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

# Tasks

> The Tasks page is your central hub for managing AI-generated and manual tasks. It provides filtering, grouping, a detailed task drawer, and actions for compl...

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## Overview

The Tasks page is your central hub for managing AI-generated and manual tasks. It provides filtering, grouping, a detailed task drawer, and actions for completing, dismissing, or editing tasks.

## Tasks List

### Toolbar

* **Task count badge** — Shows total number of tasks matching your current filters.
* **Group by** dropdown — Switch between grouping by Priority or Due Date.
* **Add Task** button — Create a new task manually.

### Daily Progress Banner

At the top of the task list, a banner shows your daily progress:

* **Progress bar** — Visual indicator of today's completion rate.
* **Stats** — "X/Y due today actioned (Z%)" with completed and dismissed breakdowns.
* **Show/Hide actioned** — Toggle to display or hide tasks you have already completed or dismissed.

### Filters

| Filter       | Options                                                 |
| ------------ | ------------------------------------------------------- |
| **Due Date** | All, Past Due, Today, This Week, Next Week, No Due Date |
| **Source**   | All Sources, Deal Tasks, Prospecting Tasks              |
| **Deal**     | Dropdown of all deals that have associated tasks        |

When filters are active, a **Clear filters** button appears. Active filters show "X of Y tasks" to indicate the filtered count.

### Grouping

**Group by Priority** (default):

* Tasks are organized into sections: Urgent, High, Medium, Low.
* Each section is collapsible and shows its task count.

**Group by Due Date**:

* Sections: Past Due, Today, Tomorrow, This Week, Next Week, Later, No Due Date.
* Tasks within each section are sorted by their due date.

### Task Rows

Each task row shows:

* **Task type icon** — Visual indicator of the type (email, phone, LinkedIn, etc.)
* **Priority badge** — When grouped by due date, shows the priority level
* **Task title** — Auto-generated or custom title
* **Target** — Company logo or contact avatar with the target name
* **Agent reasoning** — Truncated AI explanation of why this task was recommended
* **Status badges** — Completed (green) or Dismissed (gray) for actioned tasks
* **Due date** — Color-coded: red for overdue, orange for tomorrow, gray for future
* **Assignee** — The assigned rep (shown in embedded views)

Click any task row to open the task drawer.

## Task Drawer

The task drawer opens as a bottom panel and provides full task details in a three-column layout.

### Left Column — Properties

* **Contact** — Target contact name, avatar, and email
* **Company** — Associated company name
* **Priority** — Selectable priority level (Urgent, High, Medium, Low) — editable for pending tasks
* **Due Date** — Calendar picker for setting or changing the due date
* **Assignee** — The assigned rep
* **Task Type** — Email, Phone Call, LinkedIn Message, LinkedIn Connection Request, SMS, or Generic
* **Task ID** — Copyable unique identifier
* **Timestamps** — When the task was completed or dismissed, if applicable
* **Dismiss Reason** — Shown if the task was dismissed with a reason

### Center Column — Content

Content varies by task type:

**Email Tasks:**

* To address
* Subject line (editable)
* Email body (editable)
* Copy buttons for subject and body

**Phone Call Tasks:**

* To address / phone number
* Talking points list
* Call objective

**LinkedIn Message Tasks:**

* Target contact info
* Message content (editable)
* Copy button

**SMS Tasks:**

* Recipients
* Message body (editable)
* Copy button

Changes to content are **auto-saved** after a 1-second pause in editing.

### Right Column — Reasoning & Related

* **Agent Reasoning** — Expandable section showing why the AI generated this task.
* **Related Tasks** — Other pending tasks for the same deal, showing type, title, priority, and assignee.

## Task Actions

### Completing a Task

Click the **Complete** button (green, primary action) in the task drawer header. This marks the task as completed with a timestamp.

### Dismissing a Task

Click the **Dismiss** button in the task drawer header. A modal appears where you can optionally provide a reason (up to 1,000 characters). Dismiss reasons help the AI learn and improve future recommendations.

### Deleting a Task

Click the **Delete** button (red, admin only) to permanently remove a task. A confirmation dialog is shown before deletion.

### Editing a Task

* **Title** — Click the title in the drawer header to edit (pending tasks only).
* **Priority** — Select a new priority from the properties panel.
* **Due Date** — Pick a new date from the calendar picker.
* **Content** — Edit email subjects, bodies, LinkedIn messages, and SMS content directly in the center panel. Changes auto-save.

