Command Actions and Access Reference

Review the full command inventory, who can run each action, and what side effect each action has.

Best for Human member and Workspace manager Updated April 3, 2026

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1 interfaces Available in

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Command availability is derived from the current workspace command payload, while final write access is enforced again by the underlying task, draft, and project mutations.

What you'll finish here

See every command the palette can currently run.
Know which role or record state makes each command appear.
Understand the side effect of running each action.

Where this happens

Label	Value	Notes
Component	Workspace command palette	Shared search and execution surface.
Endpoint	POST /api/workspace/command	Runs supported mutation commands and create-flow launches.

Keep this boundary clear

Scoped queries such as `@person`, `$project`, and `#task` narrow the main results to the matching record type, and the selected record can still open its actions menu.
The main result list favors direct matches and high-priority actions. Secondary entity-specific actions live behind the repeated `Cmd/Ctrl+K` actions menu.
Generic create queries such as `create`, `new`, or `add` intentionally show the primary create ladder first: task, project, team, workflow, task template, project template, and then lower-frequency create actions.
Generic settings queries such as `set`, `sett`, `setting`, or `settings` intentionally show `Open settings` first, then other settings destinations, before unrelated records.
Open and create actions are shown from the current command payload. Mutation actions also depend on server-side write checks at execution time.
The actions menu now includes generated property actions for tasks and projects, including favorites, people assignment, priorities, dates, labels, project moves, and status changes.
Saved-view results now expose owner, scope, favorite, notification, and archive actions where the current viewer is allowed to use them.

Do the work

1. Open the palette and match the target command directly or search for the record that should produce contextual actions.
2. Confirm that the action is visible for the current viewer, record state, and scope before you run it.
3. Run the action and let the shell invalidate the affected workspace data so the next surface reflects the mutation.
4. If an expected action is missing, check workspace role, team membership, project-lead status, task-creation availability, and whether the record is visible in the current command payload.

Keep this clear

Workspace managers are workspace members whose role is `owner` or `admin`.
Task creation is available to workspace managers and to active team leads or team members while workspace task creation is not commercially blocked.
Task write actions and draft actions still require write access to the matched task team when the command is executed.
Project update actions require the viewer to be a workspace manager or the current lead of the matched project when the command is executed.
Generated secondary actions are derived from live workspace data, so assignment choices, project moves, and label actions only appear for records that are currently available in the command payload.

Access rules used by command actions

Label	Value	Notes
Workspace manager	Workspace role is `owner` or `admin`	Required for `Create project`, `Create team`, and `Make me lead of project`, and always grants roadmap visibility.
Task creator	Viewer is a workspace manager or an active `lead` or `member` in at least one team, and task creation is not blocked	Required for `Create task`, `Create sub-task`, and create-task actions from project, person, and team results.
Task writer	Viewer is a workspace manager or an active `lead` or `member` on the task team	Required at execution time for task mutation commands such as assignment, priority, deadline, project reassignment, labels, status changes, and draft publish or discard.
Project writer	Viewer is a workspace manager or the current lead of the matched project	Required at execution time for project mutation commands such as lead changes, priority, dates, labels, and status changes.
Roadmap viewer	Viewer is a workspace manager or currently leads at least one project in the workspace	Controls whether `Open roadmap` is available.
Visible record	The record is present in the current `/api/workspace/command` payload	Required before its open action or contextual actions can appear.
Task creation blocked	Workspace usage state blocks new task creation	All task-creation commands disappear even for otherwise eligible users.

