Assign and Track Tasks
Follow-up work and policy requirements, assigned to the right person and visible until done.
The Tasks page is your team's follow-up ledger: everything that needs a human, assigned, dated, and tracked to done. View it as a table or a kanban board.
Tasks and Requirements
Two item types live here:
- Tasks: general follow-ups with a title, description, assignee, and due date. Statuses: To Do, In Progress, Done, Cancelled.
- Requirements: paperwork items tied to a specific policy, tracked as Captured or Not Captured, with reopen and cancel actions. Use them for outstanding documents and carrier requirements so nothing stalls a policy silently.
Tasks arrive three ways: created here, created inline from an Inbox conversation, or created by task automations (the Automations button on this page), which generate work from events the same way campaign automations enroll customers.
Who Sees What
Visibility follows roles: agents see their own tasks, managers can view and assign across their managed NPNs (the assignee picker shows per-person open counts), and admins see everything.
Manage Tags keeps a shared tag vocabulary for slicing the list.