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Tasks is where you track and manage the background work your agents do for you. Every time an agent runs, it produces a task you can watch, open, review, and act on — so nothing an agent does happens out of sight.
The Tasks list view with status and priority badges

Tasks as a list

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How agent work becomes a task

When an agent starts working, Erstan creates a task to represent that piece of work. Open a task to read the agent’s output, chat with the agent, review and approve what it produced, and set its properties (priority, due date, assignee, reviewer, and labels). Tasks come from a few places:

From chat

Asking an agent to do real work in Chat spins up a task you can follow.

From a run

Running an agent on demand — or assigning a run as a task — lands here.

From a schedule

Scheduled and recurring runs produce tasks automatically on their cadence.
You can also create a task by hand with New task: pick the agent, give it a name and a short description of what it should produce or monitor, and optionally set a schedule, priority, assignee, and labels.

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Task statuses

Every task carries a colored status badge that tells you where it stands in its lifecycle. The normal happy path is Queued → In Progress → Needs Review → Complete.
Whether finished work lands in Needs Review or jumps straight to Complete depends on a team’s completion policy: Human confirms sends work to review, while Agent can complete lets agents mark their own work done. This is set per team in Team Settings and applies to new tasks only.
When an agent needs to write to NetSuite or another connected system, it pauses for your sign-off — those approvals surface on the task and in the Approvals tab. Review them before the change runs. See Approving and rejecting AI actions.

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List and Board views

Switch how the task list renders from the display menu.
A table of tasks with status, priority, and source badges per row, selection checkboxes for bulk actions, and “load more” paging. Best for scanning and triaging a long queue.

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Built-in tabs

The tab bar slices your tasks into focused queues so you can jump straight to what matters.
Tasks can be scoped to a single team or viewed across the whole workspace. Open a team’s own Tasks surface to see just that team’s work, and use the team Overview dashboard’s Pending Review panel to jump straight to its review queue.

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Find your work fast

Beyond the tabs, the Filter popover narrows the list by agent, project, labels, team, assignee, reviewer, status, source, dates, and more. Active filters appear as removable chips, and a free-text search box filters by name. Save any combination of tab, filters, and display options as a saved view — personal or shared — so you can return to it in one click.

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Next steps

Working with tasks

Open a task, chat with the agent, set properties, and use sub-tasks.

Reviewing and approving

Check and sign off on what agents produce in Needs Review and Approvals.

Projects

Group related tasks and recurring work under a team or company-wide workstream.

Running agents

Run agents on demand and assign runs as tasks.

Teams overview

Organize people, agents, content, and tasks into focused teams.