Your tasks

Taskstasks.html

Your private workspace: everything you are working on. Nobody else sees any of it unless you deliberately share a task to a board.

Finding your way around

Signing in brings you here. Every page in the suite has the same top bar, so once you know this one you know all of them:

• The navigation strip, after the STRIDE mark: My Work, Tasks, Notes, Calendar, Team, OKRs, Messages. They are seven entries side by side, not a heading over a group. The page you are on is underlined. On a narrower window the words drop away and the icons stay — My Work, Team, OKRs and Messages lose their labels first, then the rest.
• My Work and Messages go nowhere on their own: each opens something. My Work drops a short menu of the places that are yours — My tasks, Today, Starred, Notes, Calendar, then My team board, My OKRs and Messages, and Help at the foot. Messages opens the Message Center over the page you are on.
• Search, in the middle — or ⌘K. It looks across tasks, notes, people, teams, boards and objectives at once. The box carries the keycap for the keyboard you are on, so a Windows or Linux reader is shown Ctrl+K rather than a key their keyboard does not have.
• Create — a menu, not a button that guesses. Four things in two pairs: Task and Task from email, then Note and Note from a task. On the team board the first reads Personal Task, because the board's own controls make the other kind. On the OKR page a New objective row sits above them.
• Today, with a small ring beside it filling in as you finish the day's work, then Focus, which reads Everything until you narrow every page to one tag — choosing a tag takes you to your task list, since that is where narrowing by tag actually shows you something; clearing it back to Everything stays right where you are. Then refresh, the messages bell, the theme buttons, and your initials in the corner.
• The theme buttons are Dark theme and Light theme, with a third — Custom theme — your own color — appearing wherever there is a custom color to show: one you have saved yourself, or your team's default beneath it. See dark mode and light mode.
• Your initials are the menu. The corner shows a small circle with your initials rather than your name — hover it and it names you — and pressing it opens: your name at the head, then Profile & account, Settings, Configure team… if you administer one, Help, the Admin console if you administer one, and Sign out. There is no separate cog.

The top bar and the three columns under it. The band of figures described below sits between them, across the full width.

Below the bar, this page has four regions:

• A band across the top — your figures, then status chips, then tag chips. Every one of them is a filter. Press one to narrow the list; press it again to clear it. Nothing there is just a number.
• The left column: the task you have selected, and nothing else. Its details, its conversation, and where it lives.
• The middle: your list, with the tabs and controls above it.
• The right: the utility rail — clocks, weather, the month, your quick links.

Every boundary between those can be dragged, and every width is remembered. Either side column can be shut from the tab row's More menu, beside the tabs — Details and Utilities — and a shut one leaves a narrow strip with the button that brings it back. Utilities answers for this page alone: putting the rail away here leaves it exactly as it was on the Calendar, the team board and Notes, and each of those keeps its own set of widgets — see choosing the widgets on each page. Each column scrolls on its own, so reading a long task never carries your list off the screen.

The tabs above the list are My tasks, On team boards, Watching, Emailed tasks and Completed. Looking for your own open tasks that also live on a team board? That used to be its own tab, On boards; it is now the On a board quick filter, pressed from My tasks — the same rule, one press further in rather than a tab of its own. See work of yours that is out on a team board for On team boards, which is easy to confuse with that filter by name but means the opposite: work that is not on this list. Each tab carries a count of what is on it, and Watching carries a second badge beside that count — N late — saying how many of them are past their due date. Two figures rather than one because “12 watched” does not tell you to do anything and “12 watched, 3 of them late” does; the badge is left out altogether when nothing is overdue, so a number there always means something. See tasks you are watching. Emailed tasks turns yellow the moment it is carrying anything, because it is the one tab asking you to make a decision rather than just showing you work — see emailed tasks: mail you did not have to open.

Your list

The tabs, one toolbar row and your own row of quick actions — redesigned 2026-09-11 into a single compact row plus a short strip of chips you choose, replacing the two full-width toolbar rows before it. The groups run down the page as headed sections rather than across it as columns; drag a row into another group to change its due date.

The tab row carries My tasks, On team boards, Watching, Emailed tasks and Completed on the left, and on the right the Comfy/Compact/Minimalist density trio, refresh, and a More menu holding Details and Utilities — the two controls that reshape the page rather than narrow the list. Each control says which way it is right there on the button or in the menu, and pressing it is the way back.

Hide folds the whole filter block, and it sits in that block’s own top-right corner — at the end of the toolbar row, just past Filters & more. It is the same plain word-and-arrow control as Work at a glance's own fold above it (see what the Analytics panel shows), and it works the same way: one press takes the toolbar row, the quick actions strip under it and the hint line beneath them — all three — and leaves a slim bar reading Show, which brings the same three back. The choice is saved with your account, so the page opens the way you left it.

The toolbar is one row, at every width: Add task, which puts a new one under Today — open its arrow for Tomorrow, This Week, Next Week or No date instead; four date chips — Today, Tomorrow, This Week and Next Week — that narrow the list to that group, where the one you press lights up and pressing it again clears it; then Group and Sort, which print what they currently are rather than hiding it behind a word like “View”; and, pushed to the right, one round expand/collapse all toggle and then Filter…. Below 1024px wide the date chips fold into a single button — it names whichever one is on, or Date when none is — that opens the same list as a menu; everything else on the row is unchanged.

The expand/collapse toggle is a single button, not a pair, and it names what the next press will do. It is lit blue while every group is open, and reads Collapse all groups; it goes gray the moment any group is folded — by it, or by that group’s own heading — and then reads Expand all groups. So you never have to read the list to know what pressing it will do. It acts on the groups you are actually looking at, which is why it sits beside Group’s own answer: regroup by status or by tag and the next press folds those sections instead of the dates. It is not drawn at all when there is nothing to fold, and it stays beside Filter… when you press Hide. Which groups you leave folded is saved with your account.

A fifth chip appears when you are looking at one exact date. In the calendar widget in the utility rail, dates with open tasks are shown in bold; press one and a small panel lists what is due that day, with two buttons at the bottom. View tasks brings you here with the list narrowed to that single day, and Open Calendar opens the week that day falls in; Esc closes the panel without going anywhere, and a date with nothing due opens no panel at all. Arriving from View tasks, the date sits with the other chips, lit the same way — press it to clear. Clear filters names it too, so a short list is never a mystery. Below 1024px wide it folds into the same button as the others, which then names the date, and its menu carries a row to clear it.

Filter… holds the three long lists, at every width. Open it for Status, Tags and Assignee — each a section listing what is actually in play on your own work, with what you have chosen ticked. Assignee appears once somebody's name is on a task you can see; a section with nothing in it is left out rather than shown empty. The button itself carries a count of how many filters are on, and that count includes the ones set from outside this menu — the chips below, the figures above, and your Focus tag from the top bar if one is set, since all of those narrow the same list. The two controls for your own quick actions strip live here too — Choose quick actions… and Hide/Show quick actions — with Clear the filters at the bottom once something is narrowing the list.

The short switches are chips, not menu entries — Starred, On a board, Not on a board, Overdue, No date, Has an assignee, No assignee and Done this week. They sit in the quick actions strip under the toolbar, where they are one click rather than two, and the same cuts are on the Work-at-a-glance figures above the columns. They used to be listed in this menu as well; a switch in two places is two controls to keep in step, so the menu now holds only the sections that are too long to be chips. If a chip you want is not on the strip, put it back from Choose quick actions… in this same menu — nothing was retired, only moved to where it is quicker to reach.

Board remembers your choice. Pick On a board or Not on a board from the chips below and it saves to your account: it is still applied the next time you open Tasks, on this device or any other you sign into. It stays visibly on — the chip is lit and the Filter… button counts it — so a narrowed list is never mistaken for a missing one. Every other quick action is remembered the same way; pressing it again, or Clear the filters, turns it off for good until you choose it again.

Your own row of quick actions

Under the toolbar, a short strip of chips you choose: Quick Actions:, then whichever you have picked. Out of the box that is Starred, On a board and Not on a board; pick your own from Choose quick actions…, in Filter… above, which is also where Hide quick actions and Show quick actions live now. Add task and the Tomorrow jump are never offered here even if you pick them — the toolbar above already carries both permanently, and a strip repeating a button a few pixels away would be one control doing the same thing twice. A line under the strip says once, where you land, that a single click only peeks and a double click (or Enter) opens the full task.

This strip is also the one thing Focused leaves in reach: folding Work at a glance, the toolbar row and the utility rail still leaves these chips on screen, because they narrow the very list Focused is trying to show you more of. The plain Hide/Show at the end of the toolbar row is not the same distinction — that one folds this strip along with the rest.

Minimalist — when you only want the work

Minimalist is the third button beside Comfy and Compact, and it is a different shape of the same page rather than a different page. Nothing is removed from the product and nothing is hidden from you: the same tasks, the same permissions, the same everything you can do. What changes is what is on screen while you do it.

• A lean strip of navigation takes the place of the utility rail, so the clock, the weather and the month step aside.
• The list is at its densest — one line per task, the most work visible at once.
• The task you are on sits beside the list rather than across the page from it, so your eye travels less between the two.
• Open the full task still opens the full editor, and closing it puts you back exactly where you were. So does a double click on a row — it used to select-only here, on the reasoning that the panel beside the list already shows the task and a window over it would waste the arrangement you chose Minimalist for. That carve-out is gone: a double click is a deliberate gesture, not the accidental single click it was protecting against, so it opens the full task in Minimalist exactly as it does in Comfy and Compact. The panel's own expand icon still opens it too.

Your density is not lost while you are in it. Comfy and Compact are remembered separately, so pressing either one leaves Minimalist and returns the page to the density you had chosen. That is also why neither of them looks selected while Minimalist is on — neither is what you are looking at.

It applies to this page only. Notes, the Calendar and team boards keep their own Comfy or Compact, untouched. And it is a desktop arrangement: on a phone you are on the mobile app, which has its own layout.

Tasks are grouped by when they are due, not by status — Overdue, No date, Today, Tomorrow, This Week, Next Week, In 2 Weeks. You never file a task into a column: it moves itself as its due date approaches.

No date holds the work you have not scheduled. It used to sit in Today, which meant Today was padded with everything you had ever jotted down and the Due today figure counted it. Not having decided when something happens is a real answer, so it has its own group — above Today, because it is worth looking at before you start on the day, and below Overdue, because nothing here is late. It is not colored like Overdue for the same reason. The group disappears when nothing is in it.

• Drag a card to another group to change its due date. That is what the drag does — there is no separate "position". Dropping into Today sets the due date to today.
• Drag one into No date to clear its due date — or right-click the card and pick No date, which is the first entry in Move to… because it is the only one that takes a date away instead of moving it. Adding a task straight into the group leaves it undated too.
• Click a group’s heading to fold that group away. The arrow beside the name points down when the group is open and right when it is shut, and the count stays either way, so a folded group still says how much is in it. Which groups you leave folded is saved with your account. To fold or unfold them all at once, use the expand/collapse all toggle on the toolbar, just left of Filter…; Group’s own menu carries Expand every group and Collapse every group as well.
• A search opens a folded group that has matches in it — for as long as the search lasts. Your own folds are not lost: clear the search and the groups you had shut are shut again.
• The colored pill on each card is its status. Change it straight from the card.
• The star marks a task as important; the tick completes it.

Ticked something by mistake? There is a way back. Completing a task takes it off the board — that is what completing means — so a short Undo appears at the bottom of the screen for a few seconds after you do it. Pressing it puts the task back exactly as it was: the same status, and the same due date. That is different from reopening a completed task from the Completed tab, which brings it back due today, because that is you deciding to pick the work up again rather than correcting a click.

The app remembers which tab you were on, and comes back to it next time.

Editing a task

The Task details panel, docked down the left of the page. The row of icons along the top is star, complete and delete, then more actions, open the full task, let go of this task, and collapse the panel.

Click any card and it opens in the Task details panel down the left of the page — not in a window over the top of your work, so the list stays where it was. With nothing selected the panel says Nothing selected and keeps its heading, so an empty column never reads as something that has gone wrong.

Double click a row, in any density, to open the full task editor — a single click never does, so a glance at a row never pops a window over the page you were reading. A one-time hint reading Double click for full detail appears once above the list to say so. Enter, the row's … menu (Open the full task) and right-click all open it too; only the single click is select-only.

The panel has three tabs, and the app remembers which one you were last on:

• Details — status, due date, owner and assignee. Directly under those comes Draft follow-up… on its own — or, on a task that arrived by email, the card showing that message with Draft follow-up… inside it, next to Read the email. Then the description, with Collaborators & Tags folded above it and Links, repeat and files folded underneath. Both folds remember whether you left them open, with your account, so they come back the way you left them next time you sign in — on this device or another. Collaborators & Tags starts closed, and says who and what is on the task on its own line while it is (1 collaborator · Platform · Q3), so closing it never hides the answer.
• Comments — the comments on this task, and the box to add one. The tab carries the number when there are any (Comments (3)) and reads plainly as Comments when there are none. See comments, mentions and messages.
• Where it lives — which team board it is on, the outcome it supports, where it came from, and its history. See sharing a task to a board.

They are real tabs: Tab reaches the strip once and the left and right arrows move between them.

There is no Save button — and the panel says so

Every field in this panel saves itself. Change the status, pick a due date, choose an owner or type into the description and the change is stored a moment later; there is no Save button to look for, because there is nothing waiting to be pressed.

A line at the bottom of the panel tells you where a change has got to, so you never have to guess:

• Changes save as you type — nothing is pending.
• Saving…, with three moving dots — the change is on its way.
• All changes saved, in green, with the time — it is stored. The time is there so you can tell the save you just made from the one before it.
• A message in red saying your last change was not saved — the words are still on screen and nothing has been lost. Check your connection and edit the field again.

It stays until it is no longer true. The confirmation does not fade after a couple of seconds, so you cannot miss it by looking away; it changes when you next edit something. The same line appears on a team board task, which auto-saves the same way — see editing a task on a board.

The full task editor says it too. Opening a task in full — the larger editor that the expand icon gives you, and the same one the team board opens — carries the identical line, so wherever you are editing from, the answer to “did that save?” is in the same place and in the same words. It still shows the task's Updated date beside it; that is when the task last changed, which is a different fact from whether the keystroke you just made is stored.

Above the tabs is the task's title, which you edit in place — Enter commits it and Escape puts back what was there. Above that is a row of icon buttons: star, complete (which becomes Reopen on a finished task) and delete, then more actions — the same menu the row's … opens, so printing and everything else is here too — open the full task, close, which lets go of the task without putting the panel away, and collapse, which puts the panel away and gives its width to the list. Those last two look alike and are not the same thing.

