> ## Documentation Index
> Fetch the complete documentation index at: https://docs.erstan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks overview

> See and manage the work your agents do — every agent run becomes a trackable task.

Tasks is where you track and manage the background work your [agents](/agents/overview) 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.

<Frame caption="Tasks as a list">
  <img src="https://mintcdn.com/erstan/VvzUuagDdyVkLVu5/images/tasks-list-view.png?fit=max&auto=format&n=VvzUuagDdyVkLVu5&q=85&s=b4eca286d7b46143b1acd73e70ebbf7f" alt="The Tasks list view with status and priority badges" width="2880" height="1800" data-path="images/tasks-list-view.png" />
</Frame>

## 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:

<CardGroup cols={3}>
  <Card title="From chat" icon="message-square" href="/chat/agents-mentions">
    Asking an agent to do real work in [Chat](/chat/overview) spins up a task you can follow.
  </Card>

  <Card title="From a run" icon="play" href="/agents/run-and-tasks">
    Running an agent on demand — or assigning a run as a task — lands here.
  </Card>

  <Card title="From a schedule" icon="calendar-clock" href="/agents/schedules">
    Scheduled and recurring runs produce tasks automatically on their cadence.
  </Card>
</CardGroup>

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.

## Task statuses

Every task carries a colored status badge that tells you where it stands in its lifecycle.

| Status           | What it means                                        |
| ---------------- | ---------------------------------------------------- |
| **Queued**       | Accepted and waiting to start.                       |
| **In Progress**  | The agent is actively working.                       |
| **Needs Review** | Work is done but waiting for a person to confirm it. |
| **Complete**     | Finished and confirmed.                              |
| **Error**        | The run failed and needs attention.                  |
| **Cancelled**    | Stopped before it finished.                          |
| **Archived**     | Tucked away out of the active lists.                 |

The normal happy path is **Queued → In Progress → Needs Review → Complete**.

<Note>
  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](/teams/managing) and applies to new tasks only.
</Note>

<Warning>
  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](/chat/approvals).
</Warning>

## List and Board views

Switch how the task list renders from the display menu.

<Tabs>
  <Tab title="List">
    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.
  </Tab>

  <Tab title="Board (Kanban)">
    Drag-and-drop columns you can group by status, agent, assignee, reviewer, team, or schedule. Move a task between columns to change its status, or quick-create within a column.

    <Frame caption="Tasks as a Kanban board">
      <img src="https://mintcdn.com/erstan/VvzUuagDdyVkLVu5/images/tasks-board-view.png?fit=max&auto=format&n=VvzUuagDdyVkLVu5&q=85&s=87adf01f7c5646339664737f8196dce7" alt="The Tasks board (Kanban) with Queued, In Progress, and Needs Review columns" width="2880" height="1800" data-path="images/tasks-board-view.png" />
    </Frame>
  </Tab>
</Tabs>

## Built-in tabs

The tab bar slices your tasks into focused queues so you can jump straight to what matters.

| Tab           | Shows                                                        |
| ------------- | ------------------------------------------------------------ |
| **Inbox**     | New and incoming work that needs your attention.             |
| **Review**    | Tasks sitting in **Needs Review**, waiting for confirmation. |
| **Active**    | Tasks currently queued or in progress.                       |
| **Scheduled** | Upcoming one-time runs.                                      |
| **Recurring** | Saved schedules that produce tasks on a cadence.             |
| **Approvals** | Mid-run approval requests an agent has raised.               |
| **Errors**    | Tasks that failed and need attention.                        |
| **All tasks** | Everything, unfiltered.                                      |
| **My tasks**  | A personal view scoped to work assigned to you.              |

<Tip>
  Tasks can be scoped to a single team or viewed across the whole workspace. Open a [team's](/teams/overview) 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.
</Tip>

## 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.

## Next steps

<CardGroup cols={2}>
  <Card title="Working with tasks" icon="list-checks" href="/tasks/working-with-tasks">
    Open a task, chat with the agent, set properties, and use sub-tasks.
  </Card>

  <Card title="Reviewing and approving" icon="badge-check" href="/tasks/review-approve">
    Check and sign off on what agents produce in Needs Review and Approvals.
  </Card>

  <Card title="Projects" icon="folder-kanban" href="/projects/overview">
    Group related tasks and recurring work under a team or company-wide workstream.
  </Card>

  <Card title="Running agents" icon="play" href="/agents/run-and-tasks">
    Run agents on demand and assign runs as tasks.
  </Card>

  <Card title="Teams overview" icon="users" href="/teams/overview">
    Organize people, agents, content, and tasks into focused teams.
  </Card>
</CardGroup>
