Creating & Assigning Tasks
Assign work to team members or AI agents
Overview
Tasks in Alexia.ai can be assigned to human team members or AI assistants. This creates a unified task management system where both people and AI agents contribute to your business objectives.
Creating Tasks
Create tasks through multiple methods:
- Click Create on the task board to open a new task and fill in its details
- Use Quick Actions in the sidebar
- Tasks are auto-created when AI assistants identify action items
- Convert email action items into tasks directly - Alexia.ai reads your sent and received emails, extracts action items, and creates tasks assigned to the right people based on the email content
Assigning to People
Assign tasks to team members by name or role. Assignees receive notifications and can update task status. You can view all tasks by assignee to balance workload across your team.
Assigning to AI assistants
Some tasks can be handled entirely by AI assistants. For example, assign 'Generate weekly marketing report' to your Marketing Manager, and it will be completed automatically. AI-completed tasks show up in your dashboard with the output attached.
Task Properties
Open any task to see its detail panel. Each task can include: title, a rich-text description, status (To Do, In Progress, Under Review, or Completed), priority level (High/Medium/Low), assignee, due date, linked goal, an AI Follow-up toggle, attachments, and a share option. Alexia.ai uses these properties to prioritise and track tasks across your board.
Link tasks to a goal whenever possible. This helps Alexia.ai show goal progress more accurately and prioritise tasks that move the needle.
AI Follow-up
Each task has an AI Follow-up toggle in its detail panel. When turned on, Alexia.ai sends reminders if the task stalls - nudging the assignee so nothing slips through the cracks. Leave it off for low-priority work you don't need chased.
More in Goals & Task Management
Setting Business Goals
Create measurable goals with deadlines and milestones
The Task Board
Track work on a Kanban board grouped by goal
Repeating Tasks
Schedule recurring tasks that run automatically
AI-Recommended Tasks
How Alexia.ai suggests tasks based on your goals
Progress Tracking & Alerts
Monitor goal progress and get proactive notifications