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Tasks

Tasks let your team track follow-ups, to-dos, and action items across any record in graph8. Link contacts, companies, deals, leads, recruiting applications, or team members, assign an owner, and track completion. A task can have several related records.

Viewing Tasks

Click the task icon in the top navigation bar to open the Tasks page. Choose a scope beside Tasks:

  • My tasks: tasks assigned to you.
  • Assigned by me: tasks you assigned to other people, so you can track their status. Only verified assignments appear here. Older tasks without a recorded assigner remain available in All tasks; creating a task alone does not count as assigning it.
  • All tasks: every task you have permission to view.
  • Agent tasks: tasks assigned to an agent executor, with a person accountable for the work.

Use List or Board for the same scope and filters. List supports grouping by executor, status, record or meeting. Board groups cards into status columns. Under Agent tasks, Execution activity opens the separate view of agent runs; select List or Board to return to assigned tasks.

Open Filter to choose completion status, due date, task type, priority, person or a specific agent. The default is Incomplete. Choose Completed to inspect finished work, or remove the Incomplete chip to show all statuses. Date options include Today, Overdue, Upcoming, No due date and Custom range. These filters work in every task scope: for example, combine Assigned by me with Overdue to check delegated follow-ups.

Active filters appear as removable chips below the toolbar. Remove one chip to broaden that condition, or use Clear filters to remove all conditions, including completion. Search is separate and has its own clear button. Filters, search and sorting stay selected when you switch between List and Board or reload the page.

Use Sort to order by due date, priority, task name, newest or recently updated. Default order restores the view’s usual ordering and lets you use column sorting in the grid. Open a task to inspect its details; click a related record name to open that exact record. Use Add task to create work from the Tasks page.

Record names are links in task rows, board cards, compact lists, drawers, and subtasks. If a task shows an additional-record count, open it to see every linked record. You can open links in a new tab or use browser Back to return to your task view.

A lead link opens that lead’s context and its associated contact. An application link opens the specific submission, including its candidate and role. Two applications from the same candidate remain separate records.

Record unavailable means that record cannot be opened with your current access. No related records means none are attached; use the task’s edit action to add records if you can edit the task. Access to a task does not automatically grant access to its linked records.

Source links, when present, are separate from related records and open the captured meeting, transcript, conversation, or page.

Creating Tasks

From a Record

  1. Open any contact, company, or deal
  2. Click Add Task (or use the task icon)
  3. Fill in task details:
    • Title - what needs to be done
    • Assignee - team member responsible
    • Due date - when it’s due
    • Priority - no priority, low, medium, or high
    • Description - additional context or instructions
  4. Click Create Task

The task starts with the source record selected. In Records, search for additional records and select the exact result. Review the selected records before saving. The Assignee controls who owns the work; it is separate from the records the task is about.

For an application, check the candidate and role before selecting it. You can also create a task from an exact lead or application detail page. Available record types depend on your organization’s modules and your access.

From the AE Cockpit

The AE Cockpit surfaces tasks automatically as decision cards. When you approve an overdue task decision, it creates or highlights the relevant task. See AE Cockpit → for details.

Task Properties

PropertyDescription
TitleWhat needs to be done
AssigneeTeam member responsible
Due dateWhen it’s due
PriorityNo priority, low, medium, or high
Related recordsLinked contacts, companies, deals, leads, applications, or team members
StatusOpen, in progress, or completed
DescriptionAdditional notes or instructions

Managing Tasks

  • Complete - click the checkbox to mark a task done
  • Reassign - change the assignee if someone else should handle it
  • Reschedule - update the due date to push it forward
  • Delete - remove tasks that are no longer relevant

Changing the title, owner, or due date preserves the existing record links. To change the associations, edit Records and remove or add the specific record. Subtasks can carry their own related records and retain inherited source context.

Working with an agent

Open a task and choose an eligible Work agent under Assigned executor. Keep an active person as the Accountable human. Selecting an agent saves the assignment; it does not start work.

Select Start when you want the agent to begin. The task shows its execution state, progress and next action when available. Open Execution and results to inspect the work and handle any required approvals. Execution details remain private to the person who started the run; other task readers can see its state.

Queued work has not begun. Running, waiting for information, waiting for approval and blocked work are different states. Failed or cancelled runs remain in history. Retry an uncertain Start to check the same request; do not create a duplicate task. Finish or cancel an active run before reassigning the task. After the run finishes, inspect its result before completing the task.

Approval tasks

Use the dedicated Approve or Reject action on an approval request. Completing a task, moving a board card, completing a child task or applying a bulk status change does not approve work. If a decision fails, the request remains available to retry after resolving the error.

Faster daily work

Use quick creation to add a title and related record, or Add task for the full form. Within a record, the record is already selected. The quick form keeps your draft if saving fails.

Search task text and related records, and group by status, assignee, record or meeting. Inline title edits save only after confirmation; failed saves retain the draft. Bulk actions report successes and failures separately and leave failed tasks selected for retry. Read-only users can inspect tasks and switch views without gaining editing access.

Overdue Tasks

Tasks past their due date appear highlighted in your queue. The AE Cockpit also surfaces overdue tasks as decision cards, so at-risk follow-ups don’t fall through the cracks.