Task Management

By default, tasks created in Trevor AI are stored internally on Trevor AI's servers and can only be accessible 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 from the top right icon in the Task Hub, allowing you to:

• Create a new list, by choosing it's name and color
• Edit a list's title and color
• Delete a list and all of it's tasks permanently
• 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.
• 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).
• Share a list with another user - sends an invite via email (optional).
• Sync task lists from Task Integrations, including Todoist filters.
• Add notes to a list, once you open that list in the Task Hub.

Shared Task Lists

All collaborators in a shared task list can:

• Manage tasks
• Assign tasks
• Schedule tasks for themselves

Team Scheduling

The owner of the shared list can optionally enable Team Scheduling, via the share dialog, enabling you to:

• View your teammates' schedules with task details
• Scheduling and unscheduling tasks for team members
• Completing, uncompleting or partially completing (as unfinished) scheduled tasks.

Important: 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

Tasks

Tasks in Trevor AI are handled similar to traditional to-do lists. You can easily:

• Create tasks from the Add New Tasks Panel
• Edit task's title by clicking on it.
• Mark a task as completed via it's checkbox on the left
• Move to another List, via the expand button
• Delete the task, via the expand button
• Write a note, via the expand button
• Assign a task, only in shared lists
• Drag to reorder tasks, only in an opened list

In addition to those traditional features, you can:

• 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]
• Drag & drop it in your schedule
• Schedule it via Smart Suggestions and Quick suggestions from it's scheduling icon
• Set a Due Date from it's scheduling icon
• Set Recurrence Rules from it's scheduling icon
• Add to Scheduling Queue from it's scheduling icon

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.

We plan to eventually integrate with most of the popular task management apps. This is the currently available list of integrations:

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