Quick Task Management Actions

This guide helps users understand and effectively use the task feature with clear, concise instructions.

Written By Saner.AI

Last updated About 2 months ago

Create Tasks Manually

Option 1: From the left sidebar

  1. Open the left sidebar.

  2. Click + Add.

  3. Select Add a task.

  4. Type the task name, then press Enter or click Add to save.

Option 2: From the Tasks page

  1. Open the left sidebar and go to the Tasks page.

  2. Click + Add Task in any section (Today, Other, etc.).

  3. Type the task name, then press Enter or click Add to save.

Option 3: Inside a note

  1. Open the note where you want to add a task.

  2. Type / to open the quick insert menu.

  3. Select Task.

  4. Enter the task name, choose where to save it, and confirm.

Create Tasks with AI

  1. Open Chat in Saner.AI.

  2. Describe what you need in plain language
    (for example: “Remind me to send the report tomorrow at 10 AM”).

  3. The AI generates a task with a title, due date, and labels.

  4. Click Apply to add the task to your task list.

Add a Due Date and Time

  1. Open the task.

  2. Click the date/time field.

  3. Select the deadline you want to set.

Add a Task Duration

  1. Open the task.

  2. Click the time field.

  3. Set the estimated duration for the task.

Set Recurring Tasks

  1. Open the task you want to repeat.

  2. Click the date/time field.

  3. Open recurrence settings.

  4. Choose daily, weekly, monthly, or custom, then click Save.

View Tasks Inside Notes

  1. Open the note that contains tasks.

  2. Scroll to the Tasks section.

  3. View task status or edit tasks directly inside the note.

View All Tasks

  1. Open the Tasks page from the sidebar.

  2. Use filters (such as due date, label, or tag) to narrow results.

  3. Click any task to open and edit it.

Mark Tasks as Complete Manually

  1. Find the task (inside a note or on the Tasks page).

  2. Click the checkbox next to the task.

  3. The task moves automatically to Completed.

Mark Tasks as Complete with AI

You can ask the AI to mark a task as completed for you.

  1. Open Chat in Saner.AI.

  2. Ask the AI to complete a task
    (for example: “Mark the report task as done”).

  3. The AI will show a suggested completed task in a preview box.

  4. Click Apply to confirm the change.

Note: The task is not marked as complete until you click Apply.

To view completed tasks, open task filters and enable Show completed.