Task fields
Each task captures the following information:| Field | Description |
|---|---|
| Title | A short, descriptive name for the action item (required). |
| Description | Optional detail or context for the task. |
| Priority | How urgently the task needs attention. |
| Due Date | The date by which the task should be completed. |
| Reminder | An optional date and time to be notified about the task. |
| Assigned To | The staff member responsible for completing the task. |
| Linked Client | An optional link to a client record in BridgePoint CRM. |
Priority levels
Urgent
Highest priority. Shown with a red badge and a filled dot indicator. Urgent tasks appear at the top of every task list.
High
High-importance tasks that need attention soon. Displayed with an orange badge.
Normal
Standard priority for routine follow-up. Displayed with a blue badge. This is the default when creating a new task.
Low
Low-urgency items that can be addressed when bandwidth allows. Displayed with a gray badge.
Task statuses
Open
Open
The task has been created but work has not yet started. Tasks begin in the Open state by default.
In Progress
In Progress
A staff member is actively working on the task.
Pending
Pending
The task is waiting on something external — for example, a client response or a third-party action — before it can move forward.
Deferred
Deferred
The task has been intentionally postponed. It remains visible in active views and can be moved back to any other status at any time.
Done
Done
The task is complete. Marking a task as Done requires you to enter a resolution comment explaining how the task was resolved. Done tasks move to the Done tab and no longer appear in active views.
How to create a task
You can create a task from two places: the Tasks page (for general or unlinked tasks) or directly from a client profile (which pre-fills the client link).- From the Tasks page
- From a client profile
Fill in the task details
Enter a title, optional description, priority, due date, and an optional reminder time. Select a staff member from the Assign To dropdown, or leave the task unassigned.
Optionally link to a client
In the Link to Client field, type a client’s name to search and select them. You can clear this selection at any time before saving.
Viewing your tasks
My Open Tasks (dashboard)
The dashboard shows a My Open Tasks widget with your top five upcoming tasks ordered by due date. Tasks with no due date appear after dated tasks.
Tasks page (full list)
The Tasks page shows all tasks for your office, organized into tabs for quick filtering.
Tasks page tabs
| Tab | What it shows |
|---|---|
| My Tasks | Tasks assigned to you that are not yet Done or archived. A badge shows your total open count. |
| All Office | All active, non-archived tasks for your office across every staff member. |
| Unassigned | Active tasks with no assigned staff member. |
| Done | Tasks that have been marked as Done but have not been archived. |
| Archived | Tasks that have been archived (visible to managers and admins only). |
Tasks are sorted by priority — Urgent tasks always appear first — and then by creation date within each priority level. Due dates that have passed are highlighted in red; due dates within the next 24 hours appear in amber.
How to filter tasks
On the Tasks page, click any of the tabs described above to filter the list. The My Tasks tab is selected by default when you open the page. To open a task and see its full detail — including description, comments, client link, and management options — click anywhere on the task row. A detail panel slides in from the right side of the screen.How to update a task status
Change the status
Use the status dropdown in the detail panel to select Open, In Progress, Pending, or Deferred.
How to mark a task as Done
Marking a task Done requires a resolution comment so your team has a record of what was accomplished.Select Done from the status dropdown
Choose Mark as Done… from the status dropdown. A confirmation dialog appears.
Write a resolution comment
Describe how the task was resolved in the Resolution Comment field. This comment is required.
How to reassign a task
Staff members with manager or admin permissions can reassign a task to a different staff member from within the task detail panel.Select the new assignee
Use the reassign dropdown (visible to managers and admins) to choose a different staff member.