Viewing tasks

Missive gives you multiple ways to view, organize, and track tasks across your conversations and teams. Whether you’re focusing on your own work, monitoring tasks across your organization, or managing subtasks within a conversation.

Tasks view

The Tasks views in your sidebar are the three main ways to view your tasks:

• My tasks: All your tasks across any teams or organizations

• Organization tasks: All tasks in your organization

• Team tasks: Tasks assigned to a specific team

Organizing and filtering tasks

The Tasks view offers various ways to organize your work:

• Filter tasks by assignees, team, status, or other criteria

• Pin custom filtered views to your sidebar

• Sort and group tasks according to your preferences

• Click on conversation pills to quickly access related conversations

Subtasks

Subtasks are tasks created within a conversation. For larger projects, you can create a conversation and attach multiple subtasks to it. This allows you to assign the conversation to a project owner while distributing subtasks to different team members.

For example, when a new sales inquiry comes in, you can assign the conversation to a sales representative and create subtasks to track the entire sales process:

• Initial contact and qualification (Sales team)

• Product demo scheduling (Sales team)

• Technical requirements review (Engineering team)

• Contract preparation (Legal team)

• Account setup (Customer Success team)

This allows you to track the lead's progress through your sales pipeline while coordinating work across multiple teams. Subtasks appear in both the Tasks sidebar and the Tasks views.

Tasks sidebar

The Tasks sidebar on the right side of a conversation provides a unified view of all task-related information:

• The conversation's task attributes (status, team, assignees, due date, description)

• All subtasks in the conversation, grouped by status (To do, In Progress, Closed)

Use the Tasks sidebar to manage both the conversation-level task and its subtasks without leaving the conversation.

Calendar

To view your tasks with due dates (and their progress status) in Missive built-in calendar, toggle on Tasks calendar in the calendar filter (the second icon in the upper-right).