Lucy & Tasks — Create, Assign, and Track Work by Chat
Managing Tasks Through Lucy
Lucy is the fastest way to create and update tasks in PeerBie. You don’t need to open a project board — just tell Lucy what you need and it’s done.
Creating Tasks
Say or type:
- “Create a task: Write the Q4 report — assigned to me, due this Friday.”
- “Add a task to the Marketing project: Design the new landing page — assign to Emma.”
- “Create 3 tasks: 1) Review contracts, 2) Send invoices, 3) Update CRM — all due end of week.”
Lucy will confirm before creating and ask if she needs more detail.
[Screenshot: Lucy creating a task]
Checking Task Status
- “What tasks are overdue?”
- “What is Alex working on this week?”
- “Show me all tasks in the Product Launch project that are not started.”
- “What did the team complete yesterday?”
Updating Tasks
- “Mark the budget review task as complete.”
- “Reassign the website redesign task from Tom to Sarah.”
- “Move the launch checklist task due date to next Monday.”
- “Add a comment to the API integration task: blocked waiting for credentials.”
The Task Board
While Lucy is great for quick task actions, the visual Workflow Board is better for an overview of all tasks in a project. Open any project and switch between Board view (Kanban columns) and List view (table). Drag cards between columns to update status.
[Screenshot: Workflow board with task cards]
Task Fields
Every task can have:
- Assignee(s) — one or multiple people
- Due date — with optional reminders
- Priority — Low, Medium, High, Urgent
- Status — customizable per project
- Attachments — files, images, links
- Comments — threaded discussion on the task
- Sub-tasks — break large tasks into smaller steps
Tip: Lucy automatically reminds assignees about approaching due dates and alerts you if a task becomes overdue — you don’t need to manually chase people.
