Project Management
Master the art of getting things done. Create tasks, organize projects, and collaborate with your team using powerful views and real-time communication.
Tasks
Tasks are the fundamental unit of work in Surgio. Each task can contain rich descriptions, subtasks, comments, and attachments.
Creating Tasks
Press C anywhere in the application to open the quick create dialog.
Task Properties
Projects
Projects organize your tasks into logical groups. Use them to track sprints, manage client work, or organize departmental goals.
See all tasks in a scannable list. Perfect for bulk editing and getting an overview.
Kanban-style columns for visual workflow management. Drag and drop to update status.
See tasks plotted on a calendar by due date. Syncs with Google Calendar.
Inbox
The Inbox is your team's communication hub. Chat with team members in real-time, share updates, and collaborate directly within Surgio.
Team Conversations
Access the Inbox from the sidebar to view all your team conversations:
- •Direct messages with individual team members
- •Group conversations for project discussions
- •Real-time messaging with typing indicators
- •Convert messages into tasks
Notifications
Stay informed about everything happening in your workspace. The Notifications page aggregates all important updates in one place.
What You'll See
Access Notifications from the bell icon in the header. You'll receive notifications for:
- •Tasks assigned to you
- •Comments on tasks you're following
- •@mentions in comments or descriptions
- •Project invitations and role changes
- •Meeting reminders and calendar updates
- •Task status changes
- •Due date reminders
Managing Notifications
Click any notification to mark it as read and navigate to the related item. Configure which notifications you receive in Settings → Notifications.