• Description is a rich-text field — it is headed Notes on this task — with the same formatting bar the notes editor has. Paste an email straight in — tables, lists and formatting survive.
• Copying out of it gives you plain text. Text copied from a description, a note or an update lands in Word, Outlook or anywhere else as words and line breaks — not carrying this app's fonts, colors and list styling with it. Pasting in is unchanged, so an email you paste still keeps its formatting.
• Tags are yours to define, with your own colors.
• Attachments have a size limit per file, and it is written under the dropzone so you can see it before you choose anything. That figure is the one that applies to you: a system administrator sets the limit, so it is not the same everywhere and it can change. Anything larger is refused by the server as well as by the page, so a file that is too big is turned away rather than half-uploaded, and the message says how big it actually was — whichever of the two turned it away. If an upload fails for some other reason — your sign-in has expired, the connection dropped, the file is already there — the message says which, and what to do about it, rather than only that it did not work. Attachments can be opened by anyone who can already see the whole task — you, anyone the task is assigned to, and anyone on a board it is shared to — and links to them expire after an hour.
• Where it lives is the tab that puts the task on a team board — see sharing a task to a board.

Work you have not scheduled: the No date switch. This one is in the full task editor rather than in the side panel — open it with the expand icon, or meet it on a team board. Under the due-date field is a small switch marked No date. Turn it on and the task's due date is cleared and the field itself reads No date — the card moves into the No date group and out of whatever date group it was in. Turn it off and the field is yours to fill in again; it does not guess a date for you.

Turning it off sets the due date to today and puts the cursor in the date field. Switching off "nobody has scheduled this" is you saying the work is scheduled, and today is the same date you would get by dragging the card into Today — change it to whatever you meant with one keystroke.

The switch is simply telling you whether the task has a due date, so it moves on its own: type a date, or drag the card into a date group, and it turns itself off. There is nothing extra to save.

From the list you do not need it. Drag a card into the No date group, or right-click the row and pick No date under Move to…, and the date is cleared the same way.

The checklist on a task

A task can carry one checklist, in a section of its own in the full task editor. Items sit in three categories — To-do, In progress and Complete — and the section header always says how many there are; folded, it summarizes them, so you can see 2 to-do · 1 in progress · 1 complete without opening it.

It is the same checklist wherever the task is opened — here, and in the team board's task editor. There is one list on the task, so if a task is shared onto a board, everybody working on it is editing the same items rather than their own copy.

Move an item between categories with the category selector on its own row — that works the same way in both editors. You can also drag a row to reorder it, here and on the team board alike, both within a category and between categories: press the grip on the left of the row and drop it where you want it. The grip stays on screen at every width in both editors, so dragging is always the pointer route — it does not disappear on a narrow window.

Moving an item within its own category is the one thing the category selector cannot do, since all it knows is which category an item is in. From the keyboard, focus the item's text and press Alt+↑ or Alt+↓ — the same shortcut in both editors. It runs the exact same code the drag ends at, so a keystroke and a drag can never disagree about where an item lands.

Links: up to five references on a task

A task can carry up to five reference links — a JIRA story, a design doc, a GitHub pull request, a Slack thread, anywhere the rest of a task's context already lives outside this application. They sit in the Links, repeat and files section under the description, and they work the same way wherever you open the task: this panel, the larger editor the expand icon opens, and the team board's task editor.

There is no dialog and no Save button. Press Add link, type a label and paste the address, and it is saved the moment you move on — the same autosave as every other field on the task. Press the × beside a row to remove it. The row shows the name you gave the link, not the web address — press the pencil to see or change the address, the open button to follow it in a new tab. Hovering the open button shows exactly where it goes, and a link whose address cannot be opened says so under the row and shows you the address without being asked. The Add link button counts as you go — Add link (2 of 5) — and once you have five it tells you so instead of offering a sixth.

A link you leave unnamed is labeled "Link" rather than showing the web address in its place — typing the address is not the same as choosing a name for it, and a name read out of the URL would look chosen when it was not.

Creating a task by email

You can create a personal task without opening STRIDE at all — mail it. Open the AI Assistant panel from the top bar and you will find the address to send to, with a button to copy it.

Send from your primary sign-in email or a verified alternate registered to your account. A message from any other address is not matched to you and nothing is created — it is not guessed at, and you are not told, because a stranger who mails that address must not be able to learn whose account exists. If you want to send from a second address, add and verify it first in your account settings.

Your own AI Assistant reads the message when it can, and writes a task from the subject and the body. The task is personal, and due today — it lands in your own list, never on a team board, whatever the message says.

The Owner is you, filled in from your account name the same way it is when you type a task in yourself, so a mailed task reads like any other in your list instead of arriving with an empty Owner column. It is taken from the address the message was sent to — the account STRIDE matched you by — and nothing in the email can change it: the message is never allowed to name an owner, an assignee, a team, a board or a due date, however it is worded. If your account has no name on it yet, the Owner is left blank rather than filled with your email address; adding your name in account settings is what fills it in from then on.

Nothing you send from a recognized address is ever thrown away, even when STRIDE cannot read it. If no team you belong to has this feature switched on, or your own account has no AI Assistant set up yet, the message is still kept — it arrives as an unread task in Emailed tasks instead of going straight to your list, carrying the email's own subject and body rather than anything extracted from it, and its description says why nobody read it. Setting up an AI Assistant, or asking a team administrator to switch this on, is what lets STRIDE turn these into tasks on your list directly instead of leaving them for you to accept by hand.

The panel counts what happened. Beside the address you will see how many of your messages succeeded and how many failed. Those are unique messages: if one is delivered twice, or retried after a hiccup, it is still one result, because each message is recorded once and a repeat is recognized rather than counted again. If you cannot see the address itself, the panel reads Not available and says why — a team administrator's switch, or your own AI Assistant not being set up — and your mail still is not lost: it is what lands, unread, in Emailed tasks.

Reading the email a task came from, and replying to it

A task made from an email keeps the message. Open the task and directly under Owner and Assignee, in the side drawer down the left of the page, is a small card saying This task came from an email, with who sent it, the subject, and the date it arrived. It sits high up on purpose: the message is why the task exists, so it is the context you read before the task rather than after it. Press Read the email to see the message itself, or Draft follow-up… — which sits in the card whenever the card is there — to reply to it. In the full editor the card sits directly under the description instead.

It is the message as text. Formatting, images and attachments are not kept — attachments are never processed at all, for the same reason STRIDE does not open files sent from the internet. If the sender wrote more than STRIDE stores, the dialog says so rather than ending mid-sentence.

Draft follow-up…, at the foot of that dialog, drafts a reply to that message — not the follow-up about the task that the button in the editor writes. Your assistant is given the message and answers what it actually says. The reply is addressed to the person who sent it, and its subject is the original's with Re: in front, added once however many times the thread has already been forwarded or replied to.

When you forwarded somebody else's email in, the reply goes to them, not back to you. STRIDE reads the quoted From: line your mail program writes into the message when you forward it, and addresses the reply — and its greeting — to that person. Your own address, the one that actually sent the message to STRIDE, is skipped. If the message carries no quoted header, or nothing in it is an address a mail program could send to, the reply is addressed to whoever the message came from instead, which on a forward is you. Nothing written inside the body can redirect it: a line of ordinary prose that happens to contain an address, or a sender who puts one in their own display name, is not read as a header.

It asks what the email is for before it writes one. Pressing Draft follow-up… opens a short question rather than going straight to a draft: say what you want out of this email — ask when the review will be done, push the date out a week, just check they got it — and the draft is written about that, and about whatever in the task it depends on. The rest of the task is left out, even where it would otherwise be worth chasing.

Skipping is a real answer. Press Skip, or leave the box empty, and you get exactly the email STRIDE wrote before the question existed — your assistant reads the task and decides for itself what is worth saying. Nothing is lost by skipping; it is the same draft, and it is still yours to edit.

The draft is yours to change before it goes anywhere. Edit the body, the subject or the address, then press Open in Outlook to open a compose window already filled in, or Copy to clipboard to paste it wherever you like. Nothing is sent on your behalf, and nothing leaves STRIDE until you press one of those two. If you type over the address, Outlook opens with the To line empty rather than with a guess in it. The draft needs an AI assistant; reading the message does not, so with no assistant configured the button is simply absent.

A reply takes longer than a follow-up — usually fifteen to forty seconds against a few seconds, because the assistant is reading the whole message before it answers. The dialog shows it is working the whole time.

The card is only ever on tasks that arrived by email, and only in your own list — a saved message can be read by the person whose address sent it and by nobody else, not by a team administrator and not by anyone the task is later shared with.

The copy is kept for 90 days from the day the message arrived, then removed. Deleting the task removes it at once. The task itself is untouched either way — its title, its description, the sender and the subject stay exactly as they are. If you need something from the message for longer than that, copy it into the task's description while you can.

Email reminders on a task

The Reminders section of the full task editor, folded away with the rest under the description. Shut, it reads the schedule back to you in a line.

A task can email you about itself until it is done. Reminders live in the full task editor — the one the expand icon opens, and the one the team board uses. The side drawer on the Tasks page has three tabs and no foldable sections, so there is nothing to unfold there: press expand first. In the full editor Reminders sits between OKR and Attachments — unfold it, choose a schedule, and press Save reminder. Nothing is stored until you press it; the fields arrive filled in with a sensible schedule so you are not guessing at three empty boxes.

• Frequency — Hourly, Daily, Weekly or Monthly.
• Time of day — when it goes out. On an hourly reminder this is the minute past the hour: set 09:20 and the reminders arrive at twenty past, every hour.
• Starts — the first day it is allowed to send. Nothing goes out before it, so you can set a reminder up today for a job that begins next week.

The time you pick is read in your own time zone — the one the device you saved it on is in.

Here it reminds you, and only you. There is nobody to choose: the reminder is addressed to the account you are signed in as, at whatever address your account has for notifications — see where notification email goes. The team board's version of the same section does let you choose who is reminded, from that board's own people; see email reminders on a board task.

The reminder is yours, not the task's. If a task is shared onto a board, two people can each keep their own schedule on the same card without treading on one another — and removing yours removes yours alone.

Three things stop a reminder from sending at all: completing the task, archiving it, and removing the reminder. Not the due date passing, not a comment, not closing the editor. Archiving counts because an archived task has left the board: nothing is sent about it until it comes back, even though the reminder is still sitting there.

Two further things stop one reaching you without touching the schedule at all: taking yourself off a reminder somebody else set, and switching task reminders off in Settings → Email, which stops all of them at once, on every task.

Neither completing nor archiving throws the schedule away. Reopening a completed task starts them again on the schedule you already set, and so does restoring an archived one — so you never have to build a schedule twice.

Remove reminder is grayed out until there is one to remove. It stays where it will be rather than appearing later, because it is the answer to “how do I stop these”.

Spotting a reminder from the list

A reminder is set inside the task editor, so until you opened a task there was nothing to tell you which of the jobs on your list was quietly emailing you every morning. A task with a reminder now carries a small bell on its row, beside the repeat marker and reading the same way: the bell, then how often — Daily, Weekly — and the whole schedule in the tooltip.

Two rows: one that repeats and reminds, and one that only reminds. In Compact the word drops and the bell stays, exactly as the repeat marker does.

• It says whose reminder it is. Hover it: your own reads “Email reminder — Daily at 9:00 AM”, and one somebody else set reads “Email reminder set by Ashley Smith”. A task can carry both, and the tooltip says so — they are different things, because you can reschedule your own and can only take yourself off theirs.
• You only ever see reminders that concern you — ones you set, and ones somebody else set that name you. A reminder between two colleagues on a task you can see is not shown to you, and that is decided by the database rather than by this screen.
• It says nothing until it knows. The bells arrive a moment after the list draws, so a row with no bell in the first instant is not an answer yet. It is never an error: if the marks cannot be read at all, the list simply carries no bells.

A reminder somebody else set, that names you

Anybody on a board can put a reminder on a board task and choose who it goes to, so a reminder you did not create can start arriving about a task you did not ask to be reminded of. You are not stuck with it. You can see it, and you can take yourself off it.

The same Reminders section, on a task somebody else has set a reminder on. Their reminder is in a block of its own, under the reminder you set for yourself.

It is kept apart from your own. Every reminder somebody else set sits in a block of its own at the foot of the Reminders section, headed Set by somebody else — never mixed in with the schedule you keep for yourself, because the two are not the same thing and you cannot do the same things to them. Each line gives you the schedule and who set it: Daily at 9:00 AM, from Sep 5, 2026 — set by Ashley Smith.

The control beside each one is labeled Stop reminding me, and it is deliberately not the same words as Remove reminder higher up the section: Remove reminder takes away a reminder you created yourself, and Stop reminding me takes you off one somebody else created. You are asked to confirm before anything happens, and the question names the person whose reminder it is.

• You do not have to ask the person who created it, and you do not need an administrator. Your place on somebody else's reminder is yours to give up, and the database is what says so rather than the screen.
• It takes you off, and nobody else. The reminder carries on for everybody else it names, on the schedule they already had, so leaving one is done without disturbing anybody else it names.
• You cannot change it and you cannot delete it. There is no frequency, no time of day, no start date and no list of people here — a reminder belongs to whoever created it. Seeing it and leaving it is the whole of what this block offers, which is also the whole of what you are allowed.
• Only the person who created it can put you back on, so this is not something you can undo yourself. If you change your mind, ask them.
• The person who set it is not told. No email goes to them and nothing appears in their Message Center; the next time they open the reminder you are simply not on it.

If you were the only person it named, the schedule stays on the task. Leaving never deletes somebody else's reminder, even when it leaves it pointing at nobody at all. Nothing further is sent by it, and its creator finds it exactly where they left it, reading Nobody is selected, so nothing is sent — from where they can put somebody on it again, change it, or remove it for good.

You do not have to unfold the section to find out that one exists. Shut, the Reminders heading counts them after your own schedule — 1 set by somebody else, or 3 set by other people — so a reminder somebody else is sending you is never hidden behind a closed section.

This is a board matter, so it is where board tasks are: the section in the full task editor, and the same section in a board task's own panel — see email reminders on a board task. A task nobody shares can only ever remind you, so there is nothing for this block to show on one.

Giving the editor more room: the floating window

The expand icon at the top right of the editor pops it out into a larger window in the middle of the screen — useful when you are writing a long description. The rest of the app stays fully visible behind it, because the whole point is usually to read something in the list while you write.

Three ways back: press the same icon again, click anywhere outside the window, or press Escape. All three dock it back into the side panel with your task still open and nothing lost.

Printing a task for somebody who was not there

A link to a task is only any use to somebody who can already sign in and already has access. Print or save as PDF… is how one task leaves the application for somebody who has neither: a clean, plain page carrying everything the task holds, packaged to be read on its own.

It is on the … at the end of a task row, on right-click anywhere on that row, and on the … in the header of the task drawer — one menu reached three ways, so it is wherever you happen to be. Your browser's own print dialog opens, where Save as PDF is the usual destination. The application itself is never printed.

What is on the page, in this order: the title; one line under it saying its status, where it lives, when it is due and who it is for; then the facts — owner, when it was created, the last change and who made it, whether it repeats, where it came from, its external link; its tags; the description as you wrote it; the objective and key result it supports, with the measure; every note linked to it in full, with that note's group, its stamp, its summary, all of its pages and its checklist; the attachments; and the conversation, each comment with its author, its stamp and who it was answering. At the foot: who printed it and when.

A section with nothing in it is left out rather than printed empty, so a personal task with no note, no objective and no files prints as a complete short page and not as a form with gaps in it.

