Tasks workspace overview

The Tasks workspace is the firm-wide view of every task across every engagement. Each individual engagement shows its own task list inside the engagement detail. The Tasks workspace is the inbox for “what do I need to ship today?” — pulled across all clients, all engagements, all stages.

When to use it

Use the Tasks workspace when…	Use the engagement task list when…
”What do I have to do right now?"	"What’s left in this 1040?”
Cross-client triage	Stage-level execution
Bulk reassign or re-prioritize	One-at-a-time completion
”Filter by Urgent across my book"	"Filter inside one engagement”

Both surfaces show the same tasks. Edits in one show up in the other.

Opening the workspace

There are three ways in:

Command palette — press Cmd K (or Ctrl K), type “Tasks”, and press Enter.
Keyboard shortcut — press g then t (Go to Tasks).
Sidebar — Tasks isn’t pinned to the main sidebar by default; it’s a power-user view layered on top of Engagements.

What you’ll see


┌──────────────────────────────────────────────────────────┐
│ My Today · [Updated]      [List] [Board]    [+ Save as]  │
│ ───────────────────────────────────────────────────────  │
│ Filters: Priority · Type · Waiting on · Assignee · Status│
│ Group: Due date  Sort: Priority ↓  Show completed: off   │
│ ───────────────────────────────────────────────────────  │
│ Progress: 3 of 12 complete                               │
│ ───────────────────────────────────────────────────────  │
│ Overdue (2)                                              │
│   ☐  Collect • W-2 from John          Today              │
│   ☐  Review  • Draft 1040 — Smith     Yesterday          │
│ Today (5)                                                │
│   ☐  Prepare • 1120S for Acme LLC     EOD                │
│   ☐  File    • E-file 1040 — Garcia   EOD                │
│   ...                                                    │
└──────────────────────────────────────────────────────────┘

From top to bottom: the view chrome (view name, layout toggle, save controls) → filters and grouping → a progress summary → the task list or board.

[Screenshot: Tasks workspace with My Today view]

The 13 task types

Tasks are categorized by what they actually are — not who does them.

Type	What it means
Collect	Get something from the client or external party — W-2, bank statement, K-1
Prepare	Build something — draft a return, write a memo
Review	Someone else’s work needs your sign-off
Approve	Owner or partner approval gate
File	Submit to the IRS or state — e-file, paper file
Follow up	Chase a payment, signature, or response
Admin	Internal paperwork — set up Vault, update intake, configure a pipeline
Communicate	Send a message or schedule a call
Bookkeeping	Categorize, reconcile — accounting-engagement specific
Fieldwork	Audit and assurance — on-site or substantive procedures
Planning	Tax planning, projections, scenarios
Meeting	Client or internal meeting
Research	Look up a code section, regulation, or recent guidance

The type drives the card’s badge color and the filter set. It’s also how Assure Pro generates tasks from stage templates.

The 5 statuses

Status	What it means
To do	Not started, ready to begin
In progress	Someone is actively working on it
Completed	Done — shows a green checkmark
Cancelled	Won’t be done — shows a gray X
Not applicable	The task doesn’t apply to this engagement (for example, an LLC-only step on a Schedule C)

Cancelled and Not applicable both close the task without counting it as “done.” They live under separate filters so you can audit later.

The 5 waiting-on states

A task can be active but blocked — you can’t make progress because you’re waiting on someone or something:

Waiting on	What it means
Not blocked	Default — you can act on it now
Client	Need something from the client (W-2, signature, info)
IRS	Waiting on a transcript, refund, or notice response
Third party	Waiting on a bank, employer, custodian, or other firm
Internal	Waiting on a teammate — reviewer hasn’t reviewed yet, for example

This is separate from status — a task can be “In progress” and “Waiting on Client” at the same time (you started, but you can’t finish without their input).

The Waiting on filter is great for daily triage: “show me everything that’s not blocked so I can ignore the rest.”

Priority

Four levels:

Priority	When to use
Urgent	Drop everything — billable client emergency
High	Today or this week, important
Medium	Normal — the default for most tasks
Low	Background, not season-critical

Urgent and High both show a red dot on the card. Medium and Low don’t show a dot unless you turn on “Show priority” in display properties.

Required vs optional

Tasks can be marked Required. Required tasks gate stage progress in strict gate mode — you can’t advance the engagement until every required task is done. Optional tasks ride along but don’t block.

A REQ badge shows on required cards when the Required display property is on.

Two layouts — list and board

The layout toggle in the top-right switches between two views.

List

A vertical list grouped by your group-by. Each row is a single line with:

A checkbox (for bulk selection).
A complete circle (click to mark done).
A type badge (a single-letter chip).
The task name (struck through when complete).
Right-side metadata: client name, due date, assignee avatar, priority dot.

Great for triage — see 30 tasks at once.

Board

A board-style horizontal layout, with each group as a column. Click a card to open the detail panel. Cards aren’t drag-and-drop today — moving between columns happens through the detail panel.

Great for “all tasks waiting on the client” or “tasks by stage” visualization.

Saved views

A view is a saved bundle of layout, group, sort, filters, and visible properties. The workspace ships with one default:

My Today

Layout: List
Group: Due date
Sort: Priority descending
Filters: Due date is Overdue or Today; Status isn’t Completed or Cancelled
Scope: My tasks (where you’re the assignee)
Properties shown: Type, Client, Priority dot, Assignee, Due date

This is the firm-wide default — every team member starts here.

You can save your own views — see Views, filters & grouping.

Progress summary

A thin bar above the list shows “N of M complete” — a quick health check for your active view. It updates live as you mark things done.

Common patterns

”Show me only what I need to do today”

The default My Today view does this. If you’ve drifted from it, click the view dropdown → My Today → and you’re back.

”What’s blocking my engagements?”

Group by Waiting on, filter Status = “To do” or “In progress”. The Client, IRS, and Third party buckets are your nudge list.

”How many tasks does my firm have left this season?”

Switch to the All scope. Filter Due date = “This week” and “Next week”. Group by Assignee. The progress bar tells you how loaded each person is.

”Reassign tasks from a departing teammate”

Filter Assignee = the departing user. Select all (shift-click first and last, or the header checkbox). Bulk actions bar → Reassign → pick the new owner.

See Creating tasks & bulk actions.

What’s not in the workspace yet

Time-tracking integration — you can log time on a task, but the workspace doesn’t show running timers (those live in Billing → Time).
Drag-and-drop reordering — board cards aren’t drag-sortable today.
Subtasks — tasks are flat. No parent and child.
Recurring tasks — tasks don’t auto-recreate today. For recurring work, recurring engagements generate new task sets each period (see Engagements).

Permissions

Action	Required
Open the workspace	View tasks
Mark complete	Edit tasks
Create a task	Create tasks
Delete a task	Delete tasks
Save a firm-wide view	Admin or Owner
Save a personal view	View tasks

Non-admins see only their own tasks. Admins and owners see every task in the firm.

Views, filters & grouping — saved views, group and sort options, the full filter set.
Creating tasks & bulk actions — inline create, the detail panel, multi-task operations.
Engagements overview — where tasks originate.