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

# Tasks

> Manage and track tasks generated by Flows with assignment, due dates, priorities, and completion tracking

Tasks in Chamelio are action items generated by Flows that require human review, approval, or completion. The Tasks page provides a centralized workspace for managing all Flow-generated tasks, tracking their status, and ensuring timely completion.

## What are Tasks?

<Card title="Flow-Generated Action Items" icon="clipboard-check">
  Tasks are automated action items created by Flows when human input, approval, or review is required. They bridge automation with human decision-making.
</Card>

Tasks are created when Flows encounter steps that require:

* **Human Review**: Documents or data requiring manual verification
* **Approvals**: Decisions needed from specific users or roles
* **Data Input**: Information that must be manually provided
* **Custom Actions**: Specialized steps requiring human expertise

## Accessing Tasks

<Steps>
  <Step title="Navigate to Tasks">
    Go to **Flows > Tasks** in the main navigation
  </Step>

  <Step title="View Your Tasks">
    See all tasks assigned to you or your team
  </Step>

  <Step title="Filter and Sort">
    Organize tasks by status, priority, due date, or Flow
  </Step>

  <Step title="Complete Tasks">
    Take action on tasks directly from the Tasks page
  </Step>
</Steps>

## Task Properties

### Essential Task Information

Every task includes:

<CardGroup cols={2}>
  <Card title="Task Title" icon="heading">
    Clear description of what needs to be done
  </Card>

  <Card title="Assigned Owner" icon="user">
    Person responsible for completing the task
  </Card>

  <Card title="Due Date" icon="calendar">
    Deadline for task completion
  </Card>

  <Card title="Priority Level" icon="flag">
    Urgency: Low, Medium, High, or Critical
  </Card>

  <Card title="Status" icon="circle-check">
    Current state: Pending, In Progress, Completed
  </Card>

  <Card title="Source Flow" icon="diagram-project">
    Which Flow generated this task
  </Card>
</CardGroup>

## Task Types

### Approval Tasks

<Accordion title="Approval Requests">
  **Created by:** Approval steps in Flows

  **Purpose:** Request user approval for documents, contracts, or decisions

  **Actions:**

  * Approve: Proceed with Flow execution
  * Reject: Stop or redirect Flow
  * Request Changes: Return with feedback

  **Example:** "Approve vendor contract exceeding \$100K threshold"
</Accordion>

### Review Tasks

<Accordion title="Document Review">
  **Created by:** Agent or Negotiate steps requiring review

  **Purpose:** Human review of AI-generated analysis or documents

  **Actions:**

  * Review content
  * Provide feedback
  * Mark as reviewed
  * Request revisions

  **Example:** "Review AI-generated contract summary for accuracy"
</Accordion>

### Collection Tasks

<Accordion title="Information Collection">
  **Created by:** Collect steps requiring additional data

  **Purpose:** Gather missing information needed for Flow continuation

  **Actions:**

  * Fill in required fields
  * Upload documents
  * Provide context
  * Submit collected data

  **Example:** "Provide missing party contact information for contract"
</Accordion>

### Custom Tasks

<Accordion title="Customization Steps">
  **Created by:** Customization steps in Flows

  **Purpose:** Modify task properties or perform specialized actions

  **Actions:**

  * Update task details
  * Reassign ownership
  * Adjust due dates
  * Change priority levels

  **Example:** "Update contract review priority based on urgency"
</Accordion>

## Managing Tasks

### Task Workflow

<Steps>
  <Step title="Task Created">
    Flow generates task and assigns to appropriate owner
  </Step>

  <Step title="Notification Sent">
    Owner receives notification via email, Slack, or in-app
  </Step>

  <Step title="Owner Takes Action">
    Complete the required task action
  </Step>

  <Step title="Flow Continues">
    Flow resumes execution based on task outcome
  </Step>
</Steps>

## Task Views and Filters

### Default Views

<Tabs>
  <Tab title="My Tasks">
    **Tasks assigned to you**

    * Pending tasks requiring action
    * In-progress tasks you're working on
    * Recently completed tasks
  </Tab>

  <Tab title="Team Tasks">
    **All tasks for your team**

    * Tasks assigned to team members
    * Unassigned tasks in team Flows
    * Team workload overview
  </Tab>

  <Tab title="All Tasks">
    **Organization-wide tasks**

    * Visibility into all Flow tasks
    * For administrators and managers
    * Comprehensive task tracking
  </Tab>
</Tabs>

