Core Features

Tasks

Tasks are the atomic unit of work in WorkWiz. Everything you need to get things done, nothing you don't — rich fields, a clear status workflow, subtasks, comments, time tracking, and AI-powered assistance all in one place.

Creating a task

You can create a task from the global Tasks page or from inside any project. Both entry points open the same creation form with the full set of fields available.

1
Open the Tasks page or a project
Navigate to /tasks from the sidebar for a global view, or open a specific project and switch to its task list. Both surfaces support creating new tasks.
2
Click “+ New Task” or press the keyboard shortcut
The + New Task button appears in the top-right of both the Tasks page and the project task list. You can also press N anywhere in the app (when not focused in a text input) to open the quick-create form.
3
Fill in the title and any relevant fields
Only the title is required. All other fields — project, priority, due date, estimated time, and so on — are optional and can be added at creation time or updated later. See the Task fields section below for a full reference.
4
Click “Create”
The task is saved and immediately visible in your task list. Its initial status is set to BACKLOG unless you change it during creation. You can open the task right away to add subtasks, comments, or attachments.

Task fields

Every task in WorkWiz supports the following fields. Required fields are noted — all others are optional and can be left blank or filled in later.

Field	Type	Description
Title	Text	The name of the task. Required. Keep it concise and action-oriented (e.g. “Write Q3 proposal draft”).
Description	Rich text	A detailed description supporting headings, bullet lists, bold, code blocks, and inline links. Use this for context, acceptance criteria, or reference links.
Project	Select	Associate the task with one of your projects. Tasks without a project appear in the global inbox view.
Client	Select	Link the task to a client record. Useful for billing and reporting. Inherits from the project if a project is selected.
Priority	Enum	LOW / MEDIUM / HIGH / URGENT. URGENT tasks surface on the Dashboard. AI can recommend a priority level based on the task content.
Energy Level	Enum	LOW / MEDIUM / HIGH. How much mental energy the task demands. Helps you schedule deep-work tasks when your energy peaks and lightweight tasks when it dips.
Due Date	Date	The hard deadline for the task. Tasks past their due date with an open status count toward the Overdue stat on your dashboard.
Scheduled Date	Date	The date you plan to work on this task. Tasks scheduled for today appear in Today's Focus on the dashboard.
Start Date	Date	The earliest date work should begin. Useful for tasks that cannot be started until a dependency is resolved or a date is reached.
Estimated Time	Minutes	Your estimate of how long the task will take, in minutes. Used by the AI for quick-win suggestions and for comparing estimated vs. actual time in time tracking.
Status	Enum	The current state of the task in the workflow. See the Status workflow section for the full transition model.
Tags	Multi-select	Color-coded labels scoped to your workspace. Use tags to group tasks across projects (e.g. “design”, “content”, “bug”). Tags are filterable on the Tasks page.

Task status workflow

Every task moves through a defined set of statuses. The workflow is linear by default but you can jump between any statuses at any time — WorkWiz does not enforce transitions, giving you flexibility while still providing structure.

Status	Meaning
BACKLOG	Captured but not yet ready to work on. Use this for ideas, future work, or tasks awaiting more information.
TODO	Ready to start. All information is in place and the task can be picked up at any time.
IN_PROGRESS	Actively being worked on right now. Only one or a small number of tasks should typically be in this state at once.
BLOCKED	Work cannot continue until an external dependency is resolved. Add a comment explaining what the blocker is so your team or future self knows what is needed.
DONE	Completed. The task counts toward the “Completed This Week” stat on your dashboard and is removed from active views by default.
CANCELLED	No longer needed. Preserved in history for reference but excluded from all active counts and views.

The Kanban board view on the Tasks page uses these statuses as columns, letting you drag tasks between states visually. The list view and task detail view both show a status picker for quick updates.

Subtasks

Any task can contain an unlimited number of subtasks. Subtasks are nested directly beneath their parent task and are treated as independent work items — each can be completed on its own without marking the parent done.

What subtasks support

Independent completion — check off subtasks one by one
Their own assignees — delegate specific sub-items to different team members
A title and optional description
Completion progress is reflected on the parent task as a fraction (e.g. 3/5 subtasks done)

Adding a subtask

1
Open a task detail view
Click on any task from the list or Kanban board to open its full detail panel.
2
Click “Add subtask”
The Add subtask button appears in the Subtasks section of the task detail view. Click it to open an inline input for the subtask title.
3
Enter the subtask title and press Enter
The subtask is saved immediately. You can then click on it to assign it, add a description, or mark it complete.

Comments & activity

Comments

Every task has a comments thread visible in its detail view. Comments are attributed to the user who wrote them and display a timestamp. Use comments to discuss context, flag questions, or leave notes for collaborators. Comments support plain text and basic formatting.

Task history

WorkWiz maintains an immutable audit trail for every task. Every time a field is changed — status updated, priority adjusted, due date moved — the change is recorded in the task history with the acting user's name and a timestamp. This log is always available in the task detail view under the History tab.

Task history is read-only — all changes are automatically recorded and cannot be deleted. This ensures a complete and trustworthy audit trail for every task in your workspace.

Time tracking

WorkWiz lets you log time sessions directly against a task so you can track how long work actually takes and compare it to your estimate.

To log a session, open a task detail view and click Log time in the Time Tracking section. Enter a start time and end time (or use the built-in timer to track in real time) and save the session. Each session is stored individually so you have a full record of when work happened.

The task detail view shows:

Total time logged across all sessions
Estimated time set on the task, alongside the logged total, so you can see if you're over or under
A list of individual sessions with their start/end times

Task templates

If you find yourself creating the same type of task repeatedly — a weekly client update, a bug report checklist, a content production workflow — you can save any task configuration as a reusable template.

Templates capture the full task structure, including:

Title prefix and description
Priority, energy level, and estimated time
Subtask list (with titles and assignee roles)
Tags

To save a template, open any task, click the overflow menu (⋯), and select Save as template. Give the template a name and it will be available workspace-wide whenever you create a new task by selecting Use template in the creation form.

Templates are especially powerful when combined with subtasks. Build out a full checklist once, save it as a template, and spin up a complete structured task in seconds every time you need it.

AI features Pro Business

WorkWiz's AI co-pilot integrates directly into the task detail view to help you work faster and more intentionally. All AI features are accessed from the task detail panel using the Ask AI button or the dedicated AI panel.

AI can do three things directly in a task: generate a detailed description from just the task title, suggest a list of subtasks to break the work into actionable steps, and recommend a priority level based on the task content and your current workload. Access all three from the task detail view — no separate setup required.

Generate description

Enter a task title, click Generate description, and the AI will write a structured description covering the goal, context, and suggested acceptance criteria. You can edit the result freely before saving.

Suggest subtasks

Click Suggest subtasks and the AI will analyse the task title and description and propose a list of concrete sub-items. Review the suggestions, select the ones that apply, and they are added to the task with a single click.

Recommend priority

If you're unsure how to prioritize a task, click Recommend priority. The AI considers the task content, due date, and your current workload to suggest the most appropriate priority level, with a brief explanation of its reasoning.