Documented flow · 6 steps
Capture and organize a task
Create and route a task without leaving the current view.
ContextWeb · v3.2
AMContributed byAva Morgan
- 01
Open quick capture
Open the command menu without leaving the current project view.
Open screenshot detailnorthstar.app/workspaceWorkspaceProduct launchAMType a command…⌘ KQuick actionsCreate taskAdd work to any projectOpen projectJump to a workspace - 02
Choose Create task
Select the task action from the command results.
Open screenshot detailnorthstar.app/workspaceWorkspaceProduct launchAMNew taskCreate task
- 03
Add task details
Enter a clear title and optional supporting context.
Open screenshot detailnorthstar.app/workspaceWorkspaceProduct launchAMTask details - 04
Choose a project
Route the task to the project where the team will manage it.
Open screenshot detailnorthstar.app/workspaceWorkspaceProduct launchAMChoose projectWhere should this live?
- 05
Set ownership and due date
Add accountability and timing before saving.
Open screenshot detailnorthstar.app/workspaceWorkspaceProduct launchAMOwnershipSet timing and owner
- 06
Confirm task creation
The confirmation links to the task while preserving context.
Open screenshot detailnorthstar.app/workspaceWorkspaceProduct launchAMTask created
Review launch research was added to Product launch.