> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/transformations/task-management.md).

# Task Management

### Overview

Tasks represent executable delivery work. Tasks provide ownership and progress tracking for requirements.

### Key Concepts

* **Task**: unit of work assigned to a Teammate
* **Task status**: workflow state for execution tracking
* **Due date**: planning signal for sequencing and reviews
* **Save View**: repeatable task review list

### How It’s Used

Use tasks to execute requirements. Use Save Views for daily triage and weekly delivery reviews.

### Benefits

* Clear ownership and accountability
* Faster execution tracking through consistent statuses
* Better planning through due dates and views

### Setup Steps

{% stepper %}
{% step %}

### Create and assign tasks

* [Create and Assign Tasks](/transformations/create-and-assign-tasks.md)
  {% endstep %}

{% step %}

### Standardize task views

* [Task Views and Organization](/transformations/task-views-and-organization.md)
  {% endstep %}
  {% endstepper %}

### Best Practices

* Link tasks to requirements when traceability is required.
* Keep status meanings consistent across Projects.
* Use Segments and Processes for reporting consistency when configured.

### Summary

Task Management supports execution tracking for requirements. Views and statuses provide repeatable review workflows.

Related:

* [Requirements](/transformations/requirements.md)
* [Working with Views](/getting-started/working-with-views.md)


---

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