# Tasks

> **Limited Access:** Sales Agents is currently available to select customers only. To get access, reach out to <bugra@hockeystack.com>.

### 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.

### 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.

### FAQ

**Q: How do I see tasks I already completed?** A: Click the toggle in the daily progress banner to "Show actioned." This switches the view to display completed and dismissed tasks.

**Q: Can I bulk-complete or bulk-dismiss tasks?** A: Currently, tasks must be actioned individually through the task drawer.

**Q: What does the daily progress percentage mean?** A: It shows the percentage of tasks due today (or earlier) that have been completed or dismissed. It helps track your daily execution rate.

**Q: Why should I provide a dismiss reason?** A: 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.

**Q: Can I change a task's assignee?** A: The assignee is set during task generation based on configuration. Reassignment is not currently supported from the task drawer.

**Q: How do I filter to see only deal tasks or only prospecting tasks?** A: Use the **Source** filter in the filter bar. Select "Deal Tasks" or "Prospecting Tasks" to narrow the list.

**Q: What happens when I edit an email draft in the task drawer?** A: Your changes are automatically saved after you stop typing for 1 second. The updated content is persisted and visible to anyone viewing the task.

**Q: Why is the "Past Due" section red?** A: Tasks that are past their due date and still pending require immediate attention. The red color signals urgency.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.hockeystack.com/revenue-agents/tasks.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.