## Task Types

| Type                            | Icon           | Description                                                        |
| ------------------------------- | -------------- | ------------------------------------------------------------------ |
| **Email**                       | Mail icon      | Send an email to a contact. Includes pre-drafted subject and body. |
| **Phone Call**                  | Phone icon     | Make a call. Includes talking points and call objective.           |
| **LinkedIn Message**            | LinkedIn icon  | Send a LinkedIn message. Includes draft message.                   |
| **LinkedIn Connection Request** | LinkedIn icon  | Send a connection request on LinkedIn.                             |
| **SMS**                         | Message icon   | Send a text message. Includes draft body.                          |
| **Generic**                     | Clipboard icon | A general task with no specific channel.                           |

## Task Statuses

| Status        | Meaning                                                      |
| ------------- | ------------------------------------------------------------ |
| **Pending**   | Active task awaiting action                                  |
| **Scheduled** | Task scheduled for a future date                             |
| **Completed** | Task was completed by the rep                                |
| **Dismissed** | Task was skipped/rejected by the rep                         |
| **Cancelled** | Task was cancelled by the system (e.g., during task refresh) |

## Task Sources

| Source          | Meaning                                                        |
| --------------- | -------------------------------------------------------------- |
| **Deal**        | Generated from deal context via deal task generation           |
| **Prospecting** | Generated from company context via prospecting task generation |

## Creating a Task Manually

1. Click the **Add Task** button in the toolbar.
2. Select the task type.
3. Fill in the details: title, priority, target contact/company/deal, assignee, due date.
4. Add content specific to the task type (email body, talking points, etc.).
5. Save the task.

## Task AI Chat

The task drawer includes an AI chat interface for refining and improving tasks. You can ask questions about the task's context or have the AI rewrite task content directly.

### Chat mode

In Chat mode, have a free-form conversation with the AI about the task. The AI has full context about the associated deal or company, the target contact, and the task content.

Examples of useful questions:

* "What do we know about this contact's priorities?"
* "Is this the right tone for a first outreach to a VP?"
* "What objections might this person raise?"
* "Give me a different angle for this email based on their recent activity."

Each response includes collapsible **Reasoning** (the AI's thought process) and an **Answer** with the AI's response.

### Improve mode

Improve mode produces specific suggestions for the task's content and properties that you can apply with one click.

1. Switch to **Improve** mode using the mode selector.
2. Describe what you want changed — "Make this email shorter and more direct", "Change the subject line to reference their recent funding round."
3. The AI generates suggested changes to task content and properties.
4. Review the suggestions.
5. Click **Apply** to update the task.

Improve mode can update:

* **Task content** — Email subject and body, LinkedIn message text, SMS body, phone call talking points and objective.
* **Task properties** — Title, priority, due date, task type, target contact details.

Applied changes auto-save immediately. There is no automatic undo — if an applied change is not what you wanted, use Improve mode to describe the correction and apply the new suggestion.

### Conversation persistence

Chat history is preserved per task. When you return to the same task later, previous messages are loaded.

Chat and Improve modes share the same conversation context. Switching between modes continues the same thread.

## Constraints

* The default view shows **pending tasks only**. Toggle "Show actioned" to see completed and dismissed tasks.
* Task content edits are auto-saved after a 1-second debounce — no manual save button needed.
* Delete is restricted to admin users.
* Dismissed tasks cannot be re-opened.
* Completed tasks cannot be undone.
* Task AI Chat requires the task's deal or company to have AI context generated. If context has not been generated, the chat is unavailable.

## FAQ

<AccordionGroup>
  <Accordion title={"How do I see tasks I already completed?"}>
    Click the toggle in the daily progress banner to 'Show actioned.' This switches the view to display completed and dismissed tasks.
  </Accordion>

  <Accordion title={"Can I bulk-complete or bulk-dismiss tasks?"}>
    Currently, tasks must be actioned individually through the task drawer.
  </Accordion>

  <Accordion title={"What does the daily progress percentage mean?"}>
    It shows the percentage of tasks due today (or earlier) that have been completed or dismissed. It helps track your daily execution rate.
  </Accordion>

  <Accordion title={"Why should I provide a dismiss reason?"}>
    Dismiss reasons help the AI improve future recommendations. If tasks are consistently dismissed for a similar reason, the system can learn to avoid generating similar tasks.
  </Accordion>

  <Accordion title={"Can I change a task's assignee?"}>
    The assignee is set during task generation based on configuration. Reassignment is not currently supported from the task drawer.
  </Accordion>

  <Accordion title={"How do I filter to see only deal tasks or only prospecting tasks?"}>
    Use the **Source** filter in the filter bar. Select 'Deal Tasks' or 'Prospecting Tasks' to narrow the list.
  </Accordion>

  <Accordion title={"What happens when I edit an email draft in the task drawer?"}>
    Your changes are automatically saved after you stop typing for 1 second. The updated content is persisted and visible to anyone viewing the task.
  </Accordion>

  <Accordion title={"Why is the 'Past Due' section red?"}>
    Tasks that are past their due date and still pending require immediate attention. The red color signals urgency.
  </Accordion>

  <Accordion title={"Why is the AI chat unavailable on my task?"}>
    The task must be associated with a deal or company that has AI context generated. Generate context from the Agent tab on the deal or company page first.
  </Accordion>

  <Accordion title={"Can I use Chat mode just to ask questions without changing anything?"}>
    Yes. Chat mode is purely conversational. It does not modify the task unless you switch to Improve mode and apply suggestions.
  </Accordion>
</AccordionGroup>