Instead of juggling multiple tools or trying to remember everything, Tasks :momentum-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.
Add due dates, break work into subtasks, organize tasks into lists, and use quick actions to keep your priorities moving without leaving your Momentum dashboard.
💡 Seeing a different Tasks experience? This article covers the latest version of Tasks. If your Tasks app looks different from the examples shown here, you may still be using the previous version. We recommend upgrading to the latest Tasks experience when the upgrade option is available.
Turn Tasks on or off
Choose whether Tasks :momentum-tasks: appears on your Momentum dashboard. Keep it visible for quick access to your priorities, or turn it off whenever you'd prefer more space on your dashboard.
- Open Settings :settings-2:.
- Go to General.
- Toggle Tasks on or off.
Add and manage tasks
Capture something the moment it comes to mind, then use quick actions to manage it without leaving your task list.
Add a task
- Open Tasks :momentum-tasks:.
- Select the list where you want to add the task.
- Click + New task.
- Type your task.
- Press Enter ↵.
Your new task appears in the selected list.
Complete a task
Click the checkbox next to a task to mark it complete.
Completed something by mistake? Click the checkbox again to bring it back.
Edit a task
- Click ••• next to the task.
- Select Edit.
- Make your changes.
Delete a task
- Click ••• next to the task.
- Select Delete.
⚠️ Deleted tasks can't be recovered. Make sure you no longer need a task before deleting it.
Use quick task actions
What you see depends on whether Tasks is expanded or collapsed, and whether you've selected the task.
Quick actions when you hover over a task
When Tasks is expanded, hover over a task to reveal:
- Do Today — Add the task to your Today view.
- Add Date — Add or change its date.
-
Add Subtask — Add a subtask.
💡 Using collapsed Tasks? Quick-action icons don't appear when you hover over a task in collapsed view. This keeps the compact experience closer to the previous Tasks v1 design.
Quick actions when you select a task
Click a task to reveal these actions whether Tasks is collapsed or expanded:
- Add Date
- Add Subtask
- Generate Subtasks with AI ❇️ Momentum Plus exclusive
Add or change a task date
Select Add Date or open ••• → Date.
You can choose:
- Today
- Tomorrow
- Next Sunday
- Choose date — Select another date from the calendar.
Tasks with dates can also appear in relevant built-in views such as Today and Upcoming.
Add subtasks
Break larger tasks into smaller, more manageable steps.
You can select Add Subtask after clicking a task, or:
- Click ••• next to the task.
- Select Subtask.
- Add your subtask.
Set a subtask for Today
You can set an individual subtask to Today, but it won't appear in the Today view unless its parent task is also set to Today.
💡 Want the subtask to appear in Today? Set the parent task to Today as well. This is currently expected behavior.
Generate subtasks with AI
❇️ Momentum Plus Exclusive
Need help breaking a larger task into smaller steps? Generate Subtasks with AI can suggest subtasks based on your task.
You can select Generate Subtasks with AI after clicking a task, or:
- Click ••• next to the task.
- Select Generate Subtasks.
Note: Generate Subtasks isn't shown in the task menu for Free users.
Open more task options
Click ••• next to a task to access more actions. Available options can vary based on your Momentum plan:
- Edit — Change the task.
- Date — Add or change its date.
- Subtask — Add a subtask.
- Generate Subtasks — ❇️ Momentum Plus exclusive, use AI to generate subtasks.
- Start Focus Mode — ❇️ Momentum Plus exclusive, start a focus session for the task.
- Set as Daily Goal — ❇️ Momentum Plus exclusive, make the task your Daily Goal.
- In [list name] — Move the task to another list.
- Duplicate — Create a copy of the task.
- Delete — Permanently remove the task.
💡 Free vs. Plus: Some Plus features appear with a PLUS label for Free users, while others may not appear until you upgrade. For example, Generate Subtasks isn't shown in the Free task menu.
Organize your tasks
Use built-in views and custom lists to keep tasks organized and quickly find what needs your attention.
Switch between collapsed and expanded view
Choose how Tasks :momentum-tasks: appears while you work:
- Collapsed view — Keeps Tasks compact and focused on your current list.
- Expanded view — Gives you more room to work and displays your views and task lists in the sidebar.
Click Expand or Collapse in the top-right corner of Tasks to switch between views. You can also use Cmd + \ on Mac.
💡 Expanded view gives you more ways to organize: With your lists visible in the sidebar, you can quickly switch between lists or drag and drop a task directly onto another list to move it.
Use lists and views
Tasks includes four built-in lists to help you find what you need:
- Inbox — Your main list for tasks.
