levels

Priority	When to Use	Badge
Low	Nice-to-have, no rush	Low
Medium	Should be done soon	Medium
High	Important, needs attention this week	High
Urgent	Drop everything and handle this now	Urgent

Task Statuses

Status	Meaning	Closed?
Pending	Task hasn't been started yet	No
In Progress	Someone is working on it	No
On Hold	Paused — waiting for something	No
Completed	Task is done ?	Yes
Cancelled	Task was cancelled	Yes
Archived	Old task moved to archive	Yes

Your admin can create custom statuses in Settings (e.g., "Waiting for Customer", "Under Review").

Task statuses settings — Pending, In Progress, Completed, Cancelled, On Hold, Archived with Enable/Disable toggles

Built-in Statuses

Six built-in statuses with Open/Closed classification. Disable unused statuses to hide them from forms.

Task Preferences

Configure default assignment, default view (Table/Kanban), dashboard date range, and scheduled workflow timezone.

Table View

The default view shows tasks in a table with columns for title, status, priority, assignee, due date, and created date. Click column headers to sort.

Kanban Board View

Switch to the Kanban view for a visual board — tasks appear as cards organized by status. Drag and drop cards between columns to change their status.

To set the default view for your store, go to Settings ? Task Preferences ? Default View.

Task Timeline

Every task has a timeline that shows its full history — when it was created, every status change, every edit, and if it was created by a workflow (shows which workflow and what triggered it).

Linking Tasks to Notes

Tasks and notes can be connected. When creating a task, search for existing notes to link in the Notes section. You can also convert notes to tasks from the Notes page.

Auto-Created Tasks (From Workflows)

When a workflow has a "Create Task" action, tasks are created automatically. These tasks show an "Auto-created" badge and include a timeline entry showing which workflow created them.

How Workflows Auto-Create Tasks

Set a trigger, define conditions, and let OpsPilot create tasks automatically.

When

Trigger selection — Order created, Checkout abandoned, Inventory level, etc.

Choose Trigger

Select an event: Order created, Checkout abandoned, Inventory level change, and more.

Add Conditions

Filter by order total, tags, financial status, or define custom field paths.

Then

Create Task

Auto-creates a task with title, description, priority, and assignee from template variables.

Filtering & Searching

Filter	Options
Status	Any, Pending, In Progress, Completed, etc.
Priority	Low, Medium, High, Urgent
Assigned To	Specific team member or Unassigned
Due Date	Date range filter
Show	Open tasks, Overdue tasks, All tasks

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