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Tasks track assigned work with an assignee, priority, due date, comments, subtasks, and activity. They are separate from Requests, which holds time off, attendance, expense, and other items awaiting a decision.

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Create a task

Open Tasks and choose the Tasks view. Start a new task and enter a clear title. Choose the assignee, category, priority, and due date that fit the work. Add a description that tells the assignee what completion means. Check the person and date before creating it.

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Work in the detail view

Open the task to add comments, subtasks, or supporting files. Use the activity list to see changes. A comment is useful for an update or question; a subtask is better for a piece of work that needs its own completion. If the title or due date changes, the task’s activity reflects that change.

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Finish and find it later

Keep current work in Active. Completed or cancelled tasks move to Archived after the app’s retention window for the active list. Use the archived view to find older work. If you cannot open a task, it may have been deleted or your role may not have access to it. An agent can create or assign a task, but the resulting work is tracked here. Check the task detail after the agent run to verify the assignee and content.

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Next steps

Find approvals in Requests · Main agent chat