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Macro’s task management system helps you organize work alongside your emails, messages, and documents. Tasks integrate seamlessly with the rest of your workspace through @linking and unified search.

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Core Capabilities

Quick Capture

Create tasks instantly from anywhere with keyboard shortcuts

Rich Context

@link tasks to documents, emails, and conversations for full context

Powerful Search

Find tasks with filters for status, assignee, due date, and more

Checkbox Integration

Convert checkboxes in documents to tasks automatically

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Creating Tasks

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Quick Task Creation

Press Cmd+Shift+T from anywhere to create a new task.
1

Open task composer

Press Cmd+Shift+T or use the command menu (Cmd+K → “new task”)
2

Enter task details

  • Title: What needs to be done
  • Description: Add context with rich text and @links
  • Due date: Set a deadline
  • Assignee: Assign to yourself or team members
  • Status: Todo, in progress, or done
3

Add context

@mention related documents, emails, or channels to provide context

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From Checkboxes

Macro automatically converts checkboxes in documents to tasks: 
- [ ] Review Q1 budget proposal
- [ ] Update team roadmap in @Planning Doc
- [ ] Send follow-up email to @alice
When you check a box in a document, it updates the corresponding task status.
Checkbox-to-task conversion works in any Markdown document. The task stays linked to the checkbox, so changes sync both ways.

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From Channels

Create tasks directly from channel messages:
  1. Hover over a message
  2. Click the “Create task” action
  3. The task is created with the message content and a @link back to the conversation

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Managing Tasks

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Task Status

Tasks can be in one of three states:
  • Todo: Not started
  • In Progress: Actively working on it
  • Done: Completed
Update status by:
  • Clicking the status dropdown in task view
  • Using keyboard shortcuts (Cmd+Shift+1/2/3)
  • Checking/unchecking linked checkboxes

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Due Dates

Set and manage due dates with natural language:
  • “tomorrow”
  • “next week”
  • “Friday”
  • “in 3 days”
  • Specific dates: “2024-03-15”
Overdue tasks appear in your daily summary and in filtered searches. Use due:[yesterday] to find all overdue tasks.

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Assignees

Assign tasks to yourself or team members:
  1. Open the task
  2. Click “Assignee” field
  3. @mention the person
  4. They’ll receive a notification

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Finding Tasks

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Search Filters

Use Macro’s search to find tasks with powerful filters: 
type:task status:todo
type:task assignee:me
type:task due:[1 week]
type:task status:todo due:[yesterday]

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Common Queries

QueryDescription
type:task assignee:me status:todoMy open tasks
type:task due:[today]Due today
type:task due:[1 week]Due in the next week
type:task status:todo priority:highHigh priority open tasks
type:task created:[3 days]Created in last 3 days
Save frequently-used task queries as saved views for quick access. Press Cmd+K → “save view” while viewing search results.

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Task Views

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List View

Default view showing tasks in a sortable list:
  • Group by status, assignee, or due date
  • Sort by priority, created date, or due date
  • Filter inline with search syntax

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Board View

Kanban-style board with columns for each status:
  1. Press Cmd+K → “task board”
  2. Drag tasks between columns to update status
  3. Group by assignee to see team workload

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Integration with Workspace

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@Linking Tasks

Tasks integrate with the entire workspace through @links: In Documents 
The API redesign is tracked in @API Redesign Task.
See implementation notes in @Technical Spec.
In Channels 
@alice can you review @Homepage Redesign Task?
In Task Descriptions 
This depends on @Authentication Service Task being completed first.
Related discussion in @team-engineering channel.
All @links are bidirectional - you can see what references a task from the task view.

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Task Context Panel

When viewing a task, the context panel shows:
  • Linked items: Documents, emails, channels that reference this task
  • Comments: Threaded discussion about the task
  • Activity: History of changes (status, assignee, due date)
  • Related tasks: Tasks mentioned in this task’s description

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Channel Mentions

When you @mention a task in a channel: 
I've updated @Website Redesign Task with the new timeline.
The task preview shows inline with:
  • Task title and status
  • Assignee and due date
  • Quick actions (mark complete, view details)

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Keyboard Shortcuts

ShortcutAction
Cmd+Shift+TCreate new task
Cmd+Shift+1Set status to Todo
Cmd+Shift+2Set status to In Progress
Cmd+Shift+3Set status to Done
Cmd+Shift+9Toggle checkbox / task
Cmd+EEdit task
Cmd+DSet due date

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Best Practices

Make task titles actionable and specific:✅ “Review Q1 budget proposal and send feedback to @alice” ❌ “Budget stuff”
Use due dates for tasks that truly have deadlines. Not every task needs a due date - only set them when they provide value.
Update task descriptions as work progresses. Add @links to new documents or conversations that become relevant.

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Task Notifications

You’ll receive notifications when:
  • A task is assigned to you
  • Someone @mentions you in a task comment
  • A task you’re watching changes status
  • A task you created is marked complete
  • Tasks are due soon (daily summary)
Configure notification preferences in Settings → Notifications → Tasks.
  • Search - Find tasks with powerful filters
  • Linking - Understanding @links and bidirectional references
  • Documents - Convert checkboxes to tasks
  • Messaging - Create tasks from channel messages

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