> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bridgepointhq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks: Manage Action Items Across Your Office

> Create, assign, and track action items linked to clients or standalone. Manage priorities, due dates, and statuses to keep your team on top of every follow-up.

Tasks in BridgePoint CRM are action items that help your team track follow-ups, outstanding work, and time-sensitive responsibilities. You can link a task to a specific client record or create standalone tasks for internal work that is not tied to any one client. Every task can be assigned to a staff member, given a priority level, and tracked through to completion.

## 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

<CardGroup cols={2}>
  <Card title="Urgent" icon="circle-exclamation">
    Highest priority. Shown with a red badge and a filled dot indicator. Urgent tasks appear at the top of every task list.
  </Card>

  <Card title="High" icon="arrow-up">
    High-importance tasks that need attention soon. Displayed with an orange badge.
  </Card>

  <Card title="Normal" icon="minus">
    Standard priority for routine follow-up. Displayed with a blue badge. This is the default when creating a new task.
  </Card>

  <Card title="Low" icon="arrow-down">
    Low-urgency items that can be addressed when bandwidth allows. Displayed with a gray badge.
  </Card>
</CardGroup>

### Task statuses

<Accordion title="Open">
  The task has been created but work has not yet started. Tasks begin in the **Open** state by default.
</Accordion>

<Accordion title="In Progress">
  A staff member is actively working on the task.
</Accordion>

<Accordion title="Pending">
  The task is waiting on something external — for example, a client response or a third-party action — before it can move forward.
</Accordion>

<Accordion title="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.
</Accordion>

<Accordion title="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.
</Accordion>

<Note>
  Follow-up tasks use their own set of call-outcome statuses instead of the generic statuses above. See [Follow-up tasks and call outcomes](#follow-up-tasks-and-call-outcomes).
</Note>

***

## Follow-up tasks and call outcomes

Follow-up tasks track the outcome of reaching out to a client — typically a call. Instead of the generic Open / In Progress / Pending / Deferred / Done statuses, a follow-up task uses a dedicated **call-outcome status** that records what happened on the last attempt. These outcomes are organized into three groups: **To-Do**, **In Progress**, and **Complete**.

<AccordionGroup>
  <Accordion title="To-Do">
    | Status            | Meaning                                                             |
    | ----------------- | ------------------------------------------------------------------- |
    | **Not Contacted** | No attempt has been made yet. Every new follow-up task starts here. |
  </Accordion>

  <Accordion title="In Progress">
    | Status                      | Meaning                                             |
    | --------------------------- | --------------------------------------------------- |
    | **No Answer**               | The client did not pick up.                         |
    | **Left Voicemail**          | A voicemail was left for the client.                |
    | **Needs Callback**          | The client needs to be called back.                 |
    | **Busy / Try Again**        | The line was busy or the attempt should be retried. |
    | **Wrong / Bad Number**      | The number on file was incorrect or unreachable.    |
    | **Requested Callback Time** | The client asked to be called at a specific time.   |
    | **Awaiting Response**       | Waiting to hear back from the client.               |
  </Accordion>

  <Accordion title="Complete">
    | Status                   | Meaning                                                            |
    | ------------------------ | ------------------------------------------------------------------ |
    | **Enrolled**             | The client was successfully enrolled.                              |
    | **Not Interested**       | The client declined.                                               |
    | **Unreachable - Closed** | The client could not be reached and the follow-up is being closed. |
  </Accordion>
</AccordionGroup>

<Note>
  Moving a follow-up task to any of the three **Complete** outcomes (Enrolled, Not Interested, or Unreachable - Closed) also marks the task as Done. Like marking any task Done, this requires a resolution comment (see [How to mark a task as Done](#how-to-mark-a-task-as-done)).
</Note>

### The Follow Ups board

The **Follow Ups** tab shows a Kanban board with one column for each call outcome, laid out left to right in **To-Do → In Progress → Complete** order with a faint group caption above each group. Each column header shows how many tasks it contains.

Unlike the other active tabs, the Follow Ups board keeps completed follow-ups visible in their **Complete** columns, so you can see Enrolled, Not Interested, and Unreachable - Closed outcomes at a glance rather than losing them to the Done tab.

