The Tasks tab in Chat lets you follow and join task discussions without opening each task. It lists the tasks from the projects you're a member of, with the discussions you follow at the top.

Chat's Tasks tab with tasks from the Marketing Campaign and Website Care Plan projects, and the Design landing page discussion open with a comment from Marcus Lee

Which tasks are listed

  • Tasks from every project you're an active member of. Projects that are archived, or where your membership has Disabled Project Access ticked, are left out. This applies to Admins too: they only see tasks from projects they're a member of. To add someone to a project, see managing project membership.
  • Tasks of any status, including completed ones. The coloured icon shows the current status; point at it to see the status name. Subtasks show their parent task first, as Parent task > Subtask.
  • Under the task title is its project. Type in Search to find a task by its title or its project's name.

The order of the list

  1. Tasks you follow that have comments. The newest comment comes first, and a new comment moves the task to the top. A number shows how many comments you haven't read. You're notified about new comments on these tasks.
  2. Tasks you don't follow that have comments, sorted by their latest comment. You aren't notified about these.
  3. Tasks without comments, whether you follow them or not, with the most recently updated first.

You follow a task automatically when you create it, when it's assigned to you, when you comment on it and when someone @mentions you in it. See task followers. To choose how you're notified, see notification settings.

Discuss a task from Chat

Click a task to open its discussion. Anything you post there is added to the task as a comment, and you become a follower, so the task moves into the first group. You can @mention people, attach files, reply, react, and edit or delete your own comments, as in any chat.

  • Open Task in the ⋮ menu at the top opens the full task, for example to change its status. Copy Task ID copies its number.
  • To post, you need the Comment task permission on the project. Admins can comment on any task.
  • Comments posted from Chat are never internal notes, so external contacts on the project can see them. Team members see internal notes in the Tasks tab, highlighted, but can't reply to them there. To post an internal note, open the task. See task discussions.

The Tasks tab is also in the Avaza Chat apps for phones and computers.

Who sees the Tasks tab

You need access to Chat (the Admin or Chat User role). The Tasks tab is then shown to Admins, Project Collaborators and Portfolio Managers.

External contacts see it when they have the Project Collaborator role as well as Chat User. Tasks set to Team Only are never listed for them, and internal notes are hidden. See hide tasks from external contacts and chat for external contacts.