Print with an AI summary

If you have an AI assistant configured, a second entry appears on the same menu: Print with an AI summary…. It adds one paragraph at the top of the packet, before the description, reading the task for somebody meeting it cold. It is marked as written by an assistant and as a reading of the task rather than a record of it — everything under it is the record.

They are two entries rather than one switch because they cost different things: the plain print is free and instant, and the summary spends your own API credit. With no assistant configured the second entry is simply not there, and the packet prints identically without that one section.

Writing that paragraph is the one part of printing a task that leaves your browser — the plain packet above never does. To write it, your assistant is given everything else on this page: the task's status line, naming who it is assigned to; its tags; the objective and key result it supports; the description in full; every note linked to it, in full, including its checklist; the names of its attachments; and the whole conversation, every comment together with who wrote it. If you would rather your colleagues' names and the discussion itself did not leave the browser, use Print or save as PDF… instead — the plain packet still carries all of it, just without anything being sent anywhere.

If a piece of that text cannot safely be shared with an assistant, it is left out of what the assistant is shown rather than sent anyway, and the paragraph is written from what is left. When that happens the status line says which parts were held back — the printed packet itself is never affected, and still carries everything in full.

If the summary cannot be written — no credit, no network — the packet still prints, without it, and the reason appears in the status line. You never lose the page because the paragraph failed.

Notes

A note, with the AI assistant card beside it. Nothing it finds is created — each line is parked on the checklist for you to keep or drop.

Switch to Notes for longer writing — meeting notes, plans, anything that is not a task. Notes are always private.

Find action items, in the AI assistant card beside the note, reads what you have written and pulls out the concrete follow-ups. It creates nothing: each one is listed in the card and parked on the note's checklist under Parking lot, where you promote the ones you want with Create task and ignore the rest. Once it has found something the button reads Read it again, and reading a note twice does not leave two copies of anything — a line already on the checklist is left exactly where you put it, including one you have already turned into a task. The status line says how many were found, how many were new, and how many were already there.

It says so rather than guessing until the note has something in it. It reads the note's text, so on a blank note there is nothing for it to do, and pressing it answers write the note first rather than calling an assistant for nothing. (The card is absent altogether when no AI assistant is set up; see AI features.)

To make one task out of the whole note, open the note's … menu — on the note itself or on its card in the list — and choose Make a task from this note. It creates a personal task due today, carrying the note's title and its tags, linked back to the note, and takes you straight to it.

Narrowing the list: the filter strip

Above the note list is a row of counted chips: All notes, Private, Shared, Updated today and Recently updated. Press one to narrow the list to just that, and press it again — or press All notes — to clear it. A chip with nothing behind it is disabled rather than opening onto an empty list.

Recently updated means the last five business days — Monday through Friday, counting today itself as the first of the five when today is a weekday. Weekends are skipped; public holidays are not — there is no holiday calendar behind this figure, or anywhere else in the application, so the Tuesday after a Monday holiday is still an ordinary business day as far as this chip is concerned.

Groups: organizing notes into sections

Once you have more than a handful of notes, a single list stops helping. Use the folder icon at the top of the notes list to make groups — Work, Personal, Customers, Meetings, whatever matches how you think. The list then shows one section per group, and clicking a section heading folds it away. Which sections you leave folded is remembered.

A note belongs to one group at most. There are two ways to file one, and they do exactly the same thing:

• Drag the note onto a group. Pick up its card in the list and drop it on the group heading. The group lights up while you are over it. Dropping a note on the group it is already in does nothing, and the app says so by refusing the drop rather than pretending to move it.
• Use the GROUP dropdown beside the note's title while the note is open. This is the keyboard route, and it is not a lesser one — dragging is a shortcut, never the only way.

The GROUP dropdown appears on a note that is in a group. It names the group, so on a note nobody has filed there is nothing for it to say and it is not shown. To file an unfiled note without dragging it, open the folder icon at the top of the notes list — File the open note in is the first row.

Notes you have not filed anywhere appear under Ungrouped at the bottom, and that is a perfectly good place to leave them — nothing forces you to file anything. Ungrouped also stays in the dropdown itself, so a note you have filed can be taken back out.

Groups can be archived when you stop using one but want to keep what is in it: the section disappears from the list and the notes stay put. Deleting a group is different only in that it cannot be undone — and either way, your notes are never deleted with it. They simply become ungrouped. The confirmation says how many notes that will affect before you commit.

Putting the groups in the order you want

Groups start off in the order you made them, and that is rarely the order you want to read them in. Drag a group by the handle on the left of its name in the Groups panel and drop it where it belongs. A line shows exactly where it will land, and the sections in the notes list underneath move with it — there is one order, not two, so the panel and the list can never disagree.

The order is saved to your account, not to the browser, so it is the same on every machine you sign in to and it is still there after a reload. It is also the order My Settings shows your groups in.

Dragging is never the only way. The … beside a group has Move up and Move down, and Alt with the up or down arrow does the same thing while the group is focused. On a phone there is no handle at all — a touch screen has no drag gesture to give it — so the menu is the route there, and it does exactly what the drag does.

Sizing the notes list

Drag the edge between the list and the note to resize it, the same way the utility rail on the other side works. Tab to the edge and use the arrow keys if you would rather not drag; Shift moves faster. The width follows your account, so the list opens the way you left it on any machine you sign in to.

The notes rearrange themselves to fit. At the normal width each note is two lines — its title with the date beside it, and the preview underneath. Drag the list wider and each note becomes one line, with the title, the preview and the date separated by thin rules, so half again as many fit on screen. Squeeze it narrow and they go to three, because below a certain width the title and the date start fighting for the same line and the title is the part you pick a note by.

A denser notes list

The button beside the folder icon switches the list to compact. It drops the preview line and the padding so roughly twice as many notes fit on screen, keeping the title, the date and the count of open action items — enough to recognize a note without reading it. Press it again to go back. The choice follows your account, so the list opens the way you left it on any machine you sign in to.

Sending a note to someone

Open the note's … menu — beside the ✕ at the top of the note — and choose Print note…. It builds a clean, plain page and hands it to your browser's print dialog, where Save as PDF is the usual destination — the application itself is not printed, because a screen with three scrolling columns does not fit on paper. You do not have to open a note to print it: the same entry is on every note's … in the list.

The page carries everything the note holds and you are entitled to see: its title, group and owner, who it is shared with, every one of its pages with its name and date, the full text with its formatting, the checklist under its four headings, the tasks made from it, and the conversation. Completed items print with a filled box and a line through them, so nothing depends on color surviving your printer.

Files are named, not linked. A note carries no files of its own; the ones listed belong to the tasks linked to it, and they are printed as filenames and a count. A link to a stored file is a temporary key to it, and a printed page gets forwarded — so open the task to download one.

If the note was shared with you, the packet says “Shared with: you” rather than listing names. That is not a fault: the database returns you your own place on the sharing list and nobody else's, and printing that one name as though it were the whole list would be the page telling you something untrue.

The envelope beside it prepares a draft in Outlook instead, carrying the title, dates, tags, the summary, the action-item checklist and the note body.

Each action item carries who it is for and where it goes — the assignee, the board and the team, printed under the line itself. That is what makes the page usable away from the app: Roadmap is not an answer when two teams each have a board by that name, so the team is always named. An item with no board says Personal list, and one on a board you have since been removed from says so rather than looking personal.

1. Open the note and click the envelope.
2. A small .eml file is saved to your downloads. Open it.
3. Outlook opens it as an unsent draft. Add the recipients and press Send.

Creating a task from a note

The note’s … menu offers Make a task from this note, and a checklist item offers Create task. There is nothing to fill in first: the task is created as you press it and the Tasks page opens with it already selected, so the title, the date and everything else are yours to change while the note is still fresh.

• It starts as an ordinary personal task — named after the note (or after the checklist line), due today, carrying the note’s tags.
• To put it on a team board, open the task’s Board section once it is in front of you and pick the board — sharing a task to a board covers what that does. Topic and assignee are chosen there too, and leaving the assignee blank is how you put work on a board before deciding who picks it up.

Either way the task is linked back to the note: it appears in the note’s Related tasks card with a link straight to it, and the task itself carries a 📝 marker showing where it came from. You stay the owner even when it is assigned to somebody else.

Repeating tasks

A task that comes round again — a weekly report, a monthly review, a stand-up every weekday — does not need re-typing each time. Set it up once as a recurring task and the next one appears when you finish this one. Open the task and use Repeat in the editor.

1. Open the task and find Repeat under the due date.
2. Pick how often: Daily, Every weekday, Weekly, Every 2 weeks, Every 3 weeks or Monthly.
3. Choose Custom if you need particular days of the week, a different interval, or an end date.

The button then shows the schedule in words — "Every Monday", "Monthly on the 15th" — so you can read it off the task without opening anything.

The i beside the Repeat control says what finishing the task will actually do — the same words on every page that offers repeats.

Finishing late does not drag the series with it. If Monday's task gets done on Wednesday, the next one is still due the following Monday. The schedule is anchored to the due date, not to when you got round to it.

Month ends behave. A monthly task due on the 31st falls on the 28th in February rather than skipping to March.

Ending it. Under Custom you can set the repeat to stop on a date, or after a number of occurrences. To stop a series at any time, open the current task and set Repeat back to Does not repeat — past occurrences are untouched.

Quick links beside Task Actions

Your links sit to the right of Task Actions, and the panel is titled Task Actions & Quick Links whenever at least one is showing. With none, it is Task Actions and the controls keep the full width — there is no empty column reserving space.

They come from two places. Anything your teams have published arrives already switched on, so a runbook your team added is simply there. On top of that you can add your own, and there is no ceiling on how many. You choose which of the whole set is showing, in Settings → Quick links: type a label and an address and press Add, as many times as you need.

• You see the description, not the address — hover a link and the address appears, with the team that published it.
• Each opens in a new tab, so you never lose your list.
• There is no limit on how many you can show. There used to be four — the number that fitted without making the panel taller — and that stopped being the right answer when the card became resizable. Drag the card's bottom edge to make it as tall as you want; if your list is longer than the card, the card scrolls. Nothing is refused and nothing is quietly dropped.

The height you drag is remembered for that page. A tall list of links on Tasks does not make the card tall on the Calendar, where you may want the month instead.

Finding a task

Four ways, depending on what you remember:

• Search in the top bar matches the title, the owner and the assignee as you type. It applies to whichever view you are in. This is the same box Search everything uses with its scope switched to This page; switch it to Global to reach your notes, your other teams' boards, and the objectives and key results you can see, not only this list.
• The calendar in the right-hand rail: click a day to show only tasks due then. Shift-click a second day for a range.
• The assignee filter narrows the board to one person's work. It only offers people who actually appear in the view you are looking at.
• Tags — click any tag chip to filter to it.

Filters combine, and a banner above the board tells you what is currently narrowing the list. Clear filter in that banner puts everything back.

Who a task is for

When Claude finds tasks in a note, it also works out who each one appears to be for — and then suggests them, rather than assigning them.

A suggested person shows as a dashed chip beside the task: Likely when the note gives a full name that matches one person on the board, Maybe when it gives only a first or last name and exactly one person answers to it. Press Use to assign, or ✕ to leave it unassigned. Nothing is assigned until you say so.

If more than one person could be meant — two Alexes on the board — it says so and offers the choice instead of picking one.

It only suggests people from the board that task is going to, and only ones you can already see. A task going to your own list has nobody to suggest, so it stays an ordinary unassigned task.

Being mentioned is not the same as owning it. "John needs to send the report" suggests John; "Ask John about the project" does not, because the asking is yours to do.

AI features

Several buttons call an AI service: summarize a note, find action items, reformat text, turn an email into a task, match an assignee, draft a follow-up email, summarize a board, and work out which column is which when you import a spreadsheet.

Clearing AI recommendations from a note

When the assistant has found action items for a note, two buttons sit under the list: Read it again re-runs it, and Clear empties the list.

Clear does not delete anything you have made. Any task already made from a suggestion is kept, and so is its checklist item — and so is any item you have moved out of the parking lot, into To‑do, In progress or Complete, because moving it is you acting on it. Only a suggestion still sitting in the parking lot goes with the clear. The same rule applies to Remove the suggestion on a single item. If you want the list back, press Find action items and the assistant reads the note again.

Choosing an AI provider

Settings → AI provider chooses which service answers. Each provider needs its own key, and switching does not carry one across — keys are never sent to a service they do not belong to.

Seeing what is configured

The picker marks each provider that already has a key, and underneath it says whether the one you have selected is Configured ✓ or Not configured.

A saved key is never shown back to you in full — only its last four characters, enough to recognize which key is stored:

Saved: ••••••••9f2c

Each provider keeps its own key. Switching between them changes which one is used; it never deletes the other. Set up both once and you can move between them without re-entering anything. Clear removes only the key for the provider currently selected.

Checking your key works

After saving a key, press Test connection. It makes one very small request and tells you what came back:

• Claude answered. The key works. — nothing more to do.
• That API key was rejected — the key is wrong, expired, or was revoked. Paste a fresh one.
• Too many requests — your account is being rate limited. Wait and retry.
• Unavailable right now — the provider is having trouble, not you.

It tests the key that is saved, not one you have just typed into the box — a key that was never saved is not the one the features would use.

What gets sent

Only what the feature needs, and only to the provider you selected:

Long text is shortened before it is sent. The spreadsheet importer is the strictest: it sends headings and a handful of rows, never the whole file, and never the contents of a free-text column.

Comments, mentions and messages

Every task has comments. Type @ in one to mention anybody in your teams — not just the people on this board — and they get it in their Messages panel, with a count on the button. Start typing a name and the list narrows; arrow keys move, Enter picks.

The comment box has formatting controls above it. Bold, italic, underline and strikethrough, bulleted and numbered lists, size, color, highlight, a link, clear formatting and undo — the same bar the note editor uses, cut down to what a reply needs. If the box is narrow, whatever does not fit on the row moves under the … button rather than disappearing.

Formatting is optional and nothing already written has changed. Type the way you always have and the comment is posted as plain text, exactly as before — including one in which you deliberately typed something that looks like a tag, which is still shown as the characters you typed. Every comment written before now reads exactly as it did.

@ still mentions somebody, formatted or not: the name is looked for in the words you wrote, never in the formatting around them.

Tidying a comment's layout with AI

Tidy formatting with AI sits on that same bar. It takes the draft you have already written and lays it out better — paragraphs, a list, a heading — and changes no word of it. Formatting you had already applied yourself survives; it is not flattened to plain text on the way there and back. It is a single Undo step in the box you are typing in, so one press puts your draft back exactly as it was.

Mentions are left alone, and that is enforced rather than hoped for. Every @mention is hidden behind a placeholder before your draft is sent and restored afterwards, so no account id and no list of your colleagues ever reaches the provider — and if a mention could not be hidden, the request is not made at all.

It appears wherever an AI assistant is configured — you do not have to learn a list of which comment boxes have it and which do not. With no assistant it is absent rather than present and failing, which is the same rule every AI control in the product follows.

