Creating tasks & bulk actions

The Tasks workspace lets you create tasks inline (without leaving the list), edit them in a side panel, and run multi-task operations from a bulk action bar.

Creating a task

There are three ways to create a task.

From the engagement detail

Most tasks originate from engagement stage templates — when an engagement enters a stage, the stage’s task templates turn into real tasks automatically. You won’t create those manually.

For ad-hoc tasks on a specific engagement, open the engagement detail, scroll to the Tasks panel, and click + Add task.

From the Tasks workspace — inline create

At the bottom of any group in the List layout, a thin + Add task row appears (visible on hover or when the group has focus). Click it and a small inline form expands:

Press Enter to create — the task appears in the correct group automatically. Press Esc to cancel.

From the full Create task dialog

For tasks with richer detail (description, waiting-on, required flag), click the + New task button in the workspace chrome. A full dialog opens with every field plus a description text area.

You can also reach this dialog from the AI suggested-action Create task chip — it pre-fills client and context from the conversation.

[Screenshot: Inline create row and the full Create task dialog]

Working with the task detail side panel

Click any task in the list or board, and the right side opens with the detail:

┌──────────────────────────────────────┐
│ ☐ Collect • W-2 from John Smith     │
│ Engagement: 1040 — Smith 2024       │
│ Stage: Document gathering            │
│ ────────────────────────────────────│
│ Status:    To do  ▾                  │
│ Priority:  Medium ▾                  │
│ Waiting on: Client ▾                 │
│ Assignee:  Sarah K. ▾                │
│ Due:       Aug 12, 2024              │
│ ────────────────────────────────────│
│ Description                          │
│ Client mentioned mailing it Mon —    │
│ check back Tuesday if no upload.     │
│ ────────────────────────────────────│
│ [Mark complete]  [Open full page →] │
│ [Delete]                              │
└──────────────────────────────────────┘

What you can edit

Edits save as soon as you click outside the field. A small “Saving…” indicator appears, then “Saved” on success. A toast surfaces failures.

Opening the full page

For a more spacious edit surface, click Open full page →. You’ll land on the dedicated task page, with the same fields, more room, and a back button to the workspace.

Marking tasks complete

The most common action — make a task green.

One-click complete

Each task in the list and board has an empty circle on the left. Click it:

1. The card flips to a green checkmark instantly.
2. The task name picks up a strike-through.
3. A toast appears: “Task completed — (task name).”
4. If this was the last required task in the stage, a second toast appears: “Stage advanced — moved to (next stage).”

If saving fails (rare), the card reverts and a destructive toast explains why.

Re-opening a completed task

Click the green checkmark — it flips back to empty. The task returns to its previous status.

Re-opening doesn’t reverse a stage advance that happened as a side effect. If completing this task moved the engagement forward, you’ll need to move it back manually from the engagement detail.

Cancelling vs completing

To cancel a task instead of completing it, use the detail panel’s Status dropdown → Cancelled. The card shows a gray X instead of a green check. Same applies for Not applicable.

Selecting multiple tasks

When you select more than one task via the row checkbox, the bulk action bar appears across the bottom:

┌──────────────────────────────────────────────────────────────┐
│ 5 selected   [Complete] [Priority ▾] [Assignee ▾]            │
│              [Waiting on ▾] [Delete]    [Clear]              │
└──────────────────────────────────────────────────────────────┘

Selection shortcuts

• Click a checkbox — select that row.
• Shift-click — range-select from the last clicked row.
• Header checkbox — select every visible task (after filters).
• Clear — deselect everything.

Selected rows highlight with a light ring. Board cards get the ring too.

Running bulk operations

The bar shows “Updating…” while the change runs. When it’s done:

• “5 tasks updated — Priority set to High” toast on success.
• Or “3 of 5 failed — Reassigned” on a partial failure.

Failed tasks stay in their original state. Successes apply immediately.

Deleting in bulk

Delete is the only bulk action with a confirmation:

Delete 5 tasks? This can’t be undone.

Confirming deletes them. Cancel keeps your selection.

You can’t bulk-delete completed tasks — completed tasks are kept for audit. The bar shows the eligible count: “3 of 5 deletable.”

Instant feedback (and the rare flicker)

Single-task complete and bulk operations apply instantly — the UI updates before Assure Pro confirms the save. If anything fails:

• The failed item snaps back to its previous state.
• A toast tells you what went wrong.

This means the workspace feels snappy even on a slow connection — but you’ll occasionally see a flicker if a save truly fails.

Keyboard shortcuts

When the list or board has focus (no input active):

Inside the detail panel: Esc to close, Cmd Enter to save the description.

Progress summary

Above the list, a thin bar reads:

Progress: 3 of 12 complete (25%)

It updates live as you mark tasks done. The count respects your current filters — if you filter to “Due today,” the count is “X of Y due-today tasks complete.”

The progress bar is informational only — there’s no “Complete remaining” button.

Activity logging

Every task change appears in the activity log on the client and engagement:

• “Sarah created task: Collect W-2 from John”
• “Sarah completed task: Collect W-2 from John”
• “Sarah reassigned task to Mike”
• “Mike marked task as In progress”

The activity feed on the engagement and client profile shows these in order. Audit-friendly.

Common patterns

”Defer this task to next week”

Open the detail panel → Due date → pick next week. The change saves automatically.

”Reassign a teammate’s tasks before they leave”

Filter Assignee = the departing user. Select all via the header checkbox. Bulk → Reassign → pick a replacement. Done.

”I marked complete by accident”

Click the checkmark to re-open. Status returns to its previous state. Stage-advance side effects (if any) need a manual rollback.

”Pull up everything waiting on the IRS”

Filter Waiting on = IRS. The result is your IRS-chase list.

”Quickly add five unrelated tasks at once”

In a List view grouped by Type, scroll to each type’s + Add task row, type the name, press Enter. The form stays open — keep typing more tasks until you press Esc to close.

Limits

Permissions

Non-admins only see and edit tasks where they’re the assignee.

Next

• Views, filters & grouping — save the filters you reach for.
• Tasks overview — types, statuses, waiting-on states.
• Engagements overview — where most tasks originate.