Product helpTasks & projects

Tasks & projects

TL;DR

Every decision in Ripple becomes a task, automatically created, context-linked, and trackable. Tasks connect people, meetings, and purpose so teams stay aligned without extra admin work.

Overview

Ripple tasks are living reflections of team intent—not isolated checklists. Whether generated from a Jam discussion, a live Call, or a Note, each task carries transcript snippets, related topics, and origin links. This context-first design keeps “what was decided” tethered to “what gets done.”

Note

For the authoritative UI copy, reference Ripple Onboarding Guide — New Zealand Edition 2025 sections 4.1.1.3 (New Task quick-create), 4.1.4 (Inbox/To-do/Boards layout), and 4.3 (Details panel on the right-hand rail). Those sections mirror Version 25.docx pages 6–13.

In depth

Creating tasks

  • Automatic: Ripple AI lifts action items directly from Jam summaries and Call minutes.
  • Manual: Click + New Task in any channel, add title, description, assignee, and due date. Optionally link related Jams, Calls, or Notes.
  • Voice to tasks: Dictate follow-ups during Calls or asynchronous updates and let AI structure them.

Refer to the priority table and status dropdown described in section 4.1.1.3 when documenting SLAs or playbooks—the six-level priority list (None → Urgent) and Backlog/In Progress/Done statuses live there.

Viewing tasks

  • Channel Tasks tab: Shows every item tied to that workstream.
  • TaskBoards: Kanban-style view grouped by status or owner.
  • My Tasks: Personal dashboard covering Inbox, To-do, and Done.

The layout matches the NZ guide’s 4.1.4 section exactly: Inbox for new work, To-do for assigned items, Boards dropdown (Add/Browse/Create), plus the overview panel and global search bar.

Best practices

  • Let AI create tasks automatically—you will capture 3× more actionable items than manual note-taking.
  • Add source links (Jam or Call) to every manual task so owners can replay context.
  • Review the Task Summary Report weekly to spot blockers and aging work.

Right-hand panel controls

When you open any task, depend on the right-hand panel behavior outlined in section 4.3: Participants, Invite (+), Details (tags, due dates, priority), Activity Feed, Files, and the ⋯ settings menu. This keeps every Product Help description synced with Version 25.docx.

Example flows

  • Sprint review Jam → AI tasks populate the Product board with demo feedback.
  • Customer call → Tasks sync to the Success channel with renewal reminders.
  • Governance Note → Bullets convert into action items with linked policies.

See also