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Create and Manage Tasks

Create tasks, filter and assign work, change task status, review AI-generated tasks, and delete completed or unwanted work.

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Written by Petar Ojdrovic

The Tasks page combines manually created work and tasks generated by Yada automation.

Create a task

  1. Open Operations → Tasks.

  2. Select New Task.

  3. Enter a title and optional description.

  4. Choose the task type and status.

  5. Optionally link a listing and assign one or more team members.

  6. Create the task.

Find the work you need

Search task titles and descriptions. Filter by all tasks or AI Generated Tasks, one or more assignees, status, and listing. Yada remembers your default status filter.

Update a task

Change status or assignees directly in the table. Open a task to edit its title, description, type, status, listing, and assignees.

Delete tasks

Select one or more rows and use the delete action for bulk cleanup. Deletion is permanent, so confirm that the selected work is no longer needed.

Load more

The page initially loads the newest task records. Select Load more when the footer says additional tasks are available.

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