Using the Task Drawer in Quip

Opening the Task Drawer

To open the Task Drawer, click the checklist icon in the left sidebar of the Quip desktop or web app. The drawer appears on the right side of the screen and displays checklist items from all documents you have linked or recently accessed.

Example: A sales manager who maintains separate deal review documents for each opportunity can use the Task Drawer to see all pending action items across every deal in one view, without opening each document individually.

Adding a Document to the Task Drawer

To add a document's tasks to your Task Drawer, open the document and click the Add to Task Drawer option from the document menu. Once linked, all checklist items from that document appear in your drawer and stay updated as items are checked off.

Creating Tasks from the Task Drawer

You can create new tasks directly from the Task Drawer without opening a document:

1.  Click the + icon at the top of the Task Drawer.
2. Type your task and press Enter.
3. Optionally, assign the task to a specific document by selecting the document from the dropdown.

Pinning and Hiding Tasks

Use pinning to keep important tasks visible at the top of the drawer regardless of document or due date order. Use hiding to remove completed or irrelevant tasks from view without deleting them. 

• To pin a task, hover over it and click the pin icon.
• To hide a task, hover over it and click the hide icon. Hidden tasks can be restored by clicking Show hidden tasks at the bottom of the drawer.