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Workflow tool

Task Manager

Granular project task + subtask tracking. Due dates, assignments, and AI-suggested tasks from engine runs. Not an AI engine — doesn't consume runs.

What it does

Task Manager is project-scoped task tracking with subtasks, due dates, status (open / in progress / done), assignees, comments, and automatic AI-suggested tasks from engine runs. When an engine produces action items (e.g., "Negotiate LD cap" from Contract Review), it surfaces them here.

Step by step

  1. Open Tasks

    Sidebar → Tasks.

  2. + Add task

    Name + due date + assignee.

  3. Break into subtasks

    Expand any task to add subtasks. Each subtask has its own due date + assignee.

  4. Set status / assignees

    Click a status pill or assignee avatar to change.

  5. Review AI-suggested tasks

    Suggested-by-AI tasks appear with a small AI badge. Accept to add to your task list, or dismiss.

Every control, explained

+ Add task

Row with name, due, assignee.

Subtask toggle

Expand to see subtasks, create new ones.

Status pill

Click to cycle: Open → In progress → Done.

Assignee avatar

Click to reassign; multi-assign supported.

Comment

Threaded comments per task.

AI-suggested badge

Flags a task the system derived from an engine run.

Accept / Dismiss AI suggestion

Accept adds to your active list; dismiss archives.

Filter: status / assignee / due

Narrow the list.

Export XLSX

Task table with subtasks.

Troubleshooting

Too many AI-suggested tasks piling up

Every engine run that produces action items adds suggestions. Dismiss in bulk — they won't re-suggest unless the source engine is re-run.