Task Management

Raven Docs integrates task management directly with your documentation, keeping work items in context.

Task Basics

Creating Tasks

From a page:

1. Type /task in the editor
2. Fill in the task details
3. Task links automatically to the page

From Tasks view:

1. Click Tasks in sidebar
2. Click + New Task
3. Optionally link to a page

Keyboard shortcut: Cmd/Ctrl + Shift + T creates a task from selected text

Task Properties

Property	Description	Required
Title	Short description	Yes
Description	Details (markdown)	No
Assignee	Who's responsible	No
Due Date	Deadline	No
Priority	High / Medium / Low	No
Status	Todo / In Progress / Done	Yes
Project	Parent project	No
Labels	Custom tags	No

Projects

Group related tasks into projects:

Creating a Project

const project = await client.projects.create({
  workspaceId: 'ws_123',
  spaceId: 'space_456',
  name: 'Website Redesign',
  description: 'Q1 website refresh project',
});

Project Structure

Workflows

Daily Standup

1. Open My Tasks view
2. Review tasks due today
3. Update status as you work
4. Use triage buckets for quick sorting

Weekly Planning

1. Review All Tasks with "No Due Date" filter
2. Prioritize and assign due dates
3. Move tasks to appropriate projects
4. Archive completed projects

Sprint Planning

1. Create project for the sprint
2. Add tasks from backlog
3. Assign to team members
4. Set due dates based on sprint end

Views

List View

Traditional task list with:

• Sort by any field
• Filter by status, assignee, project
• Bulk select and update
• Inline editing

Board View

Kanban columns for visual workflow:

Customize columns based on your workflow.

Calendar View

Tasks displayed by due date:

• Drag to reschedule
• See workload distribution
• Identify deadline conflicts

My Tasks

Personal dashboard showing:

• Tasks assigned to you
• Tasks you created
• Overdue tasks highlighted
• Quick filters

Triage Buckets

Quickly categorize tasks without full details:

Bucket	Purpose
Now	Do today
Next	Do this week
Later	Backlog
None	Unsorted

Triage Workflow

1. New tasks go to "None"
2. Daily: Review "None" bucket
3. Move tasks to Now/Next/Later
4. Process "Now" tasks each day

Task Mentions

Reference tasks in documentation:

Before launching, complete @task[Final QA Review].

See @task[Design Mockups] for the latest designs.

This creates bidirectional links:

• Document shows the task
• Task shows which documents mention it

Notifications

Get notified when:

• Assigned a task
• Task you're watching is updated
• Due date approaching
• Task is mentioned

Configure in Settings → Notifications.

Integrations

Slack Integration

• Create tasks from Slack with /raven task
• Get task notifications in channels
• Update tasks from Slack

GitHub Integration

• Link tasks to PRs and issues
• Auto-update status when PR merges
• See code activity on tasks

Best Practices

Creating Good Tasks

Good task:

"Add rate limiting to /api/users endpoint - max 100 req/min"

Poor task:

"Fix API"

Include:

• Specific action verb
• Clear scope
• Acceptance criteria when needed

Task Hygiene

1. Review weekly - Close completed tasks
2. Break down large tasks - Keep tasks small
3. Use projects - Group related work
4. Assign owners - Every task needs someone responsible
5. Set realistic due dates - Don't over-commit

Team Conventions

Establish team agreements:

• When to create tasks vs. just do it
• Required fields (e.g., always set priority)
• Review/approval workflows
• Archive policy

API Reference

// List tasks
const tasks = await client.tasks.list({
  workspaceId: 'ws_123',
  status: 'todo',
  assigneeId: 'user_456',
});

// Create task
const task = await client.tasks.create({
  workspaceId: 'ws_123',
  title: 'Review documentation',
  assigneeId: 'user_456',
  dueDate: '2025-02-01',
  priority: 'high',
});

// Update task
await client.tasks.update({
  taskId: 'task_123',
  workspaceId: 'ws_456',
  status: 'in_progress',
});

Related

• Tasks Concept - Core concepts
• Tasks API - API reference