### Filtering Options

<CardGroup cols={3}>
  <Card title="By Status" icon="filter">
    * Pending
    * In Progress
    * Completed
    * Overdue
  </Card>

  <Card title="By Priority" icon="signal">
    * Critical
    * High
    * Medium
    * Low
  </Card>

  <Card title="By Source" icon="diagram-project">
    * Specific Flows
    * Task types
    * Creation date
    * Assignee
  </Card>
</CardGroup>

## Task Actions

### Available Actions

<Accordion title="Complete Task">
  Finish the task and provide any required outputs:

  * Mark task as complete
  * Provide completion notes
  * Upload deliverables
  * Trigger next Flow step
</Accordion>

<Accordion title="Reassign Task">
  Transfer task ownership to another user:

  * Select new assignee
  * Add transfer reason
  * Notify new owner
  * Maintain audit trail
</Accordion>

<Accordion title="Update Details">
  Modify task properties as needed:

  * Change due date
  * Adjust priority
  * Add notes or context
  * Attach related documents
</Accordion>

<Accordion title="Request Help">
  Escalate or seek assistance:

  * Tag relevant users
  * Add clarifying questions
  * Request deadline extension
  * Escalate to manager
</Accordion>

## Task Notifications

### Notification Triggers

Tasks generate notifications for:

* **New Assignment**: When task is created and assigned
* **Due Date Approaching**: Reminders before deadline
* **Overdue**: Alerts when past due date
* **Status Changes**: Updates on task progress
* **Comments Added**: When someone adds context
* **Reassignment**: When ownership changes

### Notification Channels

<Info>
  Configure notification preferences in Settings to choose how you receive task alerts
</Info>

**Available Channels:**

* Email notifications
* Slack direct messages
* In-app notifications
* Microsoft Teams messages

## Task Analytics

### Performance Tracking

<CardGroup cols={2}>
  <Card title="Completion Rates" icon="chart-pie">
    Track percentage of tasks completed on time
  </Card>

  <Card title="Average Completion Time" icon="clock">
    Measure how long tasks typically take
  </Card>

  <Card title="Overdue Tasks" icon="triangle-exclamation">
    Monitor tasks past their due date
  </Card>

  <Card title="Task Volume" icon="chart-line">
    Track task creation and completion trends
  </Card>
</CardGroup>

## Best Practices

### Task Management

<Tip>
  Review your tasks daily to ensure timely completion and prevent Flow bottlenecks
</Tip>

**Recommendations:**

1. **Prioritize Effectively**: Focus on critical and overdue tasks first
2. **Set Realistic Due Dates**: Allow adequate time when creating tasks in Flows
3. **Provide Clear Context**: Include all necessary information in task descriptions
4. **Use Bulk Actions**: Process similar tasks together for efficiency
5. **Monitor Team Workload**: Distribute tasks evenly across team members
6. **Document Decisions**: Add notes explaining task outcomes for audit trail

### Avoiding Bottlenecks

* **Delegate Appropriately**: Assign tasks to the right person from the start
* **Enable Auto-Escalation**: Set up rules for overdue tasks
* **Clear Blockers**: Address impediments preventing task completion
* **Regular Reviews**: Check task status in team meetings
* **Adjust Flows**: Modify Flows that generate too many tasks

## Integration with Flows

<CardGroup cols={2}>
  <Card title="Create Tasks" icon="plus" href="/features/flows/flows">
    Learn how to add task-generating steps to your Flows
  </Card>

  <Card title="Customize Tasks" icon="sliders" href="/features/flows/customization">
    Configure task properties in Flow builder
  </Card>

  <Card title="Approval Workflows" icon="stamp" href="/features/flows/approval">
    Set up approval tasks in Flows
  </Card>

  <Card title="Task Automation" icon="robot" href="/features/core/automations">
    Automate task-related actions with Automations
  </Card>
</CardGroup>

## Getting Started

<Steps>
  <Step title="Check Your Tasks">
    Navigate to Flows > Tasks to see current assignments
  </Step>

  <Step title="Complete a Task">
    Take action on a pending task to see the Flow continue
  </Step>

  <Step title="Configure Notifications">
    Set up notification preferences in Settings
  </Step>

  <Step title="Set Up Escalation">
    Create escalation rules for overdue tasks
  </Step>

  <Step title="Review Analytics">
    Monitor task completion metrics for your team
  </Step>
</Steps>

<Card title="Need Help?" icon="life-ring" href="/faq/help-troubleshooting">
  Contact support for assistance with task management
</Card>