Tasks

Tasks v2 is currently available to all Momentum users on an opt-in basis.

To opt-in, open Tasks and click the "Switch to the new Tasks experience!" banner. For the time being, if you would like to go back to Tasks v1, you can log out of your Momentum account and sign back in

Use Tasks in Momentum

Instead of juggling multiple tools or trying to remember everything, Tasks gives you one place to plan your day, organize your priorities, and keep things moving forward. Whether it’s a quick to-do or a bigger project, everything stays clear and easy to act on.

What’s new:

:::faq

Q: More ways to organize your tasks

A: Create custom task lists to organize tasks by project, work, or personal use.

Use the Upcoming view to plan and schedule tasks for the next 7 days.

Tasks stay in their original list while also appearing in Today when they’re due.

Plan ahead without needing to move tasks between lists.

Q: Tasks are now more detailed and actionable

A: Add due dates.

Break tasks into subtasks.

Open tasks to view and edit details.

Turn simple to-dos into clear, step-by-step actions.

Q: Faster actions with less clicking

A: Use hover actions for quick updates (Today, Date, Subtasks).

Access more options from the ••• menu.

Update tasks quickly and stay in flow.

Q: Smarter prioritization

A: Mark tasks as Today instantly.

Tasks with due dates appear in Today automatically.

Visual indicators show task status at a glance.

Q: More control and customization

A: Sort tasks by manual or date.

Choose where new tasks appear (top or bottom).

Control how long completed tasks stay visible.

Customize lists with icons and colors.

Q: Everything is now managed inside Tasks

A: Manage integrations, connect new apps, and control task behavior directly from the Tasks panel.

Everything is in one place so you can stay focused without switching between settings and views.

Q: Integrations are easier to access

A: Connect and manage integrations directly inside Tasks.

Switch between Momentum tasks and connected apps.

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Upgrade to Tasks v2

If you’re still using the previous version, you can upgrade once the upgrade banner appears in Tasks.

To upgrade:

Click Tasks (in the bottom right).
Click the "Switch to the new Tasks experience" banner at the top of the list.

Your tasks and lists will be safely migrated. If you have a problem with migration, please reach out to our customer support team.

Add and complete tasks

Quickly capture tasks so nothing slips through the cracks.

Click Tasks at the bottom right
Type your task
Press Enter ↵

To complete a task:

Click the checkbox
Click again to bring it back

Capturing tasks instantly helps you clear your mind and stay focused on what’s next.

Open and edit task details

Turn simple tasks into clear plans.

Click any task to open it. From the task view, you can:

Edit the task name
Add or change a date
Add subtasks
You’ll also see + New subtask.

You can also click the Date and Subtask icons at the bottom of the task view to quickly update details.

Adding details helps you move from “I should do this” to “I know exactly what to do next.”

Delete a task

Remove tasks you no longer need:

Hover over the task
Click the ••• menu
Select Delete

Note: This action cannot be undone.

Use quick actions on tasks

Hover over a task to take action instantly:

Today (sun icon) – Mark it as your focus for today
Change Date (calendar icon) – Add or update a due date
Clear Date – Remove the due date
Add Subtask – Quickly create a subtask
••• menu – Open more options

You can also right-click a task to open the menu.

These shortcuts help you make quick updates without slowing down your workflow.

Additional actions from the task menu

Click the ••• menu on a task to access more actions:

Edit – Update the task
Date – Set or change the task’s schedule. You can quickly choose from Today, Tomorrow, and Next Sunday, or select a specific date using Choose Date.

Tomorrow and Next Sunday are only available from the task menu and are not included in the quick actions.

Subtask – Add subtasks to the task
Set as Daily Goal – Highlight the task as a priority for your day.
Move to another list – Use In [list name] to move the task to a different list.
Duplicate – Copy the task
Delete – Remove the task from your list.

You can also right-click a task to open this menu.

This menu gives you full control over your task in one place.

Use lists to stay focused

Tasks v2 includes built-in lists to keep everything organized:

Inbox – Your main list for everything
Today – What you want to focus on now
Completed – Completed tasks
Upcoming – Tasks scheduled for the next 7 days

How lists work

Tasks stay in their original list
Tasks due today also appear in Today
Use Upcoming to plan your week ahead

To switch lists:

Click Tasks
Click the list name (top left)
Select a list

You can plan ahead without losing context, and stay focused on what matters today.

Create a new task list

Click Tasks
Click the list dropdown
Select + New List
Enter a name
Press Enter ↵

Keeps your tasks organized and clutter-free.