Threads: conversations that have moved on

Press Reply on a comment and the box says Replying to whoever you are answering. That is not decoration — it links your comment to theirs, and the two of them plus everything else in that conversation become a thread.

The point is that you stop having to remember. If you were mentioned in a conversation, or wrote in it, and somebody later replies, that conversation comes back to you in Messages under Threads. Nobody has to @ you again for you to hear about it.

The Messages panel has four tabs:

• Unread — new direct notifications: somebody wrote to you.
• Threads — conversations you are part of that have new replies.
• Watching — changes to tasks you asked to be told about.
• All — everything the Message Center has ever carried.

It opens on whichever matters most: Threads if a conversation has new replies, then Unread if anything is unread, then Watching if something you follow has moved, otherwise All. Watching comes after the other two on purpose — a mention or a reply is somebody waiting on you, while a watched update is something you asked to be told about. Once you press a tab yourself it stays where you put it.

The Threads count is conversations, not replies — seventeen replies in one discussion is still one thing to go and read. Press Read on a thread to open the conversation in place; that is what marks it read, and it is read for you alone. A new reply makes it unread again. You are never notified about your own reply.

Threads work the same on a task in Tasks, the same task on a team board, and a shared note — it is one conversation whichever screen you are on.

Updates on tasks you watch

Watching is the third kind of thing the panel carries. Threads and mentions are somebody addressing you; this one is a task you asked about changing. Each row names who changed it and what they did — commented on this task, changed the status to Blocked, moved the due date to 12 Sep 2026, reassigned this, marked this complete, edited the description — with the task, its board and its team beside it.

A comment shows what was said; everything else just says what changed. A comment row is quoted underneath — a line or two of the comment itself, right below “commented on this task” — the same kind of preview Threads and Mentions already give you for a comment. Every other kind of change — a status, a due date, a reassignment, an edited description — has nothing quoted beneath it, because the line already says the whole thing: quoting the task's own text underneath it too would just be whatever the task happens to say today, which has nothing to do with that particular change. Either way, to see more than the row shows you open the task, which is one press away.

Several small changes to one task in quick succession show up as one row. If somebody renames a task and moves its due date within the same stretch of editing, you get one entry naming both, not two nearly-identical rows about the same task a moment apart. A comment is never folded into that entry, and never folds one into itself — it always gets its own row.

A repeat of the same update, further apart, is folded too. Where a system administrator has turned it on, STRIDE also looks back over a longer stretch and recognizes when several rows — even a run of “commented on this task” spread across a couple of days — are saying the same true thing about the same subject, and shows them as one with the rest counted rather than listed again. Nothing is deleted and nothing is marked read for you — a folded row is still unread until you actually open it.

Opening it lands you on the thing that changed. Press View task — or the row itself, or Enter on it — and if the update was a comment you arrive at that comment, scrolled to and highlighted, exactly as following a mention does. Anything else — a status, a due date, a reassignment, an edited description — opens the task editor's main page instead, because that is where a field you can actually see the change in lives. Switching team and board on the way there is done for you. If the comment has since been deleted, or you can no longer read it, you land on the task rather than being sent hunting for something that is not there.

Reply beside it opens the task's own conversation with the cursor already in the comment box. It does not write a reply inside the Messages panel: an update is a change to a task rather than a message somebody sent you, so the answer belongs in the discussion on the task, where the people who never open their inbox will see it. Replying counts as having dealt with the row, the same as opening it.

The count is updates, not tasks. One task that moves four times is four things to catch up on, which is the opposite of the Threads count beside it. But a single stretch of editing is one update, not a dozen: somebody rewriting a description for two minutes gives you one row that keeps itself current, not one per keystroke saved.

These updates count towards the number on the Messages bell and appear in All alongside everything else, so there is still one place to look rather than two. Read on a row clears it, opening the task clears it because you have plainly dealt with it, and Mark all as read clears these along with your mentions and threads. Clearing is yours alone, exactly as it is for a mention.

Losing access ends it. If you are removed from the board a watched task lives on, you stop being able to read anything further about it — watching never widens what you can see.

Every comment can be linked to. Copy link on a comment copies an address that opens the task on its board, scrolled to that comment — paste it into a chat and whoever follows it lands exactly where you meant. A personal task that is not on any board has no Copy link, because only you could open it.

You can reply without leaving the panel. A message you can write back to has a Reply button; pressing it opens a box under that message, and what you write is posted straight into the same conversation — as an answer to the comment that named you, or to the newest message in a thread. Typing @ there offers the people on that item, not whatever you happen to have open behind the panel. Replying also marks the message read, because you have plainly seen it.

The reply box has the same formatting controls above it as every other comment box in the application — bold, italic, size, color, highlight, lists, links and undo — folding into More formatting when the panel is narrow. Formatting is optional: a reply you simply type is stored and shown exactly as it always was. Tidy formatting with AI is on that bar too — see tidying a comment's layout with AI.

The Watching tab is the one exception, and deliberately so: those rows have no reply box at all. Their Reply opens the task's own conversation, because an answer about a task belongs where the people working on it will see it — and the tidy button is waiting for you there.

A conversation you were only mentioned into, on a board you are not a member of, is one you can read and not write to — it shows Read and View task and no Reply, because the panel does not offer a button the board would refuse.

Press Reply again, Cancel or Escape to close the box. Nothing is sent until you press Post reply, and if something goes wrong the reason appears beside the button with your words still in the box.

It is the same panel here and on the team board: the same list and the same read state, so clearing a message in one clears it in both. Opening the task a message points at marks it read and scrolls to the comment.

Format and Bullets under the comment box tidy rough notes up, and your original is kept until you accept the suggestion. After posting, a comment that clearly contains an agreed action offers to become a task.

Asking several people for an update at once

Bulk comment, under More on the On team boards and Watching tabs, nudges everyone behind your overdue work in one pass instead of opening each task and commenting by hand. It only ever looks at overdue tasks in whichever of those two tabs you opened it from.

Tick the tasks you want to chase, write one message, and press send. STRIDE posts it as a separate comment on every task you ticked, and automatically @mentions the person the update is wanted from — the task's assignee where one is set, otherwise whoever owns it — ahead of your words, the same way mentioning somebody yourself would. A task with nobody to ask — no assignee and no owner — is shown grayed out and cannot be ticked, so you can see it was skipped and why.

It tells you what pressing Send will do before you press it. Every task you tick sends one comment and one email, so the dialog states the count plainly — “This will post 9 comments and send 9 email notifications” — and updates it as you tick or untick rows.

A task you have already commented on since it became overdue says when. “Followed up 5m ago” or “Followed up 3d ago” appears under a task you have already written to. The checkbox is still yours to tick — a second nudge a few days later is often exactly what you mean, and only you know whether a few minutes ago was a mistake or on purpose, so STRIDE tells you and lets you decide rather than guessing for you.

If something cannot be posted — a task you have lost access to since it was listed — the dialog says so by name and reports how many of the rest went through, rather than failing the whole batch silently.

Keeping a board task off this list

A task that is on a team board and owned by you has a Show in my tasks tick box under Board. Turn it off and the task leaves this list immediately — it is not deleted and it does not leave its board. You will find it in the team app under Owned tasks, and Show in my tasks there puts it back.

Opening the same task on its team board

When a task is on a team board, Team Task appears under its title. It opens the team app on that board with that task already open — no picking a team, no hunting for the card. It is the same task, not a copy, so a change in either place is a change to one task.

The button is absent for a task that is not on a board, and for a board you have been removed from. The team board has the reverse: My Task, on any task that is in your own list.

Writing a comment from an email

From email… under the comment box opens a box to paste an email into. The assistant writes a compact summary of it — one sentence, then at most three short bullets — because the point is to see the update at a glance rather than read the email twice. Above it is one line giving the date and time the email was sent, the sender and the subject. That line is read out of the email itself — if the paste has no Date: or Sent: line it says date not stated in the email rather than guessing.

The draft lands in the comment box, which is sized to be written in: read it back, cut or add whatever you want, then post it.

Nothing is posted until you press Post comment, and anything you had already typed is kept above the draft.

Comments waiting to be read

A task somebody else has commented on highlights the comment count on its card, the same way the Messages button lights up. The Comments tab itself stays plain — the number in its label (Comments (3)) is what tells you there are comments, whether or not any are unread. Your own comments do not light up your own task's card.

Mark read and Mark unread sit above the comment list. Opening a task deliberately marks nothing — nothing is cleared because you glanced at it. Read state is yours alone and is shared with the team board, so a thread you mark read in one app is read in the other.

All of it is described in full under Comments, mentions and attachments.

Who can open the note you are looking at

Beside the note's title is a small chip: Private, or Shared with 2 people. It is on the note itself, so you never have to go back to the list to check. Hover it to see who, and — if the note is yours — click it to change who can open it. On a note somebody shared with you it reads Shared with you and is a label rather than a button.

Notes are private until you share them

A note belongs to you. Nobody on your team can see it, search it or stumble into it — not an administrator either — until you add named people to it yourself. Sharing is always to people you choose, never to a whole team.

With no note open, the pane says so and offers New note, which is the same button as the one at the top of the list.

Sharing a note with someone (note collaborators)

A note starts private to you. Open it and press the share button beside the title — the three connected dots — to let other people read and edit it. Search for someone by name or email, tick as many people as you want, and press Done. Searching again does not lose who you have already ticked; the people you are adding are listed under the search box until you finish.

Someone you share a note with can do almost everything you can: read it, edit the text, use the checklist, and comment. They cannot delete the note, delete the checklist, change who else it is shared with, or take it over. Those stay with you as the owner — and that is enforced by the database, not just by hiding buttons.

Notes other people have shared with you appear in a Shared notes section at the top of your notes list. It is not one of your groups: you cannot rename it, delete it or drag notes into it, and it only appears when somebody has actually shared something with you. Your own notes stay filed in whichever group you put them in, marked Shared so you can see at a glance which ones other people can open.

Following a link to a shared note

A note-share notification points at the note itself, not just at Notes in general. If you are signed in already, it opens straight away. If you are signed out, you are asked to sign in first, and signing in takes you straight to the note — you do not land in Tasks or anywhere else while the link finds its way there.

If the link names a note you cannot open — it has been deleted, or you are no longer on its share list — Notes says so instead of quietly opening your own note list as if nothing had happened. It does not say which of the two happened, so ask whoever sent you the link.

Who owns a note somebody shared with you

Every note in Shared with you says whose it is. Under the title you will see Owned by: followed by that person's name and email address, so you can tell at a glance which of eleven similarly-named notes came from whom — and who to ask about it — without opening anything. The note's own privacy label carries the same fact if you hover it.

If Notes cannot place the owner — you share no board with them, so their name is not among the people your account has loaded — it says Owned by: Unknown owner rather than guessing. Their access to you is real either way; it is only the name that is missing, and showing you a wrong name would be worse than admitting that.

The line never appears on your own notes. It is only there to answer a question you can actually have.

To stop sharing, press the ✕ next to somebody's name under the title, or open the share dialog and press Remove. They lose access straight away. Anything they wrote in the note stays.

Two people in the same note at once

Shared notes are built for this. If you and somebody else edit different parts of a note — you the title, they the body — both changes are kept. The app only sends the parts you actually changed, so there is nothing to collide.

If you both change the same thing, the app will not quietly throw one of them away. Whoever saves second is told that somebody got there first, and nothing they typed is lost.

When your changes are refused, and how to get them back

Here is exactly what you see. A red panel appears at the top of the note saying “This note changed while you were writing”, and the little save marker at the foot of the note stops saying Saving… and says Not saved instead. Your words stay on the screen. Nothing you typed has gone anywhere.

What has happened is that your colleague saved a newer version, and the database refused to let your save write over it. That refusal is the protection working — it happens in the database itself, not in your browser, so it holds even if you both press save in the same second.

The panel has one button: Refresh this note. Press it and you will be reading their version. Your own version is not thrown away when you do — an amber panel takes the red one's place saying “Your unsaved version is still here”, with Show what you wrote to read it back, and three choices:

• Put my version back — your words go into the note and save normally. This does replace what your colleague wrote, deliberately, now that you have seen it.
• Copy my version — puts your text on the clipboard so you can merge the two by hand.
• Discard mine — throws your version away. It asks first, because nothing else holds a copy.

Your unsaved version also survives closing the tab and opening the page again, for as long as you stay signed in. It is gone at your next sign-in, so deal with it while it is in front of you.

The app does not watch the note for you. It used to check every minute or so in the background, and that was taken out — lists and panels moving under you at moments you did not choose makes the app feel like it cannot hold still. So nothing is re-read until you ask, and you find out about a collision at the moment it actually costs you something, which is when you save.

A task made from a shared note belongs to whoever made it. If a colleague turns a checklist item into a task, that is their task — it goes in their list, not yours, and you will see the item marked with their name rather than a link you cannot open. The same is true the other way round. Nobody can make a second task from an item that already became one, so you will not end up with two.

You do not have to wait for a collision to ask. There is a Refresh button on the note's own row, beside Group and Share, which re-reads that one note from the server. Use it when you know somebody else is working in the same note and you would rather see their words before you write over the same paragraph. It is the cheapest way to avoid the refusal above entirely.

It reads one note, not the whole page, so nothing else you have open is disturbed — no reload, no losing your place. Anything you have typed is kept and offered back to you if it differs from what comes down, in the same amber panel described above. Refreshing can never cost you your own words.

The Refresh control in the page header is the bigger hammer: it re-reads everything — every note, every task, every conversation. Either one leaves your unsaved version safe.

Deleted-item log entries on a note are kept for 90 days and then tidied away. Comments people wrote are kept for as long as the note is.

Tasks other people can change

Most of your tasks are yours alone. Some are not: a task on a team board can be edited by anyone on that board, and tasks assigned to you appear here even though somebody else created them.

For those, the app sends only the fields you actually changed — so if you change the due date while a colleague changes the description, both are kept. If you both change the same thing, the later save is refused rather than overwriting theirs, and you are told — which is the protection that matters, because it fires at the moment your work would otherwise be lost.

Your task board does not poll for changes. It re-reads when you come back to the tab after being away, and once a day. Board tasks are edited on the team board, which does keep itself current, and the task you have open is never rewritten while you are in it. A background repaint of every card is what made clicks occasionally do nothing, so it was taken out.

Handing a task to someone else

Any task — personal or on a team board — can be handed to a colleague. Open it and look for Assignee: type a few letters of their name and pick them from the list that appears. From then on they see the task in their own task list, are told about it in their Messages, and get an email the first time it happens.

The task's owner can change who it is assigned to — and, since 2026-09-16, so can anybody on a team board the task is on, matching every other field on that board. On a personal task (one on no board), it stays the owner's alone until somebody is assigned — and once a task is assigned to you, you can change it too, since 2026-09-17: pick somebody else to hand it on, or set it back to Unassigned to hand it back, whether or not you own the task yourself. Whoever the task is handed to sees the picker and a plain sentence naming who assigned it to them, side by side — the sentence still tells you how the task reached you, the picker is now yours to use. Anybody else who cannot change it sees who it is for, grayed out: who is doing a piece of work is not a secret, it is just not always theirs to change.

