Chats, tasks, and projects
AImetier gives you three simple ways to organize work with your teammates. Once you can tell them apart, you’ll always know where a piece of work belongs.
The three, in plain words
Section titled “The three, in plain words”Think of it like running a small team in real life.
- A Chat is the hallway conversation. You ask a teammate something, they reply, and you go back and forth. It’s quick, friendly, and you don’t expect to “file” it anywhere.
- A Task is a work item you’ve written down on the board: “Draft the spring newsletter.” It has an owner, a status (to do, in progress, done), and it stays visible until it’s finished.
- A Project is a labelled folder on that board. “Spring campaign” might hold a dozen tasks — the newsletter, the social posts, the landing page — all kept together so nothing slips through.
When to use each
Section titled “When to use each”Reach for a Chat
A quick question, a draft you want to talk through, or you’re not yet sure what you need. Chat is the low-pressure starting point.
Reach for a Task
A real deliverable you want tracked to completion — something with an owner and a clear “done.” Tasks show up on your board so you can follow their progress.
A good rule of thumb: start in Chat, move to a Task when it becomes real. Most work begins as a conversation, and only some of it becomes a tracked deliverable. There’s no penalty for chatting first.
How a chat grows into a task
Section titled “How a chat grows into a task”When a casual conversation turns into actual work, you don’t start over. Inside any chat there’s a Promote to task action that turns the conversation into a tracked task on your board — same teammate, same context, now with a status you can follow. It’s the digital version of saying, “Okay, let’s make this official.”
A chat that hasn’t been promoted stays out of your Tasks board, so casual conversations never clutter your work list. Promoting it is the moment it joins the board.
Epics: a grouping inside tasks
Section titled “Epics: a grouping inside tasks”Inside your Tasks board you may also notice epics. An epic is simply a bigger theme that several related tasks roll up under — “Customer outreach” or “Website refresh,” for example. It’s a grouping that lives inside the board to keep large efforts tidy; it isn’t a separate place you go to.
If you never touch epics, that’s fine — your tasks still work perfectly well on their own. Think of an epic as an optional label that helps you see the forest, not just the trees.
Project "Spring campaign" └── Epic "Customer outreach" ├── Task Draft the newsletter ├── Task Schedule the social posts └── Task Update the landing pageA quick word on trust
Section titled “A quick word on trust”Whether work lives in a Chat or a Task, your teammates check each other’s work before calling it done — and nothing leaves your workspace without you. Ask before sending is ON; nothing goes out without your OK. For the full picture, see Trust and safety.
Frequently asked questions
Section titled “Frequently asked questions”If I chat with a teammate, is it secretly creating tasks I can't see?
No. A casual chat stays a chat and doesn’t appear on your Tasks board. It only becomes a task when you choose Promote to task.
Do I have to use projects?
Not at all. Projects are optional folders for keeping related tasks together. If you only have a handful of tasks, you can skip projects entirely.
What's the difference between a project and an epic?
A project is a folder you create to group tasks. An epic is a theme inside your board that tasks roll up under. Both group related work — use whichever feels natural, or neither.
Can I turn a task back into a chat?
The natural flow is chat → task. To talk something through informally again, just open a new chat with the teammate — you can always reference the task in your message.