- Today — Tasks that need your attention today.
- Upcoming — Tasks scheduled for the next 7 days.
- Completed — Tasks you've completed.
With Momentum Plus, you can also create custom lists for different projects, routines, or areas of your life.
Want to create a custom list, personalize its title, icon, or color, move tasks between lists, or change how a list behaves?
Learn more in Lists and views.
More task list options
Click ••• at the top of a list to access additional controls. Available options can vary depending on your plan and the type of list:
- Show top task in center — ❇️ Momentum Plus exclusive, automatically bring the next task from a list into the center of your dashboard.
- Clear completed tasks — Clear completed tasks from the list.
- Delete — Delete a custom task list.
- Stay open — Keep the Tasks panel open while using other Momentum apps. Tasks stays blurred in the background, then returns to normal and remains open when you close the other panel.
- Use subtasks for top task in center — ❇️ Momentum Plus exclusive, use subtasks with the Plus-exclusive Top task in center feature.
- Always show subtasks — Keep subtasks visible beneath their parent tasks.
💡 Task menu vs. list menu: The ••• next to an individual task controls that task. The ••• at the top of a list controls the entire list.
Learn more in Lists and views.
Save and sync your tasks
You can use Tasks :momentum-tasks: without signing in, but your tasks won't be saved across sessions.
Sign in to your Momentum account to keep your tasks and lists saved and synced.
💡 Missing your task lists? If you don't see Inbox, Today, Completed, Upcoming, or your custom lists, check that you're signed in.
Connect and manage task integrations
❇️ Momentum Plus Exclusive
Bring tasks from the tools you already use into Momentum so you can keep your priorities together without constantly switching between apps.
To find your integrations:
- Open Tasks :momentum-tasks:.
- Open the list dropdown.
- Go to Momentum Tasks.
- Open Integrations.
From there, you can connect supported task apps and manage existing integrations.
Learn more in Tasks integrations.
Set a task as your Daily Goal
❇️ Momentum Plus Exclusive
Have one task that matters most today? Set it as your Daily Goal :flag: to bring that priority into the center of your Momentum dashboard and keep it in view while you work.
- Click ••• next to the task.
- Select Set as Daily Goal.
Your selected task becomes your Daily Goal in the center of your dashboard.
Learn more about Daily Goal.
Show your top task in the center
❇️ Momentum Plus Exclusive
Use Top task in center :focus: to automatically bring the top task from a list into the center of your dashboard. When you complete it, the next task takes its place, helping you move from one priority to the next without manually setting a daily goal.
To turn it on:
- Open the task list you want to use.
- Click ••• at the top of the list.
- Select Show top task in center.
You can also control how subtasks work with Top task in center using:
- Use subtasks for top task in center
- Always show subtasks
Top task in center was previously called Autofocus.
Learn more about Top task in center, or explore the Momentum Plus overview for more Plus features.
Pro tips & keyboard shortcuts
Use these shortcuts to move through Tasks faster:
- Cmd + \ (Mac) — Expand or collapse Tasks.
- Enter ↵ — Add or save a task.
- Cmd + E (Mac) / Ctrl + E (Windows) — Edit a task.
- Cmd + Backspace (Mac) / Ctrl + Backspace (Windows) — Delete a task.
You can also click Expand or Collapse in the top-right corner of Tasks to switch between views.
💡 Expanded or collapsed: Expanded view gives you more room to work and displays your built-in views and task lists in the sidebar. Collapsed view keeps your current task list compact on the dashboard.
FAQs
:::faq
Q: Why does my Tasks app look different from this article?
A: This article covers the latest Tasks experience. If your Tasks app looks different from the examples shown here, you may still be using the previous version of Tasks. We recommend upgrading to the latest Tasks experience when the upgrade option is available.
Q: Can I undo deleting a task?
A: No, deleted tasks can't be recovered. Make sure before deleting.
Q: Why is "Tasks" missing from my main Settings?
A: Once you switch to Tasks v2, task settings move into the Tasks panel itself, where you can add and manage integrations directly.
Q: Can I switch back to old Tasks after moving to Tasks v2?
A: No. Once you've moved to Tasks v2, you can't switch back to old Tasks.
Q: I'm still using old Tasks. Will I stay on it?
A: Tasks v2 is gradually being rolled out to users who are still on old Tasks. Until your account is migrated, you may continue to see the older Tasks experience.
Q: Why isn't my subtask showing in Today?
A: A subtask set to Today won't appear in the Today view unless its parent task is also set to Today. This is currently expected behavior. Set the parent task to Today as a workaround.
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