Automated Task Creation & Management

What is Task Management in cortx?

Tasks in cortx are actionable units of work that help teams organize, assign, and track progress across projects. Each task can include deadlines, assignees, comments, and related resources—making it easier to execute and monitor work efficiently.

How It Helps

  • Eliminates the need for manual task entry.
  • Provides AI-powered task recommendations.
  • Enables real-time progress tracking.

How to Create and Manage Tasks

You can create tasks in cortx in two ways:

  1. From a Summary: Convert a conversation or meeting summary into a task instantly by clicking on Generate Tasks within the Summarize button.

2. From the Tasks Tab:

  • Navigate to the Tasks Tab from the left sidebar

  • Click New Task and add a Title and Description

  • Set a due date, assign team members, and define priority
  • Link relevant files, docs, or conversations
  • Use status labels like Not Started, In Progress, or Completed to track progress
  • Once done, mark the task as closed

Tip: Keep task details clear and update progress regularly to avoid blockers and keep everyone aligned.

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