Task Management

By default, tasks created in Trevor AI are stored internally on Trevor AI's servers and can only be accessed via Trevor AI. Alternatively, you can seamlessly connect multiple task managers in combination with Trevor's internal task system, as explained in Task Integrations.

Task Lists

Each task belongs to a list. You can manage your lists via the Task Hub's overflow menu (three dots icon in the top-right corner), which includes options to Edit Lists (hide, reorder, and edit existing lists) and Add List.

Creating & Editing Lists

  • Create a new list, by choosing its name and color
  • Edit a list's title and color
  • Delete a list and all of its tasks permanently
  • Add notes to a list, once you open that list in the Task Hub

Visibility & Defaults

  • Show/hide a list. Hidden lists are simply not shown in the Task Hub.
  • Set a Default List via the Starred icon. New tasks will be added to the default list, unless another list is specified.

Scheduling Settings

  • Override Scheduling Calendar. Tasks from that list will be scheduled in the chosen scheduling calendar (optional).
  • Link to Scheduling Block. AI scheduling features will respect the connected scheduling block, as defined in Account Settings (optional).

Sharing Lists

You can share any Trevor AI list with other users for real-time collaboration. To share a list, click the Share icon next to the list name (in the Task Hub or in Edit Lists), then open Sharing Settings. From the share dialog you can:

  • Invite collaborators by entering their email address and clicking Send Invite. The invitee receives an email and can accept or decline the invitation from within Trevor AI.
  • View current members — each member is shown with an "owner" or "pending" badge.
  • Remove collaborators by clicking the delete icon next to their name.

All collaborators in a shared task list can:

  • View, edit, and delete tasks
  • Assign tasks to any collaborator
  • Schedule tasks for themselves

Team Scheduling

The list owner can enable Share tasks scheduling state from the share dialog. This allows collaborators to:

  • View teammates' schedules with task details
  • Schedule and unschedule tasks for team members
  • Complete, uncomplete, or partially complete (as unfinished) scheduled tasks

Shared calendar required

Both sides must have access to the same calendar where the shared tasks are scheduled. You can either connect that calendar via Settings or use the Share Calendar features of your calendar provider.

Example use-case: A personal assistant managing a professional's schedule; A teacher assigning and scheduling the homework for their students; A small team collaborating on a project.

Not yet supported:

  • Viewing progress reports or analytics for collaborators

Syncing Lists

Tasks

Creating Tasks

From the Task Hub:

  • Create tasks from the Add New Tasks Panel at the bottom of the Task Hub
  • Assign to a specific list using the # button or by typing # in the title field
  • Define a date and/or time using natural language to create a scheduled task directly (e.g. "Review budget tomorrow at 2pm")

From the Calendar:

  • Click on an empty time slot to create a task already scheduled at that time, or drag to select a time range to also define the duration
  • Assign to a specific list using # in the title field

From the AI Chat Assistant:

  • Create tasks with natural language (e.g. "Add a task called Weekly review, 1 hour, due Friday")

Editing Tasks

  • Edit a task's title by clicking on it
  • Assign a duration for each task. Trevor AI assigns a predicted duration automatically, which you can easily override. It's visible in the task container as [30min][2h][All-day]
  • Write a note, via the expand button

Organizing Tasks

  • Move to another list, via the expand button
  • Drag to reorder tasks, only in an opened list
  • Assign a task to a collaborator, only in shared lists

Scheduling Tasks

  • Drag & drop a task from the Task Hub into your calendar
  • Schedule via suggestions from the scheduling icon : pick a relative date (Today, Tomorrow, Next Week, etc.) to schedule as an all-day event, or use AI-powered suggestions that find free time slots in your calendar
  • Set a Due Date from the scheduling icon (Trevor tasks only). If the due date passes without the task being scheduled, it becomes past due.
  • Set Recurrence Rules from the scheduling icon (Trevor tasks only)
  • Add to Scheduling Queue from the scheduling icon

Task Priority

You can assign a priority level to any task. Priorities help you focus on what matters most, and Trevor AI uses them to make smarter scheduling decisions.

Priority Levels

PriorityColorDescription
HighRedMost important — do first
MediumOrangeImportant — do soon
LowBlueCan wait
NoneDefault — no priority set

Priority is shown as a colored flag icon and a colored task checkbox, making it easy to scan your task list at a glance.

How to Set Priority

  • Flag icon — Click the flag icon next to a task (in the expanded task view or in the calendar event drawer) to open the priority selector. Click a level to set it; click the same level again to clear it.
  • Right-click the checkbox — Right-click (or long-press on mobile) a task's checkbox to quickly set priority from a context menu.
  • AI Chat — Say "Mark my task as high priority" or "Add an urgent task: Fix login bug, due today".

Priority and Integrations

  • Todoist — Priority syncs both ways in real time. Changes in Trevor update Todoist, and vice versa. See Todoist integration for details.
  • Google Tasks, Microsoft To Do — These services don't support priority natively, so priority is stored locally in Trevor AI only and won't appear in the external app.
  • Trevor AI tasks — Priority is stored in Trevor AI.

Priority and AI Planning

Priority directly influences how Plan My Day schedules your tasks:

  • Simple (Sequential) strategy — Tasks are considered in order of priority (highest first), then by due date. Higher-priority tasks are tried first, but the final schedule also depends on task durations and calendar availability — a lower-priority task may appear earlier if it fits an open slot that the higher-priority one doesn't.
  • Adaptive (AI-Powered) strategy — Priority is one of several scoring factors. Higher-priority tasks receive a boost in the scheduling algorithm, alongside predicted timing, due date urgency, task duration, and calendar availability.

The AI Chat Assistant also uses priority — you can filter tasks by priority (e.g., "Show me all urgent tasks", "List high priority tasks due this week") and set priority when creating or editing tasks.

Completing & Deleting Tasks

  • Mark a task as completed via its checkbox on the left
  • Delete the task, via the expand button

Try it with AI Chat

Say: "Add a task called Weekly review, 1 hour, due Friday" — the AI Chat Assistant can create, edit, complete, and search tasks with natural language.

Task Integrations

All task integrations are synced both ways and in real-time. Task management happens mostly in the Task Hub component, located on the left side of the interface.

See the Integrations page for details on each supported task integration.

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