Creating Tasks

Please watch the video below for an overview of the basic behaviors and features of Sunsama tasks.

Task overview

Tasks are the building blocks of your Sunsama. They represent the things you plan to work on every day. They can come from many sources and they can be timed, scheduled, and completed.

Creating tasks

Tasks can come from several places.

You can create tasks by clicking the "Add task" button, or keyboard shortcut A.

You can also import todos from your integrated tools in the right hand panel, such as meetings on the calendar, emails, or Linear tickets.

The "add task" modal and directives

While in the add task modal, you can create a rich and accurate task, complete with channel, planned time, and more.

Click on the different buttons on the bottom row of the add task modal to change and assign these properties, or use keyboard shortcuts:

• > to "merge" this eventual task into another, essentially creating a subtask. Select a task to create this subtask within.
• @ to assign the start date. This is the day's task list the task will appear on. Example: @next week or @Friday or @July12. Hit enter to select the start date.
• ~ to assign a planned time if the AI suggestion is inaccurate. Example: ~30min. Hit enter to select the planned time.
• # to assign the task to a channel if the AI suggestion is inaccurate. Hit enter to select the channel.
• $ to align the task with one of your weekly objectives. Hit enter to select the objective.
• CMD/Ctrl Shift up-arrow or CMD/Ctrl Shift down-arrow to create the task at the top or bottom of your task list.

Hit Enter to finish creating the task, or CMD/Ctrl Enter to create and open the task, if you want to immediately begin working on it or adding notes to it.

Task properties

Tasks have several properties including:

• Notes: use this section of a task to write notes that help you organize your thoughts and your progress of the task. The notes of a task can have rich text formatting.
• Subtasks: use subtasks to break a task into smaller parts. Subtasks can be timed and completed.
• Planned time: the estimated amount of time you plan to work on this task today.
• Actual time: the actual amount of time you spend on the task. This can be logged manually, automatically, or by using the task timer.
• Channel: assign channels to tasks to organize them into categories.

Recurring tasks

Create recurring task series for routine work that you do every day, once a week, or regularly. To do so, create the task as you want it, click on it, click the three dot "other actions" button, and click "Repeat". You'll then configure how you want the task to repeat. More information on recurring tasks here.

Completing tasks

When you are finished with a task, check it off by clicking it's checkmark circle, or with keyboard shortcut C.

Understanding Rollover

Any tasks that are left incomplete will automatically rollover to tomorrow's task list at midnight. This ensures you will not lose tasks that you did not complete; tomorrow you will see yesterday's incomplete tasks in today's task list.

The Archive can be used to "capture" tasks that roll over as incomplete several consecutive days, so these tasks do not clutter up your task lists.

You can tell a task has rolled over if it has a symbol that is a number inside a circle, indicating how many days it has rolled over consecutively.

Check out this beginner's guide to understanding task rollover for more in depth explanation.