Creating tasks from a deal
How tasks work in Ikigai: create them from a deal card or the Tasks page, track statuses and priorities, and work your queue in list or kanban mode.
A task in Ikigai is a concrete to-do with an assignee and, in most cases, a deal behind it. Tasks answer the question "what do I do next on this deal" — so the natural place to create one is the deal card itself, and the natural place to work through them is the Tasks page.
Creating a task
There are two ways to create a task:
- From a deal card — the task inherits the deal attachment automatically, so it always carries client context.
- From the Tasks page — the add bar at the top of the page starts as a single collapsed line ("Add a task…"); click it and the full form expands: Title, description, priority, attachments, due date, and an attach-to-deal picker so the task still lands on the right deal.
A task can also repeat: choose a daily, weekly, or monthly schedule and Ikigai will keep producing the next occurrence. Larger tasks can be split into subtasks — a subtask inherits the parent's deal attachment. Files up to 25 MB (a contract, an invoice, a screenshot) can be attached directly to the task.
Statuses and priorities
| Status | Meaning |
|---|---|
| Assigned | Created and waiting to be started |
| In progress | Someone is actively working on it |
| Done | Completed |
| Cancelled | No longer needed |
Priority is one of Low, Medium, High, or Urgent and is set on the task form.
Working the queue
The Tasks page is your queue. Switch between List and Kanban view modes, and use the scope toggle: "Assigned to me" (your own work), "Assigned by me" (tasks you delegated), or "All" (everything your role allows). Filters cover priority, due date (Overdue, Today, This week, This month, No due date), task type, author, and recurrence — and a combination of filters can be kept as a saved view for one-click access later.
Tasks come in two kinds: Actions (regular to-dos) and Touches (planned client contacts) — the toolbar lets you narrow the queue to either kind.
Start every morning from "Assigned to me" sorted by due date: overdue items surface first, so nothing silently slips.
For lightweight follow-up reminders on contacts and companies — which are deliberately not tasks — see Planning the next touch.
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