# Tasks

> Assign work, track it on a board or a list, and keep it tied to the call it came from.

Source: https://app.activelens.ai/help/tasks

Tasks are ActiveLens's own to-do list. They live on the **Tasks** tab of the
Active Hub, they can be assigned to anyone in your workspace, and they can stay
linked to the call they came out of.

## Two views

The switcher in the toolbar flips between them:

- a **list** — a table you can sort and scan,
- a **board** — columns by status, where you drag a card from one column to
  the next to move it along.

Your choice is remembered. On a phone the list becomes a stack of cards.

## What a task holds

- A **title** and a description.
- An **assignee** — who is doing it.
- A **status** — where it has got to.
- A **due date**. A task past its due date and not finished is flagged as
  overdue.
- A **priority**.
- A **checklist** for the smaller steps inside it.
- Optionally, **the call it came from**, so the conversation is one click away.

## Create a task

Press **New task** on the Tasks tab. Tasks you create by hand are not attached
to a call.

Tasks also arrive from calls: an **ActiveLens task** action on a call drafts
one, and it is created when you apply it. That one keeps a link back to the
call — and you can switch the link off on the draft if you would rather it
stood alone.

## Statuses

Every workspace starts with a sensible set of statuses and admins can change
them in the Tasks tab: rename them, add your own, reorder them, and delete ones
you do not use.

Each status is marked as **to do**, **in progress** or **done**, and that is
what the app reasons about:

- a new task opens in the first **to do** status,
- **Show completed** hides everything in a **done** status,
- overdue only counts tasks that are not **done**.

Deleting a status asks you where its tasks should go first — nothing is left
stranded.

## Who can see and change a task

- The person who **created** it and the **current assignee** can open and edit
  it.
- Workspace **admins** can see and change every task in the workspace.
- Other people can be given visibility of a team's tasks; whether they can also
  edit and reassign depends on the level the admin granted.
- Only the creator or an admin can delete a task.

An assignee can work on a task and change its status, but cannot hand it to
someone else — reassigning belongs to the creator, an admin, or someone granted
that level.

## Notifications

When a task is assigned to you, or its status changes, you get an email — in
your own language, with a link that opens the task. You never get an email
about something you did yourself.

## Finding tasks

The Tasks tab has the same shape of controls as the Calls tab: search, filter
by status, assignee, team or due date, and a **Show completed** switch. If a
teammate sends you a task link it opens the Tasks tab with that task already
selected.

## Related

- [Actions on a call](/help/action-items)
- [Work in the Active Hub](/help/active-hub)