<Steps>
  <Step title="Open the Follow Ups tab">
    On the Tasks page, select the **Follow Ups** tab.
  </Step>

  <Step title="Drag a card to record an outcome">
    Pick up a follow-up card and drop it into the column that matches what happened. The column highlights as you drag over it, and the task's call outcome updates to match that column.
  </Step>
</Steps>

<Note>
  Dropping a follow-up onto a **Complete** column (Enrolled, Not Interested, or Unreachable - Closed) opens the resolution-comment dialog — the same gate used for the Done column — so how the follow-up was resolved is always captured. When the dialog is opened this way, its title reflects the outcome you chose, for example **Mark as Enrolled**.
</Note>

You can also change a follow-up's call outcome from its detail panel: open the task and use the status dropdown, which lists the call outcomes for follow-up tasks. Choosing a **Complete** outcome opens the same resolution-comment dialog.

***

## 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).

<Tabs>
  <Tab title="From the Tasks page">
    <Steps>
      <Step title="Open the Tasks page">
        Select **Tasks** from the main navigation.
      </Step>

      <Step title="Click New Task">
        Click the **New Task** button in the upper-right corner of the page.
      </Step>

      <Step title="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.
      </Step>

      <Step title="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.
      </Step>

      <Step title="Create the task">
        Click **Create Task**. The task appears immediately in the task list.
      </Step>
    </Steps>
  </Tab>

  <Tab title="From a client profile">
    <Steps>
      <Step title="Open the client record">
        Navigate to the client you want to associate the task with.
      </Step>

      <Step title="Create a task from the client">
        Find the Tasks section on the client profile and use the option to add a new task. The client is pre-filled automatically.
      </Step>

      <Step title="Complete and save">
        Fill in the remaining fields and click **Create Task**.
      </Step>
    </Steps>
  </Tab>
</Tabs>

***

## Viewing your tasks

<CardGroup cols={2}>
  <Card title="My Open Tasks (dashboard)" icon="gauge">
    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.
  </Card>

  <Card title="Tasks page (full list)" icon="list-check">
    The Tasks page shows all tasks for your office, organized into tabs for quick filtering.
  </Card>
</CardGroup>

### 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.                                                                                                                       |
| **Follow Ups** | Follow-up tasks shown as a call-outcome Kanban board. Completed follow-ups stay visible in their Complete columns. See [Follow-up tasks and call outcomes](#follow-up-tasks-and-call-outcomes). |
| **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).                                                                                                                            |

<Note>
  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.
</Note>

### Board and table views

The Tasks page can display your tasks two ways. Switch between them with the **Board / Table** toggle in the upper-right corner of the page. The page opens in **Board** view by default.

<CardGroup cols={2}>
  <Card title="Board view" icon="table-columns">
    A Kanban board with a column for each status — **Open**, **In Progress**, **Pending**, **Reassigned**, and **Done**. Each column header shows how many tasks it contains. Drag a card from one column to another to change its status (see below).
  </Card>

  <Card title="Table view" icon="table-list">
    A sortable, paginated list. Sort by any column and choose how many tasks to show per page (25, 50, or 100).
  </Card>
</CardGroup>

To open a task and see its full detail — including description, comments, client link, and management options — click a card (on the board) or a row (in the table). A detail panel slides in from the right side of the screen.

***

## How to filter tasks

Start by choosing a tab — **My Tasks**, **All Office**, **Follow Ups**, **Unassigned**, **Done**, or **Archived** — to set which tasks are in view. The **My Tasks** tab is selected by default when you open the page.

Beneath the tabs is a filter bar that lets you narrow the list further. Each filter is always shown as a chip. Click a chip to open its picker and choose one or more values; the chip highlights and shows your selection, and a **×** appears to clear that filter on its own.

| Filter       | What it does                                                                                                                       |
| ------------ | ---------------------------------------------------------------------------------------------------------------------------------- |
| **Search**   | Type to match tasks by title or related text.                                                                                      |
| **Priority** | Show only tasks at the priorities you pick (Urgent, High, Normal, Low). You can select more than one.                              |
| **Status**   | Show only tasks in the statuses you pick. You can select more than one.                                                            |
| **Type**     | Show only the task types you pick. You can select more than one.                                                                   |
| **Assignee** | Show only tasks assigned to the people you pick. A **Me** shortcut is pinned to the top of the list. You can select more than one. |

Filters combine, so you can, for example, show only **Urgent** and **High** tasks assigned to **Me**. When any filter is active, a **Clear all** button appears to remove every filter at once.