Global actions

Label	Value	Notes
Create task	Task creator	Opens the workspace task composer. Plain-text query text becomes the default task title when present.
Create project	Workspace manager	Opens the workspace project composer. Plain-text query text becomes the default project name when present.
Create team	Workspace manager	Opens the workspace team composer. Plain-text query text becomes the default team name when present.
Invite members	Workspace manager	Opens the member-invite flow from anywhere in the workspace and can default the target team when the current route is a team settings page.
Create workflow	Workspace manager	Navigates into workflow settings and opens the workflow-create dialog immediately.
Create task label	Workspace manager	Navigates into task-label settings and opens the create-label dialog immediately.
Create project label	Workspace manager	Navigates into project-label settings and opens the create-label dialog immediately.
Create task template	Workspace manager	Navigates directly to the new task-template editor route.
Create project template	Workspace manager	Navigates directly to the new project-template editor route.
Create personal API key	Any signed-in workspace member	Navigates into personal API key settings and opens the PAT creation dialog immediately.
Install automation	Workspace manager	Navigates into automation settings and opens the automation-install dialog immediately.
Open inbox	Any signed-in workspace member	Navigates to `/workspace/inbox`.
Open tasks	Any signed-in workspace member	Navigates to `/workspace/tasks`.
Open projects	Any signed-in workspace member	Navigates to `/workspace/projects`.
Open teams	Any signed-in workspace member	Navigates to `/workspace/teams`.
Open members	Workspace manager	Navigates to `/workspace/members`.
Open saved views	Any signed-in workspace member	Navigates to `/workspace/views`.
Open drafts	Any signed-in workspace member	Navigates to `/workspace/drafts`.
Open settings	Any signed-in workspace member	Navigates to `/workspace/settings/preferences`.
Open profile settings	Any signed-in workspace member	Navigates to `/workspace/settings/profile`.
Open preferences	Any signed-in workspace member	Navigates to `/workspace/settings/preferences`.
Open security	Any signed-in workspace member	Navigates to `/workspace/settings/security`.
Open personal API keys	Any signed-in workspace member	Navigates to `/workspace/settings/security/pats`.
Open active sessions	Any signed-in workspace member	Navigates to `/workspace/settings/security/sessions`.
Open team settings	Any signed-in workspace member	Navigates to `/workspace/settings/teams`.
Open workspace settings	Workspace manager	Navigates to `/workspace/settings/workspace`.
Open member settings	Workspace manager	Navigates to `/workspace/settings/members`.
Open workflows	Workspace manager	Navigates to `/workspace/settings/workflows`.
Open task labels	Workspace manager	Navigates to `/workspace/settings/task-labels`.
Open project labels	Workspace manager	Navigates to `/workspace/settings/project-labels`.
Open task templates	Workspace manager	Navigates to `/workspace/settings/task-templates`.
Open project templates	Workspace manager	Navigates to `/workspace/settings/project-templates`.
Open automation	Workspace manager	Navigates to `/workspace/settings/automation`.
Open usage	Workspace manager	Navigates to `/workspace/settings/usage`.
Open billing	Workspace manager	Navigates to `/workspace/settings/billing`.
Open roadmap	Roadmap viewer	Navigates to `/workspace/roadmap`.

Task actions

Label	Value	Notes
Open task	Matched task is visible	Navigates to the task detail route.
Open project	Matched task has a linked project and is visible	Navigates to the linked project detail route.
Open team	Matched task is visible	Navigates to the linked team profile route.
Open assignee	Matched task has an assignee and is visible	Navigates to the assignee profile route.
Create sub-task	Task creator and matched task is visible	Opens the task composer with the current task as parent and reuses the task team, project, and assignee when available.
Create task in project	Task creator, matched task has a linked project and is visible	Opens the task composer with the linked project preselected.
Create task in team	Task creator and matched task is visible	Opens the task composer with the linked team preselected.
Favorite or unfavorite task	Matched task is visible	Toggles whether the task is pinned inside workspace favorites.
Assign or reassign task to me	Viewer is signed in, matched task is visible, viewer is not already assignee; execution also requires task write access	Updates the task assignee to the current viewer.
Assign task to an eligible teammate	Matched task is visible; execution also requires task write access	Shows one action per eligible team lead or team member and updates the task assignee to the selected person.
Unassign task	Matched task is visible, task currently has an assignee; execution also requires task write access	Clears the current task assignee.
Set task priority	Matched task is visible; execution also requires task write access	Shows one action per allowed priority and updates the stored task priority.
Set, clear, or custom-pick task deadline	Matched task is visible; execution also requires task write access	Shows quick date presets from the task detail surface, can clear the current deadline, and also opens the same custom date picker used on the task detail page.
Move task to another project or remove its project	Matched task is visible; execution also requires task write access	Shows visible workspace projects in a relevance-first order and updates the task project link or clears it.
Add or remove task labels	Matched task is visible; execution also requires task write access	Shows visible task labels with the currently assigned labels first and toggles label membership on the task.
Move task to backlog	Matched task is visible, task status is not `backlogged`; execution also requires task write access	Updates the task status to `backlogged`.
Mark task planned	Matched task is visible, task status is not `planned`; execution also requires task write access	Updates the task status to `planned`.
Mark task in progress	Matched task is visible, status is not `progressed`; execution also requires task write access	Updates the task status to `progressed`.
Complete task	Matched task is visible, status is not `completed`; execution also requires task write access	Updates the task status to `completed`.
Cancel task	Matched task is visible, status is not `cancelled`; execution also requires task write access	Updates the task status to `cancelled`.

