PrimeFlow Task Nodes
Place, expand, and work with Task nodes on a PrimeFlow canvas - independently or as part of a larger map.
A Task node represents a real PrimeTask task on a PrimeFlow canvas. Use Task nodes to plan work visually, group tasks around a theme, map dependencies, or see how a task fits into a larger project or CRM relationship.
Task nodes can be placed on a canvas directly, or they can appear automatically when you expand a Project, Milestone, Contact, or Company node. In both cases, the node points to the same task everywhere in PrimeTask - changes made on the canvas update the task, and changes made to the task update the canvas node.
Task nodes are real tasks
Anything you do on a Task node - change its status, add a subtask, open the checklist - happens on the real task in PrimeTask.
What you can do
Place a Task node
on a canvas to map work visually.
Review key task details
at a glance without opening the task page.
Expand and edit the task description
as a linked canvas note.
Change status or priority
directly from the Action Toolbar.
Add a subtask
Expand the node
to show subtasks and checklist items as their own connected nodes.
Connect tasks
to projects, milestones, CRM records, or other tasks.
Pin a generated Task node
so it stays on the canvas when its parent is collapsed.
Use color themes and overrides
to make tasks stand out on the canvas.
Remove a Task node
from the canvas without deleting the task.
How to add a Task node
From the Node Library
Step 1
Open PrimeFlow.
Step 2
Open or create a canvas.
Step 3
Open Show Library.
Step 4
Drag Task onto the canvas.
Step 5
Choose an existing task, or create a new task when prompted.
From the canvas right-click menu
Step 1
Right-click the canvas where the task should be placed.
Step 2
Choose Task.
Step 3
Choose an existing task, or create a new task.
For the full node-adding guide, see Adding Nodes in PrimeFlow.
From a parent node's expansion
Task nodes also appear automatically when you expand:
- Project Tasks on a Project node
- Tasks on a Milestone node
- Tasks on a Contact or Company node
See PrimeFlow Project Expansion Nodes and PrimeFlow CRM Expansion Nodes.
By converting another node into a task
Several node types can be turned into a task in place:
- Mind map nodes - Central Topic, Main Topic, Sub Topic, Floating Topic, and Summary. See PrimeFlow Mind Map Nodes.
- Sticky notes - the sticky's content is carried over to the new task.
- Quick Notes - convert a single quick note to a task. Quick Notes are shared across the dashboard widget, App Header, PrimeFlow, and MCP - see the canonical Quick Notes home and PrimeFlow Quick Notes Node.
Converting creates a real task in PrimeTask and puts a Task node in its place on the canvas.
Capture first, convert later
Brainstorm with mind map nodes, sticky notes, or quick notes during a planning session, then turn the items worth tracking into real tasks without leaving the canvas.
What a Task node shows
A Task node summarises the task with:
- Name and status
- Priority
- Due date when set
- Progress
- Subtask count with a mini progress indicator
- Checklist progress when the task has a checklist
- Assignees
- Tags when the task has them
- Attachment and media indicators (files, images, YouTube, X posts) when the task has them
- Description access for reading or editing the task's description from the canvas
- Task type context - personal, project, or CRM
- Pin state when the node was generated from a parent's expansion
Use the Task Action Toolbar
Click a Task node to open the PrimeFlow Action Toolbar for that task.
From the toolbar you can:
- Change status.
- Change priority.
- Open the checklist to view or edit checklist items.
- Add a subtask.
- Edit custom fields - Pro, when your Space uses custom fields. See Task Custom Fields.
- Manage dependencies - Blocked By and Blocks - Pro, available in contexts that support dependencies. See Task Dependencies.
- Open the task page for the full task workflow.
- Edit, duplicate, or delete the task.
For the shared toolbar guide, see PrimeFlow Action Toolbar.
Delete removes the task, not just the canvas node
Use Remove from Canvas when you only want to take the node off the canvas. Delete removes the task from PrimeTask.
Expand a Task node
Task nodes can expand in three ways:
- Description - the task description opens as a linked documentation-style node. Use this for long notes, rich text, images, YouTube videos, or X posts without stretching the Task node itself.