<Note>
  Your Priority, Status, Type, and Assignee selections are remembered across tabs and after you refresh or reopen the page. The **Search** box is intentionally *not* remembered — because it can contain a client's name, it is cleared each time so it does not linger on a shared workstation.
</Note>

***

## How to update a task status

You can change a task's status from the detail panel, or by dragging it on the board.

<Tabs>
  <Tab title="From the detail panel">
    <Steps>
      <Step title="Open the task">
        Click the task card or row to open the detail panel.
      </Step>

      <Step title="Change the status">
        Use the status dropdown in the detail panel to select **Open**, **In Progress**, **Pending**, or **Reassigned**.
      </Step>

      <Step title="Save">
        The status updates immediately when you choose a new value. No separate save step is required.
      </Step>
    </Steps>
  </Tab>

  <Tab title="By dragging on the board">
    <Steps>
      <Step title="Switch to Board view">
        Use the **Board / Table** toggle to open the board.
      </Step>

      <Step title="Drag the card to a new column">
        Pick up a task card and drop it into another status column. The column you drop onto highlights as you drag over it, and the task's status changes to match that column.
      </Step>
    </Steps>

    <Note>
      Dropping a card onto the **Done** column does not silently complete the task — it opens the same resolution-comment dialog described below, so a record of how the task was resolved is always captured.
    </Note>
  </Tab>
</Tabs>

***

## 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.

<Steps>
  <Step title="Open the task detail panel">
    Click the task row in the task list.
  </Step>

  <Step title="Select Done from the status dropdown">
    Choose **Mark as Done…** from the status dropdown. A confirmation dialog appears.
  </Step>

  <Step title="Write a resolution comment">
    Describe how the task was resolved in the **Resolution Comment** field. This comment is required.
  </Step>

  <Step title="Confirm">
    Click **Mark Done**. The task moves to the **Done** tab and a resolution comment is saved to the task's comment history.
  </Step>
</Steps>

<Warning>
  Once a task is marked Done, you cannot update its status from the detail panel. If you need to reopen a task, contact your office manager.
</Warning>

***

## 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.

<Steps>
  <Step title="Open the task detail panel">
    Click the task row to open the panel.
  </Step>

  <Step title="Select the new assignee">
    Use the reassign dropdown (visible to managers and admins) to choose a different staff member.
  </Step>

  <Step title="Click Reassign">
    Click the **Reassign** button to save the change.
  </Step>
</Steps>

***

## Adding comments to a task

You can leave comments on any active (non-archived) task to communicate progress updates or additional context to your team.

<Steps>
  <Step title="Open the task detail panel">
    Click the task row to open the panel.
  </Step>

  <Step title="Write your comment">
    Type in the comment field at the bottom of the panel. Type **@** to tag a teammate (see below).
  </Step>

  <Step title="Post the comment">
    Click **Post Comment**. All comments are visible to everyone who can view the task.
  </Step>
</Steps>

<Tip>
  Resolution comments — added when marking a task Done — are highlighted in green to make them easy to identify in the comment thread.
</Tip>

***

## Mentioning a teammate in a comment

You can tag a colleague in a task comment to notify them and draw their attention to the task.

<Steps>
  <Step title="Type @ in the comment field">
    In the comment field, type **@** followed by the start of a person's name. A suggestion list appears showing matching staff members.
  </Step>

  <Step title="Pick the person">
    Use the arrow keys to move through the list and press **Enter** or **Tab** to select, or click a name. Their **@Name** is inserted into your comment. You can tag more than one person in the same comment.
  </Step>

  <Step title="Post the comment">
    Click **Post Comment**. Each tagged teammate receives a notification letting them know you mentioned them, and their **@Name** appears highlighted in the posted comment.
  </Step>
</Steps>

<Note>
  You can only tag active staff members in your own office. Owners and admins can tag anyone in the organization. You cannot tag yourself — if you mention your own name, no notification is sent.
</Note>

<Tip>
  If you delete a person's **@Name** from the comment before posting, they are no longer tagged and will not be notified.
</Tip>

When you edit an existing comment, you can add or remove mentions the same way. Only newly added mentions trigger a notification — teammates who were already tagged are not notified again.