Tasks and pinned notes

My Tasks is your own to-do list on the Hub. Tasks are private. No teammate, and no admin, can see them.

#Add a task

1. On the Hub, find My Tasks.
2. Click Add Task, type a title and press Enter.
3. Set a Due date if it has one. Overdue dates show red and today's show amber.

Tasks are sorted by due date, soonest first. Tasks with no date go last. Tick the box to complete one. The Open and Completed tabs switch between them.

#Notes

Click the chevron on a task to open its note. Notes are rich text and save as you type. You can paste screenshots into them.

#Task menu

#Pinned notes

A pinned note floats over every page in Tidy, so your checklist stays in view while you work. You can pin up to 6. Each has a due date picker in its title bar. In Chrome and Edge you can pop one out into its own window. Pinned notes follow your account to other computers.

#Dated tasks on the calendar

Tasks with a due date show on the Hub calendar's Due Date tab beside your bids.

#Overdue reminders

When a task passes its due date, Tidy adds a private Task notice to your Hub notifications, with Complete and Dismiss buttons. It does not send an email.

#What the agent can do

The agent can list, create, update, complete and delete your tasks, write and replace notes, and pin or unpin them. Over MCP this works with no Tidy tab open, so a connected assistant can keep your list up to date from a meeting summary.

Try:

• "Add a task to call the client about the ceiling heights on Friday."
• "What tasks do I have due this week?"
• "Turn the open questions from this email into tasks linked to this bid."

#Related

• Manage tasks and your calendar
• My Hub