> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ravenna.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks

> Break tickets into tracked subtasks with assignees, completion checkboxes, nested subtasks, and reusable templates for common multi-step workflows.

Break down complex <Tooltip headline="Tickets" tip="Support requests and work items" cta="Learn about tickets" href="/documentation/tickets/channels">tickets</Tooltip> into actionable task items with descriptions, assignees, and completion tracking. Create reusable task templates to standardize common workflows and ensure consistency across your team.

## Mental model

Tasks are checklist items within a ticket. They break down a ticket's work into discrete, trackable steps with optional assignees and completion status. Tasks are not separate tickets. They live inside a single ticket and share that ticket's context, channel, and permissions.

Key distinction: tasks vs child tickets.

| Feature             | Tasks                                  | Child tickets                                        |
| ------------------- | -------------------------------------- | ---------------------------------------------------- |
| **Scope**           | Checklist items within one ticket      | Separate tickets with their own lifecycle            |
| **Depth**           | Up to 3 levels of nesting              | Unlimited parent-child hierarchy                     |
| **Assignee**        | Multiple assignees per task            | One assignee per ticket                              |
| **Status**          | Complete/incomplete (checkbox)         | Full status workflow (Open, In Progress, etc.)       |
| **Notifications**   | Task assignees become ticket followers | Each child ticket has independent notification rules |
| **Cross-workspace** | No, tasks exist within one ticket      | Yes, parent and child can be in different workspaces |
| **Templates**       | Task templates for reusable checklists | No template system for child ticket structures       |

Use tasks for simple checklists where each item is a discrete action step. Use child tickets when each item needs its own status workflow, assignee lifecycle, or cross-team visibility.

***

## Task templates

Task templates are workspace-scoped, reusable sets of task items. When imported into a ticket, the template's tasks are copied into the ticket. After import, the tasks are independent of the template.

Key behaviors:

* Importing a template **replaces** all existing tasks in the ticket. It does not merge or append.
* Changes to a template do not affect previously imported tasks.
* Templates support the same 3-level nesting as regular tasks.
* Templates can have default assignees. When imported, those assignees are automatically added as followers on the ticket.
* Templates can be organized into folders for easier management. Folders are purely organizational and do not affect template behavior.

Common template patterns:

* **Onboarding checklists**: Account provisioning, equipment setup, orientation scheduling.
* **Incident response**: Acknowledge, assess, notify, investigate, fix, verify, post-mortem.
* **Change management**: Request, review, approve, implement, verify, document.

***

## Tasks in automation

Tasks can be created and managed through the Ravenna API and agent tools. The agent can:

* List tasks assigned to the current user across the workspace, with linked ticket context.
* Create tasks on a ticket with descriptions and assignees.
* Import task templates into a ticket.
* Mark tasks as complete.

Workflow actions can also interact with tasks when building automated processes.

***

## Constraints and gotchas

* Tasks nest up to 3 levels deep (parent, child, grandchild). Deeper nesting is not supported.
* Deleting a parent task deletes all its subtasks.
* Tasks cannot be reordered after creation. They display in creation order.
* Importing a template replaces all existing tasks in the ticket. This is destructive and cannot be undone.
* Task templates are workspace-scoped. There is no cross-workspace template sharing.
* Assigning a user to a task automatically adds them as a follower on the parent ticket. This cannot be disabled.
* Task completion does not trigger ticket status changes. Completing all tasks does not automatically close the ticket.
* Tasks do not have their own due dates, priorities, or statuses beyond complete/incomplete.
