Tasks

Tasks keep track of things you need to do in MyCompanyDesk. Some tasks you create yourself; others appear automatically when something needs attention, such as an unpaid invoice, an expiring quote, or an onboarding step in a new workspace.

Task list

The tasks page lists your open and completed tasks. Each row shows the title, due date, status, priority, and the record the task is linked to. Tasks that come from a quote, expense, project, contract, or getting-started checklist show a source chip so you can see where they came from.

Clicking a task opens the detail drawer.

Task detail

The detail drawer is a read-only view that shows the full picture before you decide what to do:

• The due date, status, and priority
• The full description
• The linked record
• The task's source, for example a quote, expense, project, contract, or getting-started checklist
• The project, if the task belongs to one
• Tags
• When the task was created
• When it was completed, if it is already done

You can mark the task as done or reopen it directly from the detail drawer. To change or delete a task, click Edit in the drawer footer.

Task sources

Tasks can come from several places:

• Manual: tasks you create yourself
• Quote: generated from a quote
• Expense: generated from an expense
• Project: generated from a project
• Contract: generated from a contract
• Getting started: onboarding checklist items for a new workspace

Tips

• Use the source chip to jump to the record a task is about.
• The dashboard attention widget shows up to four tasks that need action today or this week.