The list offers the people you share a team with. On a board it offers the board's own people first and then the rest of your team, marked as not being on this board — and picking one of those asks whether to give them access before it assigns anything, because somebody who cannot open the board would never see the task.

Handing a personal task over this way never puts it on a team board. It stays a personal task, visible only to you and the one colleague you handed it to, and you can take it back at any time by setting Assignee back to Unassigned.

The person it was handed to can work the task — change its title, due date, checklist, comments, anything on it — and, since 2026-09-17, hand it on to somebody else or take it back off themselves and give it to you. What they still cannot do is take ownership of the task, or put it on a board: on a personal task, only the owner can do either of those; on a team board, anybody else on that board can too, the same as for any other field.

The handover itself appears as a comment on the task, marked System rather than credited to whoever assigned it — nobody typed it, so it cannot be edited or deleted, though anybody in the conversation can still reply to it.

Keeping one of your own tasks off your list

Own a task and you will see Show in my tasks directly under Draft follow-up… in the edit panel on the left, ticked by default. Open the same task in the full task editor and it is there too, under Owner. It is the same control a task on a team board has always had, working the same way: untick it and the task leaves your own list without being deleted, archived or handed to anybody. This is the quick way to clear something you have put on a board or handed to a colleague out of your own day-to-day list. One exception: a task that arrived by email and is still waiting on your Emailed tab does not offer it yet — nothing on that tab is on your list yet, so there is nothing to keep off it. Press Accept and the control appears with it, ticked.

It moves to Watching instead of disappearing. A task you own but have turned this off for still needs somewhere you will see it move, so it appears on your own Watching tab, and it still counts towards that tab's late badge if it falls overdue. Open Watching and the row says exactly why it is there: Owned but opt’d to watch only — so it never reads as a stray task you cannot place.

A task that is on a team board goes somewhere else, because it already has somewhere to be. It does not move to Watching; it stays on its board, it stays in Owned tasks on boards in the team app, and on this page you will find it under the On team boards tab — which is exactly what that tab is: your tasks that are on a board but not on your own list.

This is for work you are driving but do not need cluttering your day-to-day list — you created it and assigned it out, say, and want to know if it goes quiet without it sitting among the tasks you are actually working. It is exactly the case a team task's owner has always had a way to handle; a personal task now has the same way.

Collaborators: giving someone else full access to a task

Open any task you own and look beside Owner and Assignee for Collaborators. Press Choose…, search for people in your organization, and tick as many as you want — the same picker you use to add people to a note or share something on a team board.

A collaborator gets the assignee's own reach. They can read the task, change anything on it, and comment — exactly as if the task had been assigned to them. What they cannot do is delete the task, hand it to somebody else, or put it on a board: those stay with you, the owner.

Adding somebody is what makes the task visible to them at all — and it reaches them through their Watching tab, not their My tasks list. A personal task is otherwise yours alone to see, so being made a collaborator is one of the few ways somebody else ever gets in. It is not added to their own list of work to plan a day around — a task you make somebody a collaborator on sits alongside everything else they watch, not alongside their own tasks.

That is because adding somebody automatically starts them watching the task, with email on, so it appears in their own Watching tab and they hear about what happens on it from then on — you never have to add them a second time to keep them in the loop. From there they can open it, change anything on it and comment, exactly as if it had been assigned to them; watching is simply where they find it.

Only you, the owner, can add or remove collaborators — not the assignee, and not a collaborator themselves. Anybody you add has to be an active member of your organization; somebody who has since left keeps whatever they already had access to until you remove them, or they can step off the task themselves at any time. Removing somebody ends their access at once — they can no longer open the task at all, even on a day they were still watching it.

You can @mention a collaborator the same way you already mention an assignee — typing @ in a comment offers them alongside everyone else who can see the task.

Commenting on a note, and @mentioning people

A shared note has a Comments section above the note body. It works exactly like comments on a task — the same box with the same formatting controls above it, the same @, and the same Reply, Edit and Delete. You can only edit or delete your own comments.

Typing @ offers the people this note is shared with, and nobody else. Mentioning someone puts the note in their Messages — the same Message Center that carries task mentions, with the same unread count. There is no separate inbox for notes. Opening the message takes them straight to the note with the comment highlighted.

If a task or a checklist item is deleted off a shared note, the note gets a comment saying what was removed and who removed it. That only happens on shared notes: on a note nobody else can see there is nobody to tell.

Checklists: capturing a meeting as it happens

A note can carry one checklist — a fast way to jot down what comes up in a 1:1 or a working session without stopping to decide a due date, an owner or a board. Press + Checklist at the top of an open note and it appears, ready to type into.

It has four sections and they never change: To-do, In progress, Complete and Parking lot. You cannot rename them, add your own or reorder them, and that is deliberate — a checklist you have to set up first is one you will not use mid-meeting. Parking lot is for the thing somebody raised that is not for today.

Type into any section and press Enter; the field stays where it is so you can keep going. Click an item's text to edit it in place — Enter saves, Escape cancels. The tick marks it complete and files it under Complete; the dropdown on the row moves it anywhere. Nothing is ever removed by completing it.

Each section folds on its own, and so does the whole panel. They are independent — opening one does not shut the others — and how you leave them is remembered against your account, so it follows you to another machine and changes nothing for anybody else.

Turning a checklist item into a task

A checklist item is deliberately not a task. It has words and a section, and that is all. When one turns out to be real work, press To task on the row: the normal New task from this note dialog opens with the item's text already in the title, and from there you get everything a task has — a due date, your own list or a team board, a topic and an assignee.

Afterwards the item shows a link to the task instead of the button. Clicking it opens the task. The checklist keeps only the link: the task is the real record, and editing it never means going back to the note.

Removing a checklist removes it and its items. It does not touch any task you already created from it, and it does not touch the note — the confirmation says so before you commit.

Folding the sections above a note

A note can carry three sections between its title and the text: the Checklist, Comments, and Tasks from this note. All three fold the same way — click the heading, with the small chevron in front of it, and the section closes to a single line that still shows its name and its count. Click it again to open it.

Whether you leave a section folded is remembered with your account.

Tasks from this note appears only once Find tasks (or Link a task) has put something in it, and the These tasks are row above it appears only while something in that list still needs filing — it chooses where an item becomes a task, so once every item has been created or ticked off there is nothing left for it to decide.

Formatting a note, and tidying it with AI

Above the note sits the formatting bar: bold, italic and underline, bulleted and numbered lists, headings and quotes, text size, Color and highlight, the typeface, and alignment. On a narrow window the groups fold into a more menu at the end rather than wrapping onto a second row.

The same bar sits over a task's description on a team board, so what you learn in one works in the other — see formatting a task's description. The color control reads Color in the button, in its tooltip and at the head of the menu it opens, so it is one word wherever the bar appears.

The task editor you open from your own list has a shorter strip of its own — bold, italic, underline, the two list kinds and indent — with its AI tidy button on the same row, shown as a small icon rather than words.

Tidy formatting with AI sits beside the bar. It hands what is in the box to your assistant and asks it to lay the same words out better — headings, lists, spacing. It is structure only: every fact, name, date, number and table is preserved exactly as written. It works on what is on screen, including anything you have typed in the last few seconds, so nothing you have just written is lost. The button is there only when you have an AI assistant configured; with none it is absent rather than present and failing.

Folding the writing away

The formatting bar, Tidy formatting with AI and the writing box are one section, headed Note text, with a chevron in front of the heading. Press the heading and all three fold away together, and the room genuinely goes to the checklist and the conversation underneath — they take the space rather than leaving a gap where the note was.

A shut section still says what is in it, exactly as a folded task section does: the heading carries a live word count, or Empty when the page you are on has nothing written on it yet. So you can fold the writing away and still know whether there is anything there.

Nothing is lost while it is shut. Every character, your place in the text and the undo history are all still there when you open it again, and anything you had just typed is saved before the section closes. The note saves itself either way — there is no Save button waiting to be pressed behind a hidden editor.

Whether you leave it folded is remembered with your account, so it opens the way you left it on any machine you sign in to.

Giving the note more room: the resize grip

A note can end up sharing the editor with a checklist and a list of tasks found in it, then comments under that. None of that divides a fixed share of the column with the note text above it. The writing box grows to fit what you have written, and each section below it takes only the room its own content needs — nothing is squeezed into a percentage too small to read, and nothing can grow into another section's space.

The narrow gray bar just below the writing box, above the checklist, is a resize grip. Drag it down and the note text takes a fixed height of your choosing instead of sizing itself to your writing; drag it up to give that room back to the checklist, the task list and the comments below. From the keyboard, focus it and use the arrow keys (hold Shift for a bigger step).

Collapsing a section gives its own room back, with no drag needed — fold the checklist, the task list or the comments away and whatever was holding room for them stops.

Double-click the grip, or press Home while it has focus, and the note goes back to sizing itself to what you have written. If the note and everything below it together need more height than the editor column has, the column scrolls rather than shrinking any section below its own content.

The height you drag is remembered with your account, the same as the other boundaries on this page — it is still there the next time you sign in.

Comments take less room than they used to

Each posted comment now puts the name, the time and its Reply, Edit and Delete links on one line, and the box you type into starts at one line with Post comment beside it. It grows as you write and then stops, so a long comment can be read back in full and Post never slides out of view. Nothing was removed — the section simply gives the space back to the note.

The formatting controls sit on the row above the box, and in a column this narrow most of them start folded under the … button rather than disappearing. Nothing the task composer offers is missing here.

Which side the note list sits on

The note list follows the same preference as the task editor. Turn on Put the task editor on the right (calendar on the left) in Settings and the calendar moves to the left of the window in Notes as well as in Tasks, with the note list on the far right — and its drag handle moves to the edge facing the note, so it is always the edge between the two.

Switching sides does not close what you have open: the note you are reading, where you had scrolled to and anything half-typed all stay exactly as they were.

Drag the divider to trade width between the list and the note. Drag it towards the note to make the list wider, whichever side the list is on — and the arrow keys nudge it the same way if you would rather not drag. Double-click it to go back to the standard width. The width you choose is remembered, including next time you sign in.

Choosing which panels the Notes page shows

The panels button sits at the end of the search row above the notes, beside New note. It is there rather than in the editor because it is drawn whether or not a note is open — the editor's own Context button only exists while you have one open, so with nothing open there was no way to put anything away.

The menu has two halves. The first switches Your notes — the list — and The context view on or off.

Turning the context view off takes the whole right-hand side away: the open note's own cards along with the quick actions, the clocks and the month calendar, because they all live in the region it shuts. The note itself then has the page to itself. It is reversible from this same menu, and from the editor's Context button.

The second half decides where the clocks, weather, month and quick links go, and it has three answers:

• Beside the context — two columns inside that one region, the widgets next to the note's own cards rather than under them.
• Below the context — stacked, the note's cards first.
• Off — no widgets here at all.

Asking for a placement while the context view is shut opens it again, because otherwise you would be choosing where to put something that is not on screen.

Both choices are remembered with your account and are still there next time you sign in — where your widgets live is not a decision about this afternoon. Switching them off here switches them off on Notes and nowhere else: the Tasks page, the Calendar and the team board each keep their own answer, and this same switch is the Notes row in Settings → Widgets. Which panel is shut, and how wide the region is, stay particular to Notes as well. See choosing the widgets on each page.

Side by side, you decide how the room is split. A divider sits between the note's own cards and the clocks, weather and month beside them — drag it, or focus it and use the arrow keys (hold Shift for a bigger step). Home or a double-click puts it back to where it started. Neither column can be squeezed away: the widgets keep at least 200 pixels and the note's cards at least 240, so the divider stops rather than letting either one vanish. The width is remembered with your account, like the other two boundaries on this page, and it is a Notes width — it does not move the utility panel on Tasks, the Calendar or the team board.

Side by side needs room. On a narrow window the two columns stand down and stack for as long as the window is narrow — your choice is not rewritten, so working on a laptop for an afternoon does not change what the large monitor does.

Notes Focused: one button instead of folding everything by hand

Focused sits on the notes strip's right-hand cluster, to the right of a thin vertical divider, with New note to the divider's left. It carries a small focus-reticle icon of its own, and it is available only while a note is open — which is what the divider marks: everything to its left works with no note open at all. Press it and everything else folds away in one move — the note list, the context pane, and the note's own Checklist and Comments sections — and the note body, opened if you had it folded, takes all the room that leaves behind.

It is not the same as the header's Focus control. The Focus button in the top bar (see finding your way around) narrows every page down to one tag; this one only ever rearranges what this page is showing, and it is spelled Focused — on Notes only — so the two are never confused for each other, however similar the words look sitting near one another.

Press it again and you get back exactly what you had, not a factory arrangement: a pane you had already shut before pressing Focused stays shut, and a note body you had dragged to a particular height comes back to that same height. What you had is captured the moment you press the button, so leaving focus never invents an arrangement you never asked for.

Opening any of the folded pieces by hand ends it. Bringing the note list back, opening the context pane, or opening the checklist or the comments is you asking for room those sections were not supposed to have while focused, so the mode turns itself off rather than keep claiming an arrangement the page is no longer showing. Shutting one of them again while focused does not end it — that is what Focused already wants. Folding the note's own text away has the opposite effect, for the opposite reason: the note is the one thing this mode exists to show, so folding it by hand is you saying you are done with the mode, and it turns off too. Closing the note ends it the same way — there is nothing left to give the page to.

The setting is remembered with your account, like the sections and panels it folds, so it comes back exactly the way you left it next time you sign in, on this device or another.

Working from an email: drafting a follow-up

Draft follow-up… sits directly under Assignee in the side drawer — or, on a task that arrived by email, inside the card showing that message, next to Read the email. Either way it is above the description and never in Attachments, which is for files. In the full editor it is the paper-plane button in the row of icons along the top. It writes a short chasing email to whoever the task is assigned to, using the task's status, its next step and its due date. Everything it produces is editable before you send it, and you copy it into Outlook yourself — nothing is sent on your behalf. It appears only when an AI assistant is set up, because drafting is the whole of what it does; see Working with AI.

It does not invent a recipient. On an ordinary task the follow-up addresses the person the task is assigned to, looked up on the board's own roster — if there is no match it leaves the name for you to complete rather than guessing an address. On a task that arrived by email there is no looking up at all: it is addressed to the address the message was sent from, read from the saved message itself each time you open the composer. You do not have to open the email first, and it does not matter which part of the task you were looking at.

And when it cannot tell, it says so rather than choosing. If the saved message cannot be read just then — a dropped connection is the usual reason — the draft still arrives, but the To line is left empty with a line above it explaining why. Type the recipient and send as normal. A box you have to fill in is better than an address that looks right and is not.

“Update from email” used to sit beside it, and it has been removed. It let you paste an email you had received and have the assistant fold what it said into the task. Mailing the task in does the same job better and in one step — see Creating a task by email and Reading the email a task came from.

