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Create and organize tasks

Updated 2026-07-23

In two lines: in Management > Tasks you organize the team's work. Each task has an assignee, a date, a priority and subtasks, and can live in the workspace, in an account or inside a project.

How do I create a task?

  • Go to Management > Tasks (or open the tasks panel from the icon in the top bar).
  • Click New Task and type the Title.
  • Fill in what you need: description, Assigned to, Due date, Priority and labels.
  • Add subtasks to break the work into smaller steps. The task's progress is calculated automatically, based on the completed subtasks.
  • Save with Create Task.

Attach files to a task

In the Attachments block you add reference files to the task: briefs, mockups, screenshots or a PDF. Drag them onto the zone or click browse to pick them. You can add up to 10 files of 25 MB each; images and PDFs show a preview, and anyone on the task can Download them.

Choose the task's Scope before attaching: files are stored under that workspace, account or project, so the option unlocks once the scope is set.

Where does each task live? The scope

The Scope field defines who sees the task and what it's associated with. It's the key decision when creating it:

  • Workspace — internal work for your team, not tied to a specific client.
  • Account — work for a specific client; it stays within that account.
  • Project — if the task is part of a project, it inherits that project's scope.
Choosing the right scope keeps every list clean: client work in its account, internal work in the workspace. Then you filter by account or by project and find everything instantly.

How do I see my tasks?

Besides the list, you have the Calendar view, which places tasks by due date. It's ideal for planning the week's workload and seeing at a glance where work piles up.

For features like automatic repetition, comments and the global panel, see Recurring tasks and the global panel. If the work is a multi-stage engagement and not a standalone task, a project might be a better fit: see Projects and Tasks: when to use each.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.