Draft actions

Label	Value	Notes
Open drafts	Matched draft is visible	Navigates to the drafts surface with the matched draft still visible in context.
Publish draft	Matched draft is visible; execution requires task write access on the draft team	Clears draft state, assigns workflow state, records activity, and may send assignment or mention notifications.
Discard draft	Matched draft is visible; execution requires task write access on the draft team	Archives the unpublished draft and removes related asset references.

Project actions

Label	Value	Notes
Open project	Matched project is visible	Navigates to the project detail route.
Open project lead	Matched project has a current lead and is visible	Navigates to the current lead profile route.
Create task in project	Task creator and matched project is visible	Opens the task composer with the project preselected and a default team chosen from shared related teams when possible.
Favorite or unfavorite project	Matched project is visible	Toggles whether the project is pinned inside workspace favorites.
Make me lead of project	Workspace manager, matched project is visible, viewer is not already lead	Updates the project lead to the current viewer.
Set project lead to a visible person	Matched project is visible; execution requires project write access	Shows visible people in a relevance-first order and updates the project lead.
Set project priority	Matched project is visible; execution requires project write access	Shows one action per allowed priority and updates the stored project priority.
Set, clear, or custom-pick project start date	Matched project is visible; execution requires project write access	Shows the same quick date presets as the project detail surface, can clear the current start date, and also opens the same custom date picker used on the project detail page.
Set, clear, or custom-pick project target date	Matched project is visible; execution requires project write access	Shows the same quick date presets as the project detail surface, can clear the current target date, and also opens the same custom date picker used on the project detail page.
Add or remove project labels	Matched project is visible; execution requires project write access	Shows visible project labels with the currently assigned labels first and toggles label membership on the project.
Move project to backlog	Workspace manager or current project lead, matched project is visible, project status is not `backlog`	Sets the project status override to `backlog`.
Mark project planned	Workspace manager or current project lead, matched project is visible, project status is not `planned`	Sets the project status override to `planned`.
Mark project active	Workspace manager or current project lead, matched project is visible, project status is not `active`	Sets the project status override to `active`.
Complete project	Workspace manager or current project lead, matched project is visible, project status is not `completed`	Sets the project status override to `completed`.
Cancel project	Workspace manager or current project lead, matched project is visible, project status is not `cancelled`	Sets the project status override to `cancelled`.

Person actions

Label	Value	Notes
Open profile	Matched person is visible	Navigates to the member profile route.
Create task for person	Task creator and matched person is visible	Opens the task composer with the assignee preset and a shared team selected when possible.

Team actions

Label	Value	Notes
Open team	Matched team is visible	Navigates to the team profile and work surfaces.
Create task in team	Task creator and matched team is visible	Opens the task composer with the team preselected.

