Tasks

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.

💡 Tasks v2 gives you more ways to stay organized. Create custom lists, add due dates and subtasks, and switch between views like Today and Upcoming. Quick hover actions and the ••• menu help you work faster with less clicking.

Upgrade to Tasks v2

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

To switch to Tasks v2: open Tasks and click the "Switch to the new Tasks experience!" banner. Your existing tasks and lists are safely migrated. If anything looks off after migrating, reach out to our customer support team.
To go back to Tasks v1: log out of your Momentum account and sign back in.

The rest of this article describes Tasks v2.

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 its 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 using + New subtask

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

Take quick actions on a task

Hover over a task (or right-click it) to open its actions 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, including:
- Edit – update the task
- Date – choose Today, Tomorrow, Next Sunday, or Choose Date for a specific day
- Set as Daily Goal – highlight the task as your priority for the day
- Move to another list – select "In [list name]"
- Duplicate – copy the task
- Delete – remove the task

💡 Tomorrow and Next Sunday are only available from the ••• menu, not the hover quick actions.

Delete a task

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

Note: Deleted tasks can't be recovered, so make sure before you delete.

Connect and manage Task integrations

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

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

Momentum connects with popular task tools like Todoist, ClickUp, Asana, Google Tasks, Microsoft To Do, and Trello. From here, you can connect new apps, manage existing integrations, and switch between Momentum tasks and connected apps.

For step-by-step setup per service, see Connect task integrations.

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.

Turn Tasks on or off

Hide Tasks if you want a simpler dashboard:

Open Settings
Go to General
Toggle Tasks on or off

Momentum Plus features

❇️ Momentum Plus Exclusive

Set as Daily Goal to highlight one task at a time, paired with Top task in center to keep your Daily Goal visible on your dashboard.

Momentum Plus Overview

Keyboard shortcuts

Enter ↵ – add or save a task
< > – switch between task lists
ctrl e (Windows) / cmd e (Mac) – edit a task
ctrl backspace (Windows) / cmd backspace (Mac) – delete a task

Note: Shortcuts may vary by system. Mac uses cmd, Windows uses ctrl.

FAQs

:::faq

Q: Where did my old tasks go after upgrading to Tasks v2?

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

Q: Why don't I see Tasks v2 yet?

A: Tasks v2 is opt-in. Open Tasks and look for the "Switch to the new Tasks experience!" banner to turn it on.

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.

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