Post as comment saves that the follow-up happened. It sits beside Copy to clipboard and Open in Outlook at the foot of the dialog, and posts exactly what is on screen — your edits included — as an ordinary comment on the task, under your own name, with a short line ahead of it (“Follow-up sent to…” or, when you opened this from a saved email, “Reply sent to…”) so it reads apart from the rest of the discussion. It is a plain comment: anyone with the task can see it, you can edit or delete it afterward, and anyone the text actually @mentions is told, the same as any other comment. It does not send the email itself — use Copy or Open in Outlook for that — and it needs no AI assistant, since posting a comment calls no model.

Collapsing what you are not using

The full task editor — the one the expand icon opens, and the one the team board uses — groups its fields into sections: Details, Board, Tags, OKR, Reminders and Attachments. Click a heading to fold one away and the description grows to fill the space — which is usually the point, since the description is where the work happens. Details opens by default and the rest start folded, because they are read from the summary far more often than they are changed.

A folded section still tells you what is in it. Details collapses to a line like Active · Aug 28 · John Doe, Attachments to 3 files, and Reminders to the schedule it is holding. You can read the whole task at a glance with everything shut.

Whatever you fold stays folded — next time, next day, next device. It is remembered against your account, not the task, so it changes nothing for anybody else. Tasks and the team board remember separately, because the two editors are different shapes.

Connecting a task to an outcome

If your team uses OKRs, a task can say which outcome it supports. Open the task and tick Mark as an OKR — that checkbox is the way in, and with it unticked none of this appears. A Supports section then offers to create a new objective or key result, or link to one that already exists.

Unticking the box later hides the section; it never unlinks anything. Tick it again and the connection is still there.

Once connected, the task shows what it supports and how that measure is doing, with links straight through to the key result and to the objective above it. Linking changes nothing else about the task — not who can see it, not who it is assigned to. A private task linked to a team objective is still private.

The full workflow is described in Connecting a task to an outcome.

Sharing a task to a board

One task on two boards. The Team dropdown appears only if you are on more than one, and each row names the team its board belongs to.

1. Select the task, open Where it lives in the details panel, and press Add it to a board… — or Change which boards if it is already on one.
2. Tick each board it should appear on, then press Link.
3. For a topic on each board, press Topics and more… instead. That opens the full task editor, which is where per-board topics are set — topics differ from board to board, so a task can sit under Roadmap on one and Platform on another.

You only see boards you are actually a member of — not every board your team has — because those are the only ones the database would let you share onto. Untick to remove it from a board; the task itself is never deleted. Untick every one of them and the button says so: it reads Remove from every board rather than Link, so the press that makes a task private again cannot be a surprise.

This small dialog deliberately leaves per-board topics alone: it never clears a topic a task already has, and it does not set one for a board you have just ticked.

What the icons on a task row mean

Two rows. The second is a personal task with no board, no note and no objective — nothing is missing from it.

A row only shows what is true of that task — a personal task with no board, no note and no objective shows none of them, and that is a complete task, not an unfinished one. What it does show, you can act on:

• People icon and a board name — this task is also on that team board. Click it to open it there.
• Speech bubble and a number — how many comments it has. Click it to open the task straight on its conversation.
• Note icon — this task started as something you wrote in a note. Click it to open that note. If the note has since been deleted the icon stays and the link does not, because there is nothing left to open.
• Envelope — the task came from an email, whether you pasted one in or sent one to your task address. It says where the task came from and nothing more: the task keeps that fact for good, while the saved copy of the message itself is kept for 90 days, so the chip stays after the message it refers to has gone. Paperclip — it has attachments. OKR — it is marked as OKR work.
• Share icon, between the date and the person — somebody else created this task and assigned it to you. It is there so you can tell your own work from work handed to you without opening anything. Hover it, or read it with a screen reader, and it names who assigned it.

Overdue, and how it is kept out of today

Overdue is one of the figures in Work at a glance, and like every figure there it is a filter: press it and the list narrows to what is late, press it again to clear it. It turns amber only when there is something in it.

It is not part of today's progress — the ring beside Today in the top bar is about today's work, and a task from last week is not something you failed at today.

When Today has too much in it

Once Today holds more open tasks than you have said a day realistically has room for, a short amber line appears at the head of the group saying so — “nine tasks today, that’s four past your line in the sand of five” and four other ways of putting the same thing. It is a remark, not a refusal: nothing is blocked, nothing is hidden, and it goes away on its own when the day is back inside your number.

Set the number in Settings → Tasks, under The heavy day alert: Alert if Today has more than this many tasks. It starts at five and takes anything from 1 to 99. It is one number for your whole account, because it is a fact about your working day rather than about a screen.

It follows you when you regroup. Group your list by status, by tag or not at all and there is no Today section for the line to sit under, so it moves to the very top of the list instead. The warning is about the day, not about a heading.

It counts the open tasks that are actually on screen for today, so it always agrees with the rows underneath it — a filter that hides today's work hides the warning about it too, rather than warning you about nine while three are showing.

Adding several tasks at once

+ Add task opens a line in the section you are adding to. The details panel steps out of the way while you type — it was showing the last task you opened, not the one you are writing — and comes back the moment the task exists, showing the new one. Type and press Enter, and the line stays open for the next one, so capturing five things off a call is five lines and no extra clicks; each task is selected, scrolled to and flashed once so you can see where it landed, while the cursor stays in the line ready for the next. Esc, or clicking away, closes it and puts the panel back exactly as you left it. Everything else about the task — due date, board, assignee, description — is there when you open it.

Getting to the board from a task in your list

A task that is also on a team board carries a small people icon on its row. Hover it and it tells you where: Shared with Roadmap · Product — open it there. Click it and you land in the team app, on that board, with the task open. Nothing is copied and nothing is moved — it is the same task, read from the other side. If the board is one you do not have access to, the icon still shows that the task is shared but does not offer to take you there.

The sentence beside a connection like this is the explanation — it says what the link does and what it does not do, right where you are deciding. There is no separate tour to open and nothing to read somewhere else first.

Work of yours that is out on a team board

The On team boards tab is your work that lives on a team board and is not on your own list — the complement of My tasks, not a slice of it. A task lands here one of two ways: you turned Show in my tasks off for it, or somebody else is its assignee and it is their list it belongs on. Either way it is still live work you own or are named on — it is only missing from the list you check day to day.

Do not confuse it with the On a board quick filter on My tasks — the names are close and the meanings are opposite. That filter narrows the same list you are already looking at down to the open tasks that ARE on it and also carry a board; press it and every row you see is still My tasks. On team boards is a separate tab, not a filter, because what it shows never was on that list to narrow.

Each row says which team and which board it is on — both, if it has been shared to more than one — and why it is not on your list. Open on the board takes you straight to it in the team app, on the right board with the task open, so you can check in without going looking. A task on two boards gets a button for each.

Each task is one line: its title, then the team, the board and why it is not on your list, separated by vertical rules. Show puts it back — it ticks the same Show in my tasks box the task editor has, so it reappears on your own list straight away and leaves this tab.

The tab carries a count of how many there are, and Completed now carries one too. Nothing here is lost or archived: it is live work, just not on your list.

Open work only. Once one of these is finished it leaves this tab and joins Completed, alongside everything else you have finished — so a task is never in both places, and finished work that was never on your list is no longer missing from both.

Completed, and the team board's Completed, Archived and Owned tasks views, all use this same one-line row, so a task reads the same wherever you meet it.

Completed is grouped by how recently you finished the work, not by calendar month: This week, Last week, 2–3 weeks ago, About a month ago, then Older. The week runs Sunday to Saturday — the same week the calendar draws. A group you have finished nothing in is not shown at all, and the date that decides the group is the day you completed the task, never its due date.

Tasks you are watching

Watching sits beside On team boards and holds the work you have asked to be told about. It is the answer to the thing none of the other tabs covers: that task is not mine, nobody has named me on it, and I still need to know when it moves. Start watching from the eye at the top right of a task on a team board — see watching a task — and press it again to stop.

Watching changes nothing about the task. It stays that person's task, with the same owner and the same assignee, and nobody is told you are watching it. You do not have to own it or be assigned it, and you cannot watch something you would not be allowed to open in the first place.

One exception: a task of your own can put you here too. Turn Show in my tasks off for something you own and you end up watching your own task, for exactly the reason every other row on this tab exists — so it keeps signalling to you if it goes quiet, instead of going dark the moment it leaves your list. To put it back, click the task to open it and tick Show in my tasks again on the panel: it returns to your list and leaves this tab. The row's … menu here does not offer it — opening the task is the way.

Every row here says why it is there. A small label beside the row reads You are a collaborator, Team task you are watching or Owned but opt’d to watch only, so a task that is not obviously yours never reads as one you cannot place.

Like the other tabs it carries a count, and a second N late badge for how many of them are overdue.

The tab fetches every task you watch, including the ones that are nobody's but their owner's. This list otherwise holds your own tasks and the board tasks assigned to you — and a task you watch is often neither — so opening Watching goes and gets them. They read and open exactly like your own rows, and they count towards nothing else: your figures, your export and your calendar are still your own work.

Watched work you cannot open any more is called out. If one cannot be read — the request failed, or you have been removed from the board it sits on since you started watching it — a line at the foot of the list says how many and why, rather than quietly showing a shorter list that reads as though you had stopped watching them. Watched tasks that have been completed leave the tab: watching tells you while work is moving.

What actually happens when a watched task changes is a message: see updates on tasks you watch. A change you make yourself is not one of them — watching reports what other people do, so watching a task and then editing it produces nothing to read.

Emailed tasks: mail you did not have to open

Every email that reaches STRIDE from an address it recognizes is kept — nothing sent from your own primary sign-in email or a verified alternate is ever thrown away. Emailed tasks is where a message waits when STRIDE cannot, or has not yet been asked to, turn it straight into a task on your own list: it holds every inbound email that still needs you to say keep it or discard it. The only mail that is never kept at all is a message STRIDE cannot match to anybody's account — see creating a task by email for who counts as a recognized sender.

The tab turns yellow and carries a count the moment there is anything waiting, precisely because this is the one tab in your list that is asking you to decide something rather than simply showing you work. An empty tab is not hidden — it still reads Emailed tasks 0 — it is just not colored, because there is nothing there to draw your eye to.

Every row here has exactly two outcomes, and there is no third:

• Accept keeps it — the task, already personal and due today, moves onto your own My tasks list and leaves this tab for good.
• Discard deletes it — the task and this application's saved copy of the message go together, at once, and neither comes back. STRIDE asks you to confirm before either happens, and says plainly what is about to be removed.

A duplicate is not caught or merged for you. If the same email reaches you twice, it lands here twice — discard the one you do not want. STRIDE does not guess which of two copies of a message is the one that matters; that is your call, not an assumption it is willing to make on your behalf.

A row can land here for a few different reasons, and the task itself tells you which:

• Your AI Assistant read the message and could not find a task in it. The title and description are the message's own subject and body, because there was nothing else for the assistant to hand you.
• Nobody read it at all. If no team you belong to has inbound email switched on, or your own account has no AI Assistant key set up, STRIDE still keeps the message rather than losing it — it just cannot spend an assistant reading it on your behalf. A task made this way carries the raw subject and body of the email, exactly as it arrived, not an extracted action, and its description says in plain words why nobody read it, so the task explains itself rather than turning up unexplained. Setting up an AI Assistant, or asking a team administrator to switch on inbound email for one of your teams, is what lets STRIDE start reading these for you instead of just holding them.

Once you accept one, it behaves exactly like any other task you typed yourself — and it still keeps the source message, whether or not your AI Assistant was the one that read it: see reading the email a task came from, and replying to it. A task made from a message nobody's assistant read shows you the same subject and body in that saved copy as it does in the task's own description — there was nothing else to extract, so the two agree.

Spotting what you can change

A small sliders icon beside a panel's title means that panel has settings you can change. Hover it to see what they are, or click it for a short list and a button that takes you straight to the right place in Settings.

You will find one on the clock, the weather, the calendar, the Analytics panel and the task editor. On the team board there is one on the task form. If a panel has no icon, it has no settings behind it — what you see on it is all there is.

What the Analytics panel shows

Every one of those is a filter, and Overdue is the one switched on here. Press it again to clear it.

The band across the top of the Tasks page is headed Work at a glance, and it has three parts. Your work is six figures — Open, Due today, Overdue, Starred, This week and Done this week. Then your tasks by status and by tag. Click any figure, status or tag to filter the list by it; click it again to drop it. The blocks sit side by side where there is room and stack where there is not.

Hide at the right of the heading folds the whole band away and Show brings it back; the heading keeps saying what is behind it either way. On a narrow window the band becomes a single row of the first few figures and More offers the rest — starred, done this week and both breakdowns — as a menu of exactly the same filters. Nothing is lost to the narrow row; it is just offered differently.

What you have finished sits on the header, beside the date the app was last updated: how many you have completed in the last few weeks, and the average per week. Being on the header, it is still there when you fold the panel away.

Choose the period yourself in Settings → Analytics → Completed figures cover the last N days. Both figures follow it.

Week Agenda: a written brief of the week ahead

Week Agenda is a saved brief of your week, written by your AI assistant from your own tasks. Press the Week Agenda button in the Work at a glance header on Tasks, or the one beside Utilities in the Calendar bar, and either door opens the same panel — one brief per week, wherever you open it from.

On a narrow screen the Tasks button keeps its icon and drops its word, to keep the header from overflowing — look for the icon rather than the label if you do not see the word Week Agenda written out.

It is written when you ask for it, not something that updates on its own. Opening it again shows what was already saved, instantly, with the time it was generated — reading it does not regenerate it, and neither does leaving the page and coming back.

Each week keeps its own brief. Opening Week Agenda on a week you have not generated one for starts fresh: it does not carry last week's over, and writing this week's does not touch the one before it.

Regenerate is a deliberate press, not something the panel does on its own, and a regeneration that fails leaves the brief you already had exactly as it was — nothing is cleared or replaced until a new one actually comes back.

The week runs Sunday through Saturday, the same week the calendar draws and the same one behind the This week figure above. If you think of your week as starting Monday, read the brief with that in mind — every count in it lines up with those two, not with a Monday start.

This Week at a Glance

Above the written sections sits a small dashboard: a bar for each day of the week showing how much is scheduled on it, a ring showing what is due this week split into three kinds, a row of counts across the top, and three short call-outs for your busiest day, what is overdue, and quick wins.

Anywhere in it that has something behind it can be clicked, and each click lands on a real place already in this panel or on the calendar — nothing here is a second copy of anything:

• Click a day's bar to open that day on the calendar — the same jump a day further down the panel already makes.
• Click a slice of the ring, or its legend, to jump to the matching section below: Top priorities to Top priorities this week, Quick close-outs to Tasks to close out, and Could move to What could move to next week. If that section was folded, jumping to it opens it, the same as pressing its own arrow would.
• Click the quick wins call-out to jump to Tasks to close out. Click the busiest day call-out to open that day, the same as its bar.

Only where there is something to jump to. A day with nothing scheduled, an empty slice, or a call-out with nothing behind it is not a link — it will not react to a click or a keyboard press, because there is nowhere real to send you.

The bar for each day counts the same thing as everywhere else in Week Agenda: tasks with a due date that day, never meetings — this application keeps no meeting or event record, so a busy-looking day means tasks due, not a full calendar of events.

