Alan Docs

Create a task

Create a task with a clear outcome, owner, and details for an agent or teammate.

An Alan task with its brief, ready to start a session

A task should be small enough to execute and specific enough to verify. The best task titles describe the outcome, not the activity.

Tasks are off for new teams. If you don't see Tasks in the sidebar, any team member can turn them on in Settings → your team → Tasks. See the Quickstart.

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Open the Tasks page

The Tasks page in list view, grouped by status, with the view switcher, board and list toggle, the Only me filter, and the New task button highlighted.

Tasks are grouped by status. Switch between All, Active, and Backlog, show them as a board or a list, and use Only me, sort, filters, display properties, and search to narrow the view. Choose New task (+) to create one.

Agent mode: describe it

The dialog opens in Agent mode. Describe what you want in one box, including details such as priority, assignee, labels, and how to split the work. As you type, Alan proposes a title, description, properties, and Suggested subtasks. Edit the proposal, choose Clear all to drop the subtasks, then choose Create task.

To create the task and start an agent session on it in one go, press ⌘↵ (Ctrl+Enter on Windows and Linux) in the description box instead. The task needs a usable execution target; otherwise the dialog says what's missing. The new task opens with the session already running.

The create-task dialog in Agent mode. The request asks for high priority, the bug label and two subtasks; below it Alan proposes a title, description, High priority, cycle, assignee, bug label, and two suggested subtasks.

The header row of the dialog sets the team and where the task's sessions will run: a cloud environment or a connected computer and its folder.

Manual mode: fill in the fields

Choose Switch to manual to enter a Task title, a description (type / for commands), and Add subtasks, then set status, priority, due date, estimate, assignee, cycle, epic, and labels from the chips. Switch to Agent goes back.

The create-task dialog in manual mode with the Task title field and the row of property chips: Todo, Add priority, Due date, Estimate, assignee, cycle, Epic, and Add labels.

Both modes have Create more (⌘⇧M) to keep the dialog open for the next task, and Add attachment. After creating, the Task created notice offers Open.

Good task shape

Use this structure:

  • Title: outcome in one line.
  • Description: context, constraints, and acceptance criteria.
  • Priority: urgency and impact.
  • Assignee: default owner.
  • Labels: area or type.
  • Links: PRs, docs, incidents, designs, or customer context.

Example task

Title: Add a password reset link to the sign-in page.

Description: People who forget their password need a way to request a reset email from the sign-in page.

Acceptance criteria:

  • The sign-in page has a password reset link.
  • The link opens a form that accepts an email address.
  • After submission, the page explains what to do next.

Describe the result you need. Include relevant links and constraints, and avoid vague criteria such as "looks good."

Next steps

On this page