- Subtasks - each subtask appears as its own Task node connected to the parent. Subtask nodes can expand further to show their own subtasks and checklists.
- Checklists - each checklist item appears as its own connected node. Checking an item from the canvas updates the task's checklist.
Description, subtask, and checklist expansion nodes use PrimeTask's canvas contrast behavior, so color themes and appearance overrides read correctly. Pinned subtask and checklist nodes stay on the canvas when the Task node is collapsed.
For the full expansion behavior, see PrimeFlow Task Expansion Nodes, Subtasks, and Task Focus Mode.
Independent and generated Task nodes
Task nodes can be either:
- Independent - placed directly from the library or the right-click menu. Use these when a task belongs on the canvas for its own reasons, not because it came from another node.
- Generated - created by expanding a Project, Milestone, Contact, or Company node. Generated Task nodes can be pinned so they stay visible when the parent section is collapsed.
PrimeFlow reuses a Task node that is already on the canvas when another expansion would produce the same task, and connects it with a link rather than duplicating it. This keeps the map clean when the same task belongs to multiple parents.
Color theme support
Task nodes follow the canvas color theme and any per-node appearance override you apply:
- Background, border, and text adapt together so the node stays readable.
- Subtask and checklist nodes read the same way when expanded.
- Appearance is canvas-only and does not change the task record.
Connections
Task nodes connect to other parts of the canvas through labeled relationships, including:
- Project Task - from a Project node
- Milestone Task - from a Milestone node
- Contact Task or Company Task - from CRM nodes
- Subtask - from a parent task
- Linked - when a task node already on the canvas is reused by another parent's expansion
For connection behavior, see PrimeFlow Connections and Edges.
Things worth knowing
Remove from Canvas does not delete the task
Removing a Task node from the canvas removes the visual node and its canvas connections. The task remains available in Tasks.
Description expansion edits the real task
The expanded description node is linked to the task. Editing it updates the task description you see on the Task Details Page and in task notes. If you remove the Task node from the canvas, its linked description expansion is removed with it.
Appearance overrides are canvas-only
Changing a Task node's appearance affects the canvas only. It does not change the task itself.
Tasks follow the active Space
Tasks come from the active Space. Switching Spaces changes which tasks are available and which canvases you are working on.
Pin applies to generated Task nodes
Pinning keeps a generated Task node visible when its parent is collapsed. Independent Task nodes stay on the canvas until you move or remove them.
Common questions
"What's the difference between an independent Task node and a generated one?"
An independent Task node is placed directly - it isn't tied to any parent. A generated Task node appears when you expand a Project, Milestone, Contact, or Company, and it can be pinned to survive the parent's collapse.
"Do subtasks and checklist items appear as their own nodes?"
Yes. Expanding a Task node places its subtasks and checklist items on the canvas as connected nodes. See PrimeFlow Task Expansion Nodes.
"Can I edit a task description from PrimeFlow?"
Yes. Expand the task's description, open the linked editor, and save your changes. The task description updates everywhere that task appears.
"Does changing status on the canvas update the task?"
Yes. Status, priority, checklist, subtasks, and other edits made from the Task node update the real task.
"Can I pin an independent Task node?"
Pin is used for generated Task nodes to keep them visible when the parent is collapsed. An independent Task node stays on the canvas until you move or remove it.
"Does Remove from Canvas delete the task?"
No. Remove from Canvas takes the node off the canvas only. Delete from the Action Toolbar deletes the task.
"Can I use dependencies from the canvas?"
Blocked By and Blocks are available from the Action Toolbar as part of Pro. See Task Dependencies and License Settings.
Where to go next
| If you want to… | Read this |
|---|---|
| Work with subtasks and checklist nodes | PrimeFlow Task Expansion Nodes |
| Use Task node actions | PrimeFlow Action Toolbar |
| Add tasks to a project map | PrimeFlow Project Nodes |
| Add tasks to a CRM map | PrimeFlow CRM Nodes |
| Open the full task page | Task Details Page |
| Work with subtasks and checklists | Subtasks |
| Set up task dependencies | Task Dependencies |
| Use task custom fields | Task Custom Fields |