# Tasks and pinned notes

> Your private to-do list on the Hub, with due dates, notes, links to bids, floating pinned notes and overdue reminders.

Source: https://automatedconstruction.io/tidy/docs/features/tasks-and-notes
Section: Features

**My Tasks** is your own to-do list on the [Hub](https://automatedconstruction.io/tidy/docs/features/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

| Action | What it does |
| --- | --- |
| Edit Title | Rename the task (or double-click the title) |
| Pin Note | Turn the note into a floating window |
| Link to Opportunity | Tie the task to a bid |
| Unlink Bid | Remove that link |
| Delete | Remove the task |

## 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."

> [!note]
> The agent only manages tasks when you ask it to. It does not watch your list and add tasks on its own. Overdue notices are the only automatic part.

> [!agent]
> Tools: `tasks_list`, `tasks_get`, `tasks_create`, `tasks_update`, `tasks_replace_note`, `tasks_delete`, `tasks_pin`, `tasks_unpin`. Tasks carry `TSK-` tokens for agent use.

## Related

- [Manage tasks and your calendar](https://automatedconstruction.io/tidy/docs/guides/manage-tasks-and-calendar)
- [My Hub](https://automatedconstruction.io/tidy/docs/features/hub)