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Break down complex into actionable task items with descriptions, assignees, and completion tracking. Create reusable task templates to standardize common workflows and ensure consistency across your team.

Task management

Add tasks to tickets, assign team members, track completion with checkboxes, and organize work with nested subtasks up to 3 levels deep.
Create task templates at the level for common workflows like onboarding, incident response, and feature launches. Import templates into tickets to save time and ensure consistent processes.
Monitor progress with completion counters, see assigned owners at a glance, and automatically add assignees as ticket followers for updates.

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Creating and managing tasks

Add tasks to any to break down work into actionable items with assignees and completion tracking.
1

Open a ticket

Navigate to any ticket in your .
2

Find the Tasks section

Open the Tasks section from the ticket’s tab bar or sidebar, wherever your layout places it.
3

Add a task

Click Add Task to create a new task item.
4

Enter task details

Enter a description for your task. The description field auto-expands as you type, making it easy to add as much detail as needed.
Paste a multi-line list into a task row to create one task per line. Ravenna strips common list markers (- , * , 1., - [ ], •) as it splits the text, so you can paste directly from a doc or issue tracker without cleaning it up first.
5

Assign team members

Hover over the task and click the user icon on the right to assign one or more team members. Assigned users appear as avatars next to the task.
When you assign users to a task, they’re automatically added as to the parent ticket, ensuring they receive updates. Assignees also receive a Slack and email for the task, controlled by their notification preferences.
6

Track completion

Mark tasks as complete by clicking the checkbox next to each task. Completed tasks show with a strikethrough. The Tasks section header displays progress with a counter (for example, “2/5” means 2 out of 5 tasks are complete).

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Organizing with subtasks

Create subtasks to break down complex tasks into smaller steps. Tasks can be nested up to 3 levels deep (parent → child → grandchild).
1

Add a subtask

Hover over any task and click the + button on the right.
2

Expand and collapse

Click the chevron icon next to parent tasks to expand or collapse their subtasks.
3

View hierarchy

Nested subtasks maintain visibility of the overall structure while allowing you to focus on specific task groups.
Hierarchical tasks help you organize complex work into manageable chunks while maintaining visibility of the overall structure.

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Managing tasks

Remove tasksDelete individual tasks by hovering over them and clicking the X button on the right. Removing a parent task will also remove all of its subtasks.Remove tasks added from a templateWhen a ticket has tasks imported from a task template, a Remove Template action appears next to Add Task and Template in the Tasks section header. Clicking it opens a confirmation dialog and, once confirmed, deletes every task item that came from the template (including their subtasks). Any tasks you added manually are kept.Use this when you want to clear an applied template without wiping the ticket’s manually added checklist items. To replace the entire checklist with a different template’s tasks instead, use Template to import a new one — importing still replaces all existing tasks.Cancel and restore tasksCancel a task when it no longer needs to be done but you want to keep it visible for context (for example, a step that was skipped because a customer changed their request). Cancelling is non-destructive: the task stays on the ticket in a cancelled state and can be restored at any time.
  • Cancel a task: hover over an open task, click the row action menu, and choose Cancel task. Cancelled tasks are frozen. The description, assignees, and completion checkbox cannot be edited until the task is restored.
  • Restore a task: hover over a cancelled task, click the row action menu, and choose Restore task. The task returns to its previous open state and can be edited and completed again.
Completed tasks cannot be cancelled directly. Reopen the task first if you need to move it into the cancelled state.The Tasks section header shows a cancelled counter alongside the completion counter when any tasks are cancelled (for example, “2/5 · 1 cancelled”).
When a ticket is moved to Done or Closed, your workspace’s Close ticket task policy decides whether Ravenna prompts to cancel remaining open tasks in bulk. The default is to leave tasks open.
Reorder tasksTasks are displayed in the order they were created. To reorder tasks, you’ll need to delete and recreate them in your preferred order.
We recognize that reordering tasks is an important feature. It’s on our roadmap and coming soon!

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Task templates

Task templates let you create reusable sets of tasks that can be quickly imported into any . Standardize common workflows like onboarding, incident response, feature launches, or any repeatable process your team handles.
Task templates are -specific and can be managed by any team member with access to workspace settings.

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Organize templates with folders

Group related task templates into folders to keep your template library organized as it grows.
1

Navigate to settings

Go to Settings > Task Templates in your workspace.
2

Create a folder

Click + Folder to create a new folder. Give it a descriptive name (for example, “Onboarding” or “Incident Response”).
3

Move templates into folders

Drag and drop existing templates into folders, or create new templates directly within a folder.
Folders are purely organizational. They do not affect how templates are imported into tickets.