What is in it

An executive summary in a sentence or two, then several sections you can fold and unfold independently — a folded heading keeps its count either way:

• Themes — what the assistant sees running through the week's work.
• Priorities — what it would tackle first, and why.
• Tasks to close out — work that has sat the longest: how overdue it is, how long it has been open, and how long since anything about it last changed. It is not a record of being pushed back — this application keeps no history of a task's past due dates, so nothing here claims a task was deferred or rescheduled, only that it is old, overdue or stale.
• What could move to next week — a recommendation, nothing more. Nothing is rescheduled for you; a due date only changes when you change it yourself.
• Suggestions — anything else worth a look.

Every count in the brief — the totals, the days, the number beside each section — comes from the application's own figures, the same ones behind Work at a glance. The write-up is the assistant's reading of them; the numbers are not.

A task in the brief opens the same task editor as everywhere else in the app; a day opens that day on the calendar. Neither is a copy — they are the same task and the same calendar you already have.

Keyboard shortcuts

Six keys work on every page — Tasks, Notes, Calendar, Team and OKRs:

A task row can be opened with Enter and ticked off with x. On the calendar, Shift + arrow moves a task to another day, so you never have to drag.

None of these fire while you are typing. If your cursor is in a task title, a description, a note or any other field, the keystroke goes to what you are writing.

They follow the key you press, not the letter printed on it, so they work on a non-QWERTY keyboard. ? works whether you reach it with Shift or with AltGr.

Making the clock smaller

The whole Time widget folds like every other one: press its heading and it collapses to a single line carrying the current time, and the room goes to whatever is under it. Press the heading again to bring the face back, and the choice is remembered with your account.

There is one clock face and no choice of style. The time it shows, the zone it is showing it in and the way clicking a time below it points the clock at that zone are all the same whether the widget is folded or open.

The calendar

The This month widget in the utility rail draws a stack of months — where in the rail it sits is up to you. Click any date to filter the board to that day; click it again to clear it. Click several dates to build up a selection, or hold Shift to take everything between two dates at once. A small dot under a date means something is due then.

How many months you see is up to you: Settings → Widgets, under Every rail beside Rail width, offers one, two or three. One is the default and keeps the rail short; three is useful when you are planning across a quarter and want to click a date two months out without paging to it. The heading follows the choice — it reads This month for one and names the range for two or three — and the choice is remembered for next time.

That number is the fewest you will see, not the most. The setting reads Months on the mini calendar, at least for that reason: drag the month card taller and it shows the next month as soon as one fits, on that page, because the height is per page. Somebody who wants three months in a short card can still ask for three and scroll — the height only ever adds months, never takes them away.

Today is ringed. A date you have selected is filled in — so a day that is both is ringed and filled, and you can always tell the difference. The chevrons page a month at a time and Today jumps back to the current one.

The calendar works from the keyboard: tab to it and use the arrow keys to move between dates — left and right by a day, up and down by a week — Home and End for the first and last date shown, and Enter or Space to select.

Choosing the widgets on each page

Settings, on the Widgets pane. The ten panes across the top are the whole of Settings; the dropdown under them picks which page you are configuring.

The clocks, the weather, the month and your quick links live in the utility rail down the right-hand side. Four pages carry it — Tasks, the Calendar, the team board and Notes — and each of them now keeps its own answer to both questions: whether the rail is there at all, and which widgets are in it.

They are all in one place: Settings → Widgets, the tab immediately after Workspace. (Workspace is where these used to be. It now holds a short note and a button that takes you here.) At the top of the pane is a dropdown listing the four pages — Tasks, Notes, Calendar, Team Board — and it opens on the page you are currently on, saying so. Choose a page and everything below the dropdown belongs to that page: a switch marked Show the utility rail on… and a tick box for every widget — Time, Quick links, Weather and This month.

A page you have never configured shows every widget. That includes any widget added in a later version — you do not have to come back and switch new things on. Untick everything on a page and that page simply has no rail content; a line under each list tells you where you stand — Every widget, 2 of 4 widgets, or Nothing — the rail is empty on this page — and Show every widget under it puts that page back to the full set.

Hiding the panel on one page no longer hides it on the others. Putting the utilities away while you write a note leaves them exactly as they were on Tasks. The Utilities item in the Tasks tab row's More menu, the panels menu on Notes and the switches in this pane are all the same answer for the page you are on — there is no second place for it to disagree with.

If you had the rail switched off before this changed, it stays off on all four pages the first time you open them, and a widget you had hidden stays hidden until you say otherwise. Nothing you had chosen is undone; the pages simply start from where you left them and then go their own ways.

Hide this widget, on a widget card's own menu, now means on this page too. It is the same list the tick boxes write, so a widget you put away here is still on the other three pages, and the message that follows says where to bring it back. A rail with nothing left in it says so and offers a button straight to this pane rather than leaving you with an empty column.

Putting the widgets in the order you want

The utility rail with every card folded. The square at the left of each heading is its drag handle; a folded card still says what is in it.

The order is set on the page itself, not in Settings, and each page keeps its own. Take hold of a widget card by the handle at the left of its heading and drag it up or down the rail; a line shows where it will land. From the keyboard, click or tab to a card's heading and press Alt with the up or down arrow — the same move, and the focus follows the card. The … menu on each card offers Move up and Move down as well.

Collapsing a card is per page too. Press its heading to fold it away; the heading stays, so a folded clock still shows the time. Both the order and what you have folded are remembered with your account — they come back the next time you sign in, on that page, and nowhere else. Arrange the calendar page around the month and leave Tasks around the clock, and neither disturbs the other.

How tall a card is, is per page as well. Drag the grip at the bottom of a card to give it more room — a longer list of quick links, more of the forecast, more of the month — and if its contents are longer than the height you chose, the card scrolls rather than pushing everything else down the rail. That height belongs to the page you set it on: make the forecast tall enough to plan a week on the Calendar and Tasks keeps the room for your list. Double-click the grip to hand the card back its own height.

A card you have never dragged cannot run away with the rail either. Whatever you put in it — a long list of links, a lot of time zones — the card stops at a sensible height and scrolls, rather than pushing every other card off the bottom. Dragging it taller overrides that; there is no ceiling you can bump into by hand.

What is still the same everywhere, because it is one rail: its width, seconds on the clock and how many calendar months to stack, all under Every rail at the bottom of the Widgets pane. What each widget contains — your time zones, your weather locations, your quick links — is still Settings → Time, weather & links.

If you had already arranged, folded or resized the rail before this changed, that arrangement is what all four pages start from. From the first time you move something on one of them, that page keeps its own.

The OKRs page carries the same rail but has no per-page arrangement of its own, so it follows the one it always has.

Time zones

The clocks in the utility rail are yours to choose. Open Settings → Time, weather & links; Time zones is the first section in it, and the list there is the list the rail draws, in that order.

Each row has a tickbox and a drag handle. Switch a zone on to put it on the rail, off to take it off, Rename to call it whatever you like — HQ, Dublin office — and Delete to drop it from the list altogether. Add another from the Add a zone dropdown underneath.

The order is yours to set. Drag a row by its handle, or focus the handle and press Arrow Up or Arrow Down — the same control the weather locations, the team's topics and its swimlanes all use.

Everything is remembered with your account, so your clocks look the same on any computer. A zone in the rail is a control, not a read-out: press one and the clock face and the large time above it show that zone, and the choice follows you to every page.

Folding the list away

The zones sit under the clock in one Time widget, so they fold with it — press the widget's heading and both the face and the list collapse to a single line carrying the current time. See making the clock smaller. Whether you leave it folded is remembered with your account, like every other way you arrange the screen.

Resizing the panels

The Task details panel on the left and the utility rail on the right can both be made wider or narrower. Put the pointer on the thin line where either one meets the task list — it lights up — then drag sideways. The task list gives up or takes back the space; the two panels never cover it.

Double-click the line to go back to the standard width. If you prefer the keyboard, tab to the divider and use the arrow keys — hold Shift to move faster, or press Home to reset.

Both widths are remembered with your account, so they come back the way you left them on any computer. Neither panel can be dragged so wide that the task list stops being usable, or so narrow that its own contents stop fitting.

Weather

The utility rail down the right-hand side carries a Weather widget that shows the forecast for cities you choose. It sits wherever you have put it in the rail's order — see putting the widgets in the order you want.

The Weather widget on the utility rail, opened out. Press its heading to fold it back to a single line.

The forecast strip shows as many days as fit. It is not a fixed number: the card measures the width it actually has and draws what will fit legibly, so a wide rail shows most of the week and a narrow one shows fewer days rather than squeezing them all into slivers. Drag the rail's divider wider, or drag the card taller, and the strip re-fits itself immediately — you do not need to resize the window or reload. It never drops below three days; below that the columns tighten instead. The same rule runs on the phone, so the two never disagree about the same forecast.

1. Open Settings → Time, weather & links and scroll to Weather.
2. Type a city and its state, then click Add. If more than one place matches — there are three Columbias — you are asked which one you meant rather than being given the biggest.
3. Add as many as you like. Untick one to stop looking it up without losing it; tick it again whenever you want it back.
4. Click Primary on the one the widget should open on. When more than one is active, a small dropdown appears in the widget header so you can switch between them without leaving the board.

Using where you actually are

Rather than typing a city, press Use my current location under the list. Your browser asks whether to allow it, the app works out which city you are in, adds it to your locations and makes it primary — all in one press.

It keeps one entry for your current location and updates it as you move, so traveling does not leave you with a list of every airport you have passed through. That entry is marked current location in the list.

If you say no, the button stops appearing — the app does not keep asking. To change your mind, allow location for this site in your browser's own settings and it comes back. You can always add the city by name instead; nothing depends on location access.

Only a rounded position — about a kilometre — is sent to look up the city name, never your exact position. The forecast itself is fetched for your real coordinates.

Click the widget header to collapse it to a single row showing the temperature — useful when you want the calendar to have the space. Whether it is open or closed is remembered with your account, so it comes back the way you left it on any computer. To take the card off this page altogether, untick Weather for it in Settings → Widgets — see choosing the widgets on each page.

Readings are held for twenty minutes so the app is not asking for the same numbers all day; Updated 4 min ago at the foot of the widget tells you how old the one on screen is, and the ↻ button beside it fetches a fresh one immediately. If the weather service cannot be reached the widget says so and offers Retry — nothing else in the app is affected.

Keeping a location without showing it

Each saved location carries two switches, because they answer two different questions.

• The first one is about the lookup. Switch it off and the forecast for that place is not fetched at all — it is the place you have stopped watching, kept in the list so you can pick it up again without retyping it.
• Display in widget is about the rail. Switch it off and the location stays active, keeps being looked up, and simply does not take a row in the widget.

That is the point of having both: you can follow four cities and still keep the card in the rail down to the two you actually glance at. The row says which state it is in underneath its name — not looked up, or hidden from the widget — so it never depends on spotting a color.

Making a hidden location Primary shows it again, rather than pointing the widget at something it has been told not to draw.

Putting the locations in your own order

The order of the list is the order the widget reads them in, and the first one is what it opens on — so it is worth setting. Drag a location by the grip at the start of its row to move it.

The grip is a real button, so the keyboard works too. Tab to it and press Arrow Up or Arrow Down: the row moves, the focus goes with it, and you can keep pressing. It is the same list, the same order and the same save whichever way you move a row.

This is the control the time zones, the team's topics and its swimlanes all use, so reordering works the same way wherever you meet it.

How many places you can save

Six. When you reach it, adding another says Remove a saved location before adding another rather than quietly dropping one of yours.

Places are matched by where they are, not by what they are called. Using Use my location in a city you have already saved makes that saved place the one shown instead of adding a near-identical second row — and a place you named yourself keeps your name for it. Travel somewhere new and it is added to the list and shown straight away; the places you already had are left alone.

The place shown first is the one the widget and the phone view use. Removing it promotes the next one, so there is always one selected.

Momentum

The chip in the band directly under the top bar, labeled Momentum, keeps a running note of what you have finished today.

The chip in the band under the top bar. Take five appears only while it is suggesting a break; press the chip itself to collapse it to just the count.

It reacts to what you actually do rather than cycling through quotes on a timer: finishing a task changes it, finishing several in a row changes it differently, and clearing something that had been sitting on your board for weeks gets its own remark. Reopening a task is noted without comment — the count simply goes back.

Click the chip to collapse it to a bare count, and click again to bring the message back. Which way you left it is remembered with your account. To remove it altogether, turn it off under Settings → Tasks, at The momentum line.

Break suggestions

After a good run in one sitting, the chip occasionally changes color and suggests stepping away — "Six tasks handled. Your brain has earned a lap around the building." It is a suggestion and nothing more: there is no timer, nothing is blocked, and carrying straight on replaces it with an ordinary message. If you do want to take it, Take five beside the message simply acknowledges it and clears it.

It only counts work done in one sitting. Two tasks on Monday, two on Tuesday and one on Wednesday is not a run — a gap of about three quarters of an hour starts the count again. And it will not nag: after a suggestion it needs another full run and a decent gap before it says anything of the kind again.

Settings → Tasks, under The momentum line, sets how many completions count as a run — Suggest a break after this many completions. Change it to whatever fits the way you work, or set it to 0 to switch break suggestions off while keeping the rest of the chip. Show it, in the same place, is what turns the chip off altogether.

Focused: give the list the whole page

Focused sits at the top right of this same band, beside the Momentum chip, carrying a small focus-reticle icon. Press it and three things fold away together: Work at a glance (see what the Analytics panel shows), the toolbar row below the tabs along with the hint line beneath it (see your list), and the utility rail on the right (see finding your way around). What is left is your list, with the whole page to itself. The button holds blue and stays pressed while it is on — the label does not change, so the pressed color and the folded panels themselves are how you can tell it is active.

Your own row of quick actions is the one thing Focused leaves alone. Starred, On a board, Not on a board and anything else you have chosen for that strip stay on screen: Focused folds away the controls that shape what you are looking at, and keeps the ones that pick what is in it within reach. That is a different rule from the plain Hide/Show at the end of the toolbar row, which folds the quick actions strip along with everything else.

Leaving Focused puts back exactly what you had, not a default arrangement. If you had already folded the utility rail, or Work at a glance, before pressing Focused, that is captured the moment you press it and stays folded when you leave — Focused never reopens something you had deliberately shut.

The choice is saved with your account, and comes back the same way next time you sign in, on this device or another.

It is a different control from Notes Focused, which folds a different set of panels around the note you are editing. Each page's own Focused button only ever rearranges that page.

Did you know? — tips about STRIDE

A short panel of tips about real STRIDE capabilities, each one a door to the Quick Start guide or the Help page that actually explains it. It sits on the Tasks page, between Momentum above and Work at a glance below, and only on a desktop — Notes, the Calendar, a team board, the OKR board and the admin console never show it on their own, and neither does the phone.

Previous and Next move through the tips one at a time. A position line reading N of M and a row of dots underneath say where you are; nothing advances by itself — there is no timer, so a tip stays put until you move it. Each time the panel appears on its own it starts on the next tip after the one you last saw, rather than always going back to the first.

