Steps

Some tasks are a single action with a script. Preparing a meeting, reviewing a contract or getting a presentation ready are things you do in one sitting that still have four or five points you would rather not keep in your head. That is what steps are for.

Steps and projects

Steps and projects solve different things. A task with steps is still a single action with a script you tick off while you carry it out. A project groups several independent tasks, each with its own context, owner and date. If each point on your list could happen at a different time, with different tools or through different people, it is a project. See Projects.

How they work

• Steps are added from the task detail and also while clarifying it. If the task has none yet, you will see the "Step" option next to "Project" and "Context".
• Each step has a title and an optional note.
• You see one at a time. The arrows take you to the previous and next one, and the counter tells you where you are.
• When you open a task, it shows the first step you have not checked yet.
• You can have up to 20 steps in a task.

Checking steps does not complete the task

Steps support you while you work, they are not a way to complete the task. Even if you check them all, the task stays open until you complete it. This is deliberate: a task ends when you decide it has ended, not when a list runs out.

Who can edit them

Steps follow the same rules as the rest of the task. Its owner can add, edit, check and delete them. Anyone with access to the task who is not its owner can see and navigate them without making changes. See Creator, owner and assignment.

In recurring and delegated tasks

• In a recurring task, steps are copied to each new occurrence unchecked. The script stays, the progress resets. See Recurring tasks.
• When you delegate a task, its steps travel with it unchecked, so the person receiving it follows their own script. See Delegations.