Plan your week with Upcoming

Use the Upcoming list to view and plan tasks for the next 7 days.

View scheduled tasks across the week
Drag and drop tasks to adjust and reschedule your plan

Planning in Upcoming helps you stay ahead without needing to move tasks between lists.

Move and organize tasks

Keep your tasks structured in a way that works for you.

Reorder tasks

Click and hold a task
Drag it up or down
Release to drop

Move tasks to another list

Hover over a task
Click the ••• menu
Select In [list name]
Choose a list

Organizing your tasks helps you keep things clear and easy to manage.

Customize and manage lists

Open the ••• menu on a list to manage how your tasks are displayed and behave.

Available options may vary depending on the list.

For built-in lists (Inbox, Today, Completed, Upcoming), some options are specific to how each list works.

For example, the Today list includes an option to remove all tasks from Today.

For custom lists you create, the menu includes:

Show / Hide top task in center
Clear completed tasks
Edit title, icon & color
Sort list (Manual / Date)
Add tasks (Top / Bottom)
Show completed (Never / Today / 30 Days)
Delete list
Stay open

Change list name, icon, and color

Customize your list to make it easier to recognize and organize.

Click the list name
Edit the list name directly
Choose an icon and color
Double-click to save
Click ✖ to exit

Note: This is only available for custom lists you create. Built-in lists like Inbox, Today, Completed, and Upcoming can’t be renamed or customized.

Personalizing your lists helps you scan faster and stay organized, especially when managing multiple projects.

Customize your task experience

Make Tasks work the way you prefer:

Add icons to your lists for quick recognition
Choose where new tasks appear (top or bottom)
Set how completed tasks behave:
- Move automatically
- Stay for the day
- Always remain visible
Choose your preferred start day of the week

Small customizations help you build a system that feels natural and easy to maintain.

Use the expanded Tasks view

You can expand the Tasks panel to see more and organize tasks more easily.

Click Expand (top right)
View the sidebar with all your lists
Drag tasks into different lists from the sidebar

Expanding the view gives you more space to plan and organize your tasks.

Connect and manage task integrations

Integrations are now managed directly inside Tasks, so you can connect and manage apps without leaving the Tasks panel.

Click Tasks
Open the list dropdown
Go to Momentum Tasks
Open Integrations

You can connect with popular task management tools like Todoist, ClickUp, Asana, Google Tasks, Microsoft To Do, Trello, and more.

From here, you can:

Connect new apps
Manage existing integrations
Switch between Momentum tasks and connected apps

Turn Tasks on or off

Hide Tasks if you want a simpler dashboard:

Open Settings
Go to General
Toggle Tasks on or off

Sign in to save and sync your tasks

You can use Tasks without signing in, but your tasks won’t be saved across sessions.

If you don’t see lists like Inbox, Today, or Upcoming, make sure you’re signed in.

Signing in ensures your tasks are saved and synced across sessions and devices.

Momentum Plus features

Unlock more powerful ways to manage your tasks.

Create custom task lists

Organize tasks into lists for work, personal goals, or projects.

Keeps different areas of your life separate and easy to manage.

Stay focused with Daily Goal

Highlight one task at a time so you can focus on what matters most.

Use Set as Daily Goal to prioritize a task
Momentum Plus includes Top task in center, which keeps your Daily Goal visible on your dashboard.

Keyboard shortcuts

Speed things up with shortcuts:

Enter ↵ – Add or save a task
< > keys – Switch between task lists
Ctrl (Windows) / ⌘ Command (Mac) + E – Edit a task
Ctrl (Windows) / ⌘ Command (Mac) + Backspace – Delete a task

Note: Shortcuts may vary by system. Mac: Use ⌘ (Command) Windows: Use Ctrl

FAQs

:::faq

Q: Why do my tasks appear in multiple lists?

A: Tasks with a due date stay in their original list but also appear in Today when they’re due. This helps you stay focused without losing where the task belongs.

Q: Where did my old tasks go after upgrading?

A: All your tasks and lists are automatically migrated when you upgrade to Tasks v2. Nothing is lost.

Q: Why don’t I see Tasks v2 yet?

A: The update is rolling out gradually. Check your version in Settings → About, or try the beta version.

Q: Can I undo deleting a task?

A: No, deleted tasks cannot be recovered. Be sure before deleting.

Q: Why is "Task" missing from my main settings?

A: Once you upgrade to Task V2, the Task settings move to the Task app itself, where you can add and manage integrations.

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