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Create a template

1

Navigate to settings

Go to Settings > Task Templates in your workspace.
2

Create a new template

Click + Template in the top-right corner.
3

Configure template details

Fill in the template information:
  • Icon and color: Select an icon and color to visually identify your template
  • Name: Give your template a clear, descriptive name
  • Description: Add details about when to use this template (optional)
4

Save the template

Click Save to create your template. You can now add task items to it.

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Add task items to templates

After creating a template, add the task items that will be imported into tickets.
1

Open template details

Click any template in the list to open its detail page.
2

Navigate to Items tab

The Items tab shows all tasks in your template. Click Add to create a new task item.
3

Configure task details

For each task item, you can set:
  • Description: What needs to be done
  • Assignees: Default users who should be assigned (optional)
  • Subtasks: Create nested tasks by clicking the + button on any task
Pasting a multi-line list into a task row creates one item per line. Ravenna strips common list markers (- , * , 1., - [ ], •) so you can paste directly from an outline or checklist.
4

Save changes

Click Save Changes when you’re done editing task items.
Task templates support the same 3-level hierarchy as regular tasks (parent → child → grandchild).

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Edit task items

Modify task items at any time:
  • Edit descriptions: Click into any task description field to update the text
  • Add or remove assignees: Click the user icon to manage default assignees
  • Reorder tasks: Tasks maintain their creation order
  • Delete tasks: Hover over a task and click the X button to remove it
Changes to task templates only affect future imports. Existing tickets that used the template won’t be updated automatically.

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Import templates into tickets

Save time by importing pre-configured task templates into your .
1

Click Import

In the Tasks section of a ticket, click Import next to the Add Task button.
2

Select a template

Select from your workspace’s task templates in the modal.
3

Confirm import

Click Import to add all tasks from the template to your ticket.
Importing a template will replace any existing tasks in the ticket, including tasks you added manually. Make sure to save any work before importing. If you only want to remove tasks from a previously imported template, use Remove Template in the Tasks section header instead.
4

Customize as needed

After importing, you can modify descriptions, assignees, and completion status for this specific ticket.
Importing a template creates a copy of the tasks in the ticket. Changes to the template won’t affect previously imported tasks.

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Manage templates

Edit template detailsUpdate a template’s name, description, icon, or color:
  1. Click the template in the list to open its detail page
  2. Click the Details tab to access the template configuration form
  3. Make your changes and click Save to update the template
Delete templatesRemove templates you no longer need:
  1. In the task templates list, check the boxes next to templates you want to delete
  2. Click the delete action in the table or use the row action menu
  3. Confirm you want to delete the selected templates
Deleting a template is permanent and cannot be undone. Tickets that previously imported the template will keep their tasks.
Search templatesUse the search bar at the top of the task templates page to filter templates by name or description. This is helpful when you have many templates in your .

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Template examples

Employee onboarding

Create a template with tasks like:
  • Set up email account
  • Provision laptop and equipment
  • Add to Slack channels
  • Schedule orientation meetings
  • Assign onboarding buddy
  • Complete HR paperwork
Standardize your incident handling:
  • Acknowledge incident
  • Assess severity and impact
  • Notify stakeholders
  • Investigate root cause
  • Implement fix
  • Verify resolution
  • Write post-mortem
Ensure nothing is missed during launches:
  • Write feature documentation
  • Create demo video
  • Update changelog
  • Notify customer success team
  • Send announcement email
  • Monitor for issues
  • Collect user feedback
Handle account closures consistently:
  • Export customer data
  • Cancel subscriptions
  • Remove access credentials
  • Archive account information
  • Send confirmation email
  • Update CRM records

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Best practices

Keep tasks focused

Write clear, actionable task descriptions that describe a single piece of work. If a task feels too large, break it down into subtasks.
Assign at least one person to each task to ensure accountability. Multiple assignees work well for collaborative tasks.
Create task templates for recurring workflows to ensure your team follows consistent processes across similar .
Check off tasks as they’re completed to keep everyone informed of progress. The progress counter helps stakeholders see status at a glance.
Begin with a few essential templates for your most common workflows. You can always add more as your team identifies patterns.
Give templates descriptive names that make it obvious when to use them. Include the workflow type or department if helpful.
Only set default assignees for tasks that always go to the same person or role. Leave others unassigned for flexibility.
Review and update templates regularly as your processes evolve. Remove outdated steps and add new ones as needed.
Use the description field to explain when and how to use each template. This helps new team members understand your workflows.
Last modified on August 17, 2026

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Everyday tasksSetting up TasksWorkspace settingsPortalTriggers & actions