View actions

Label	Value	Notes
Open task view	Matched task view is visible	Navigates to the canonical task-view route.
Open project view	Matched project view is visible	Navigates to the canonical project-view route.
Open saved view	Matched task view or project view is visible and selected in the actions menu	Runs the same canonical view navigation from the secondary actions menu.
Open owner	Matched task view or project view has a visible owner	Navigates to the owner member profile.
Open team	Matched task view or project view is team-scoped and the team is visible	Navigates to the scoped team route.
Open project	Matched task view is project-scoped and the project is visible	Navigates to the scoped project route.
Favorite or unfavorite task view	Matched task view is visible	Pins or unpins the task view inside workspace favorites.
Turn task-view notifications on or off	Matched task view is visible	Subscribes or unsubscribes the current viewer from in-app updates for that task view.
Archive task view	Matched task view is visible and editable	Archives the task view so it no longer appears in active saved-view lists.
Archive project view	Matched project view is visible and editable	Archives the project view so it no longer appears in active saved-view lists.

Action-menu behavior

Label	Value	Notes
Open second-level actions	Selected result is visible in the palette	Press `Cmd/Ctrl+K` again while focus is already inside the palette.
Filter actions	Actions menu is open	Typing in the actions filter narrows the action list without leaving the keyboard. If no actions match, the menu stays open and shows an empty state.
Run selected command	Selected result is already a command action	The actions menu exposes a single explicit run action so keyboard users can stay within the same secondary action model.

Route-aware first result

Label	Value	Notes
Task collection route	`/workspace/tasks`	Biases the first result toward `Create task`.
Project collection route	`/workspace/projects`	Biases the first result toward `Create project` when available, then promotes visible project records ahead of unrelated actions.
Team collection route	`/workspace/teams`	Suppresses `Open teams`, biases the first result toward `Create team` when available, and then promotes visible team records plus team-related actions.
Task views collection route	`/workspace/views`	Suppresses `Open saved views`, biases the first result toward `Create task view`, and then promotes visible task views ahead of unrelated actions.
Project views collection route	`/workspace/views/projects`	Suppresses project-view reopen actions, biases the first result toward `Create project view`, and then promotes visible project views.
Members collection route	`/workspace/members`	Suppresses `Open members`, biases the first result toward `Invite members` for workspace managers, and then promotes visible member records.
Settings teams route	`/workspace/settings/teams`	Suppresses settings reopen actions, biases the first result toward `Create team` for workspace managers, and then promotes team-settings entries.
Settings workflows route	`/workspace/settings/workflows`	Biases the first result toward `Create workflow` and then promotes team-settings entries so you can jump into the right team workflow surface.
Settings labels route	`/workspace/settings/task-labels` or `/workspace/settings/project-labels`	Biases the first result toward the matching create-label action and then keeps adjacent settings routes nearby.
Settings templates route	`/workspace/settings/task-templates` or `/workspace/settings/project-templates`	Biases the first result toward the matching create-template action and then keeps the sibling label route nearby.
Settings security route	`/workspace/settings/security` or `/workspace/settings/security/pats`	Biases the first result toward `Create personal API key` and keeps PAT and sessions routes ahead of unrelated actions.
Settings automation route	`/workspace/settings/automation`	Biases the first result toward `Install automation`.
Settings team-detail route	`/workspace/settings/teams/[teamId]`	Promotes invite-member, workflow-creation, create-task, and live-team actions for the current team instead of generic reopeners.
Current record route	Task, project, member, or team detail route	Biases the first result toward the current record so its secondary actions are one shortcut away.
Current saved-view route	Task-view or project-view route	Biases the first result toward the current saved view.
Other collection routes	Inbox, drafts, views, members, settings, roadmap	Suppresses actions that only reopen the current route and instead promotes records and commands that match that route family.

Keep Going in Search and Shortcuts

Stay in the same interface and move to the next closest task in this topic when needed.

Web Search and Shortcuts

Search the Workspace

Search the workspace command palette across records, saved views, and runnable commands from any page in the shell.

4 steps

Web Search and Shortcuts

Open the Command Palette

Open the command palette from the public site or workspace shell and use it as the fastest launcher.

7 steps

Nearby Guides

These guides stay close to the current workflow so you can keep moving without restarting discovery.

Web Search and Shortcuts

Search the Workspace

Search the workspace command palette across records, saved views, and runnable commands from any page in the shell.

4 steps

Web Search and Shortcuts

Open the Command Palette

Open the command palette from the public site or workspace shell and use it as the fastest launcher.

7 steps