The first tip anyone ever meets is about STRIDE Mobile, and it always stays in the rotation — you can page back to it whenever you like. Its information control opens a live preview of the real STRIDE Mobile app, signed in as you and showing your own tasks, right there in the tip — not a picture of it. Open Mobile View and Open in New Tab sit beside it if you would rather leave the tip and use the phone view directly.

Beneath those two buttons is a QR code, captioned Scan to open on your phone, with the address printed underneath in monospace. Scanning it with your phone's own camera opens the real STRIDE Mobile app there — the full app, sign-out included, not the version with that button hidden that this preview uses while it is framed. The address is printed as text on purpose, not as decoration: it is the fallback for a camera that will not focus, and the only way to check by eye which site the symbol points at. It sits on a plain white card, the same in light mode and dark.

Closing it asks what you mean

The × on the panel does not simply make it go away — it asks which of two things you meant.

Hide for now stops the panel appearing on its own, and it comes back after a number of future successful sign-ins chosen at random somewhere between 10 and 15. That number is picked once, the moment you confirm, and is not reconsidered afterward. Only signing in again moves you toward it — refreshing the page, moving around the app, opening another tab, or coming back to a browser tab you left open all leave the count exactly where it was, however long it has been.

Never display again stops the panel appearing on its own for good. It does not remove the feature: you can still open it whenever you want, exactly as below.

Opening it yourself

The menu under your initials → Help → Did you know? opens the panel on demand — whether it is hidden for now, switched off for good, or already showing — and opening it this way never changes either choice. The same submenu keeps Help center where it has always been, and now offers Quick Start guide beside it.

Dark mode and light mode

The sun/moon button in the top bar switches between dark mode and light mode. The icon shows the mode you are switching to, and every page reads the same choice — Tasks, Notes, Calendar, Team, OKRs, the admin console and these manuals.

The choice is remembered per browser, not per account. Switch to light mode on your laptop and your phone stays as it was, because the setting is kept in the browser rather than in your profile. The sign-in page has one appearance only and does not read it.

Where a custom color has been set, a third option appears beside Light and Dark. Two people can put a color there and they do not compete: your own color wins, and your team's applies when you have set none. A team and a reader who have both set none simply have the usual two options.

Setting your own is in Settings → Workspace, under Appearance. Type or pick a color and press Save my color; Look at it now switches you to it without leaving the dialog. The strip beside the picker previews the whole palette the app derives from your color rather than the one swatch you chose, because that is what you will actually be looking at — and the line under it says which color is in force for you and where it came from.

Use my team's default hands the choice back: it clears your own color and leaves your team's showing again. It is offered only while you have one of your own to clear, and it is not the same as picking Dark or Light — that is the separate question of which mode you are in.

You cannot change your team's default, and nobody can change yours. Only a team administrator sets the team's color, and only you set your own. That split is enforced in the database rather than by hiding a button, so a color you save is yours alone and changes nothing for anybody else on the board.

Which of the three modes you look at is still your own choice, remembered per browser like the other two. More about the team's colors.

Dark is the default everywhere, including on a phone.

Choosing the application font

Settings → Workspace → Appearance → Application font lets you pick the typeface the whole application is set in. There are ten choices, and each one says in plain words what it is like to read — from Wide & Legible, the clearest at small sizes, to Book Serif, which reads like a printed page.

It changes immediately, with no reload, and it applies everywhere: Tasks, Notes, Calendar, Team, OKRs, the phone, the admin console and these manuals.

Unlike dark and light mode, this one follows your account. Choose a font on your laptop and your phone has it too, the next time you open it. Nothing is downloaded to make it work — every choice is either a typeface the application already loads or one your own device already has — so it costs nothing on a slow connection.

Some things deliberately do not change with it:

• The STRIDE mark in the top left, and your team's own mark and name beside it if a team administrator has set one. Neither changes with your font choice — that is the brand, not a preference.
• Figures, keys, IDs and code, which stay in the fixed-width face so that columns of numbers still line up.
• Text you have styled yourself inside a note. If you set part of a note in a serif, it stays in that serif for everyone who reads it — it is part of the note, not part of your view of it.
• Printed notes and exported boards. A document you send to somebody else is set in a neutral, legible face rather than in yours.
• The sign-in page, which has one appearance and is drawn before we know who you are.

Two choices look slightly different on a phone or in the admin console. Grotesk, and the headings of STRIDE Default, use a typeface the application downloads; those two screens deliberately download nothing, so they substitute the closest face your device already has. Everything else is identical everywhere.

My settings, and what is in there

My settings is in the menu under your name, at the top right. The word my is doing work: it is your preferences, as opposed to Configure team… just below it, which is the team's, or a page's own settings line below that. It is grouped into panes:

Everything here is per-account and follows you between browsers, except the theme, which is kept per browser. Nothing in Settings affects anyone else, even on a shared board. Settings that are genuinely about you — your time zones, your weather locations, your quick links, your email choices, your API key — are one value, read by every page.

Every section starts folded

Each pane is built from cards — Theme, Time zones, Your data, and so on — and every one of them opens folded to just its title the first time you visit it. Click a title to open that card; a single Expand all / Collapse all button above the list opens or closes every card in the pane at once, and relabels itself the moment any one card stops matching the rest. The same is true of Configure team… — every card in every one of its tabs folds the identical way, for the identical reason: a pane with a dozen settings in it reads as a dozen decisions to make at a glance otherwise.

What you have opened is remembered only for this sign-in. Leave a card open, work for the rest of the day, and it stays open when you come back to the pane — but sign out, or start a fresh session another day, and every card is folded again, on purpose: it is not a preference that follows your account around, and it always starts from the same place.

Choosing what emails you

Settings → Email decides which things get you an email. It changes nothing else: the Message Center is unaffected whatever you choose here, and so are signing in and password resets.

Your teams set the normal behavior. A team admin picks which events that team sends email about, and out of the box you simply follow them — which is what Using team settings means at the top of the tab. The list under it shows, one line per team, what each of your teams currently emails you about. If a team admin changes it, yours changes too, without you doing anything.

Choosing your own

Turn on Customize my email notifications and you get your own list instead. Tick what you want; untick what you do not. Your list then applies to every team you are on, in place of what those teams chose.

You can ask for less than your team sends — keep mentions, drop shared notes — or more: turn on comments even though no team of yours has. It is your inbox. The busier options say May generate more email beside them so you know before you pick one, and nothing is ever blocked.

A task I watch is updated is the row that turns watched-task email on. It is off unless you tick it, and it is about the eye on a team task — see watching a task that is not yours. Watched updates always reach Messages whether it is ticked or not; this row only decides whether they also reach your inbox.

Switch it back off and you go straight back to following your teams. The choices you made are kept, so turning it on again does not mean starting over.

One email about a subject, not several

Where a system administrator has turned it on, STRIDE waits a short while — a few minutes, by default — before sending an email about a mention, an assignment, a shared note, becoming an owner, or a watched or contributor task update. If more than one of those happens about the same thing in that window, you get one email combining them instead of one for each.

And once you have been emailed about something, a later update that adds nothing new may not be emailed again. STRIDE compares it against what you were already told; if it says the same thing in different words, it is not mailed a second time. This is about the email only — the update is still recorded, still in your Messages, and still on the task itself. Nothing is deleted, and nothing you have not already been told about is ever withheld.

This never touches task reminders, or anything about your account. A reminder still lands the moment it is due, and signing in, resetting your password, verifying your address, an invitation and every administrative message send immediately, whether or not this is turned on — none of that mail is ever held back to wait for company.

Task reminders, which work the other way round

Everything above is something you ask for: untouched, it does not email you. Task reminders are the opposite — a reminder is a schedule somebody set on one particular task and named people on, so it is already somebody asking. It sends unless it is stopped, and it is on for every account without anybody choosing it.

The switch that stops it is here all the same. Settings → Email carries a row for task reminders, and it sits outside Customize my email notifications rather than inside it, so it is there whether you follow your teams or keep your own list. You do not have to take over the rest of your email to reach it.

Switching that row off stops every task reminder addressed to you — on every task, whoever set it up, on your own boards and everybody else’s. It stops nothing else: the events above are untouched, the Message Center is untouched, and no administrator can turn it back on over your head. Leave it alone and reminders keep arriving, which is what an account that has never opened this tab gets.

It is the only row on this tab that starts switched on, and the only one where ticked means “send” and unticked means “stop” rather than the other way about. That is worth knowing before you go looking for it among the others.

The switch is about your inbox, not about the schedule. With it off you can still set reminders up, and the section on the task still works — the reminders you set for other people still reach them, and the schedule is still there when you switch the row back on. To stop one reminder rather than all of them, work on the task instead — see email reminders on a task.

Which address an email arrives at is a separate question, and it lives in your account panel, not here — see where notification email goes. This tab decides whether; that one decides where.

Import your tasks — Settings → Your data → Import tasks

What it is for. You come back from a working session with a list of action items in a Word document, a spreadsheet, or just a page of notes, and you want them on your own task list without retyping each one. This reads that file with your AI assistant and turns it into tasks — on your list only, since a personal task has exactly one place it can go. You need an AI assistant configured for this to work — see choosing an AI provider.

It is in Settings → Your data, in a section of its own above Take a copy, behind the Import tasks button.

It reads Word (.docx and .doc), Excel (.xlsx and .xls), CSV and plain text. A table works best — the columns are read as columns — and a plain list of lines works too. The older .doc and .xls work as well, including the ones that are not really Word or Excel files at all: a page saved out of a wiki, Confluence, Google Docs or a web app very often arrives with a .doc name while actually being a web page inside, and that reads too.

1. Choose the file.
2. The assistant reads the file. A very large file is read in several passes rather than one, so this step can take a little longer — that is normal, and the step says which pass it is on while it works. You can cancel while it is working and nothing will have been written.
3. Review the preview, and choose what to bring in. One row per task it found, with the task name, owner, assignee and due date it worked out — each with a checkbox, plus a header box that ticks or clears every row at once and shows an in-between state once you have changed some but not all of them. The count above the list says how many of how many will be imported, and only the checked rows are. Nothing has been written yet.
4. Press Import. It tells you how many tasks landed, and they are on your list immediately — these are ordinary tasks, not a separate kind.

Taking a copy of your work

Settings → Your data opens on What is here — how many tasks are open, how many are done, how many notes and how many tags you have — and under Take a copy it offers Export tasks and Export notes. Each writes a .csv named for what it holds and the day you took it. The file is written by your browser and is sent nowhere — no copy of it reaches this app or anybody else.

• Export tasks writes your own list: the title, status, due date, assignee, owner, tags, whether it is complete and when, the board it is out on if it is on one, when it was created, and its link.
• Export notes writes the title, the group, when it was last updated, the tags and the text of the note itself.

It is a copy to read, not a file to load back. It opens in any spreadsheet and it is the right thing to send somebody, keep for your records or work through offline. Two different questions load work back in, and neither uses this file: Import your tasks reads a Word, Excel, CSV or text file somebody else made and proposes tasks from it; Back up and restore, just below, reads a file this app made back in whole.

Back up and restore

Settings → Your data, under Back up and restore, offers Back up my tasks and Restore tasks from backup. Do not confuse this with Export tasks / Export notes above — a backup is the one file of the two this app can read back in, and it says so on both buttons: the export is for reading in a spreadsheet, the backup is for restoring here. Even the filenames are different on purpose — a backup downloads as tasks-backup-<date>.csv, with "backup" in the name, rather than plain tasks-<date>.csv — so the two are never mixed up on your own disk.

• Back up my tasks downloads one file holding your own personal tasks, your notes, and the handful of settings a restore can bring back (tags, your clocks, the heavy day number). Nothing is sent anywhere — it is written by your browser, the same as the export above.
• Restore tasks from backup opens a file picker for a backup you downloaded earlier. Choose one and a dialog names the file and asks Restore from backup? before anything is written.

Restoring merges. It does not replace. A task, note or setting already here that matches something in the file is updated in place; nothing already on your list is deleted. Anything in the file that is genuinely new is added, and a tag in the file you do not already have is created — a tag you already have is left exactly as it is, never renamed or recoloured. That is what makes restoring an old or partial backup safe to try rather than something to be careful of.

A backup never contains your API key, the same as the export above, and restoring a file that does have one does not set it here either — you are told it was found and left out. Your key lives in Settings → AI and nowhere else.

Organization membership — Settings → Organization

This is not the same thing as Organization settings, and the two are easy to confuse. Organization settings — opened by clicking the team name in the corner — is administering an Organization: its name, address, mark, its Owners list, its counts. It only exists for an Organization Owner or a God Mode holder. Settings → Organization, covered here, is different: it is your own membership relationship to whatever Organization you belong to, and every reader has it, whether or not they administer anything. There is no Teams list, no Boards, no mark and no billing control here — only your role, and what you can do about it.

What you see depends on your situation:

• You belong to no Organization. The pane says so plainly, and offers Create an Organization: name it, and you become its first Organization Owner immediately.
• You are a Member. One control: Leave Organization, confirmed before it runs.
• You are one of several Organization Owners. You may leave the same way a Member does — the Organization and everyone else's data are unaffected, and the remaining owner(s) continue to administer it.
• You are the only Organization Owner, and other members remain. This is the case worth reading carefully, because it is the one that stops you. There is no Leave button at all — not a disabled one, none — because leaving would take the Organization's only administrator away while people are still depending on it, and the product will not offer a control that could only ever be refused. Instead you are told plainly: transfer ownership before leaving. A picker lets you choose one of the Organization's other members and hand ownership to them right there, without leaving this dialog; the moment that succeeds, they become the Organization Owner, you become a Member, and Leave Organization appears for you the same way it does for anyone else. If you would rather manage ownership from the fuller Organization settings surface instead, a button takes you straight there. Leaving is never forced, and nobody's membership is ever silently rearranged to make room for yours.
• You are the only Organization Owner, and the only member. This is the one case where Leave Organization is destructive, and the button says so. With nobody else left to protect, leaving closes the Organization: its Teams, Boards, Topics, Tags, Swimlanes and Groups are permanently removed. Your own Tasks, Notes and Calendar are not — they stay with your account, exactly as they were. You confirm by typing a short phrase the product shows you, naming the Organization, so it cannot be typed from memory. This cannot be undone. The same result is also reachable deliberately, without leaving, from Close this Organization in Organization settings.

Leaving otherwise never deletes the Organization or its data. As long as somebody else remains affiliated with it, Leave is a membership change, not a destructive one — the Organization and whatever it holds are unaffected by your own departure. The one exception is the last bullet above: leaving as the Organization's only remaining person is a deliberate, irreversible exception to that rule, not a contradiction of it.

When the app is thinking

Anything that might take a moment — a Claude request, pasting a long email, a slow save — shows three pulsing dots and a short line saying what is happening, in the same place that area reports success or failure. If you see it, the app is working rather than stuck.

If something does fail, the message replaces the dots and stays put. Save failures also raise a red banner in the top bar, because the detailed status line lives inside Settings where you would not otherwise see it.