Record Tasks
Linked tasks and next steps with shared grid and create-task workflow.
/admin/leads/:id?tab=tasksFuture Spec 12 →Current-state summary
Tasks & Next Steps is the record-scoped view of open, in-progress, blocked and closed work. The live opportunity has no tasks and suggests adding the first step or allowing a template to create tasks. Earlier evidence shows a shared task grid and a create form for title, description, type, state, priority, due date, owner, linked record and collaborators.
Interface inventory
Anatomy and verified behavior
Verification states separate observed behavior from requirements or assumptions.
| Element | Current behavior | Verification |
|---|---|---|
| Scope and state copy | Explains that open, in-progress, blocked and closed tasks are linked to this record. | Verified live |
| Add task | Primary and empty-state actions open task creation. | Verified visible; no task created |
| Template cue | Empty state explicitly anticipates template-created tasks for new records. | Verified live |
| Task grid | Earlier evidence shows shared selection, filter, sort, export and column controls. | Verified from earlier evidence |
| Create form | Captures work details, responsibility, timing, record link and collaborators. | Verified from earlier evidence |
User journeys
Current flows
Create next step
- Open Tasks
- Select Add task
- Enter details
- Assign owner and due date
- Confirm record link
- Save
Template creates work
- Create or transition a record
- Match task template trigger
- Instantiate tasks
- Assign using configured rules
- Show in record and global Tasks
State model
Current and expected states
No tasks for this record with manual/template guidance.
Named as supported states; populated live record not available.
Not observed.
Form defaults and policy not verified.
Product rules
Non-negotiable boundaries
- A task has one accountable owner and optional collaborators.
- Record-scoped and global views reference the same task.
- Closed tasks remain available.
- Task templates create instances, not permanent links to mutable template text.
- Visibility follows both task and linked-record permissions.
- State and due-date changes emit Activity events.
Known current limitations · 4 mapped
What is missing, broken or unverified
Future Spec 12 owns closure →- No live populated record task was available.
- Subtasks, dependencies, recurrence, time tracking and resource scheduling are not shown here.
- Template instantiation and assignment fallbacks are unverified.
- Due-date timezone and reminder behavior are unverified.
Future alignment
Required evolution
- 01Unify record tasks with Project schedules, Calendar, resource planning and time tracking in Spec 12.
- 02Support dependencies, milestones and provider-facing task visibility.
- 03Keep templates configurable while preserving historical task instances.
- 04Add overdue, blocked and workload signals.
Current baseline
Acceptance record
- Empty state and Add task are present.
- The module declares supported workflow states.
- Create form links task, owner, due date and collaborators.
- The same task appears in record and global views.
Reverse-spec completeness
Documentation coverage
The interface is still changing, so visual evidence and repository tracing remain intentionally incomplete.
Purpose and user outcome
DocumentedRoles and access
DocumentedRoutes and entry points
DocumentedPage and component anatomy
DocumentedFields and displayed data
DocumentedPrimary actions
DocumentedForms and validation
DocumentedStates and transitions
DocumentedEmpty, loading and error states
DocumentedResponsive behavior
PartialAccessibility behavior
PartialActivity and audit events
PartialData sources and persistence
DocumentedNotifications and automation
PartialKnown defects and limitations
DocumentedReusable component dependencies
DocumentedFuture-spec conflicts
PartialVisual and repository evidence
DeferredAcceptance of current baseline
Documented