One task, many useful views
Complete or reschedule a document task from the note, dashboard, reminder center, or Tasks workspace.
Tasks in context
Keep the action connected to the thinking behind it.
Tasks often begin inside notes: a decision in a meeting, a line in a plan, or a follow-up discovered during research. Trellvia uses one canonical task model so an action can live inside its source document and appear in the unified Tasks workspace without becoming a disconnected duplicate.
Standalone tasks · embedded tasks · due dates · reminders
Context stays attached
Document tasks retain a direct route back to the note and folder where the work began.
Attention without alarm
Clear due-state language and optional reminders surface what matters without manufacturing urgency.
01
Unified work
Bring personal, grouped, and document tasks together
The Tasks workspace starts with ungrouped Global tasks, continues through the lists you create, and then brings in tracked tasks from your documents. Each row shows the information needed to act while preserving its original source.
- Global tasks and named task groups
- Tracked checklists from documents
- Open, due-soon, and 90-day completed views
02
Useful scheduling
Treat a due date like a deadline, not a productivity score
Incomplete work is ordered by due date, with overdue and near-term tasks made clear in words as well as color. Quick rescheduling handles ordinary changes, while exact dates and independent reminders remain available when a task needs more care.
- Quick choices for tomorrow, three days, or one week
- Independent due dates and reminder timestamps
- Automatic attention for overdue and due-today work
03
Shared responsibility
Assign work without opening every private list
In a team workspace, task assignment is deliberately narrow. A teammate sees the task they were assigned, not an account-wide feed of private work. Tasks inside shared documents continue to follow that document's access rules and current version.
- Workspace, assigned-to-me, and created-by-me scopes
- Per-assignee reminders that stay private
- Immediate removal of access after revocation or membership changes
Common questions
Tasks in context, explained.
Can tasks live inside notes?
Yes. Checklist items can become canonical Trellvia tasks and appear in the unified Tasks workspace while remaining inside their source document.
Are due dates and reminders the same thing?
No. A due date describes the deadline. A reminder is an optional time to surface the task, and the two can be managed independently.
Can I organize standalone tasks into lists?
Yes. Trellvia supports a Global list plus named, color-coded task groups for standalone work.
Keep the thread moving
Make room for the thought before the system.
Capture freely, connect what matters, and move useful ideas forward in one calm workspace.