---
id: SCR-CRM-ACT-005
title: Tasks
route: '/console/{tenantId}/tasks'
surface: console
product_area: crm
module: activities-tasks
revision: 1
status: draft
design_intent: proposed
implementation_evidence: observed
inference: []
source_sha:
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
  services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69
purpose: >-
  Start with personal unfinished work and provide workspace, deadline and queue views
  alongside task creation and permitted row actions.
supports:
  - JNY-CRM-ACT-002
  - JNY-CRM-ACT-003
  - CAP-CRM-ACT-014
  - CAP-CRM-ACT-010
  - CAP-CRM-ACT-012
  - CAP-CRM-ACT-011
  - CAP-CRM-ACT-019
permission: crm.tasks.read (screen); crm.tasks.query (lists and counts)
entry_from:
  - The workspace Tasks navigation entry.
  - A task selected from a related-record timeline.
exits_to:
  - The selected task’s drawer.
  - The task creation sheet.
displays:
  - field: >-
      Personal and workspace views for unfinished, completed, assigned, overdue, upcoming
      and unheld work, plus active queue views.
    source: >-
      Platform query engine over the crm.tasks dataset (recipes and console view criteria,
      current user resolved at query time)
  - field: 'Work heading, category, progress, urgency, due day, holder and related context.'
    source: Platform query engine over the crm.tasks dataset
  - field: >-
      A header count of all workspace tasks, distinct from the explorer’s filtered view
      count.
    source: Platform query engine count through useTaskTotal
  - field: Task-category and queue choices for filtering and creation.
    source: 'listTaskTypes, listTaskQueues'
actions:
  - label: Create Task
    operation_id: createTask
    permission: crm.tasks.create
    confirm: false
  - label: Claim (row)
    operation_id: claimTask
    permission: crm.tasks.update
    confirm: false
  - label: Release (row)
    operation_id: releaseTask
    permission: crm.tasks.update
    confirm: false
  - label: Complete (row toggle)
    operation_id: completeTask
    permission: crm.tasks.update
    confirm: false
  - label: Open a task
    operation_id: getTask
    permission: crm.tasks.read
    confirm: false
  - label: Export
    operation_id: Platform query engine export of the current view
    permission: crm.tasks.query (console tools.tasks.export alias)
    confirm: false
states:
  - empty
  - loading
  - error
  - read-only
validation:
  - BR-CAP-CRM-ACT-014-02
  - BR-CAP-CRM-ACT-014-03
  - BR-CAP-CRM-ACT-014-04
  - BR-CAP-CRM-ACT-014-05
  - BR-CAP-CRM-ACT-014-07
  - BR-CAP-CRM-ACT-012-13
  - BR-CAP-CRM-ACT-010-13
patterns:
  - 'Record Explorer (recipe-anchored views, queue views, export)'
  - Standard page layout with RequirePermission access-denied state
  - Side sheet for Create Task with contact selector and organization record picker
  - Drawer for task detail rather than a separate task page
component: 'app/(console)/console/[tenantId]/tasks/page.tsx'
evidence:
  - >-
    react-console at baf6dae3: app/(console)/console/[tenantId]/tasks/page.tsx;
    components/console/tasks/tasks-definition.tsx, tasks-explorer.tsx, task-cells.tsx;
    components/tasks/create-task-sheet.tsx, tasks-header.tsx, use-task.ts,
    task-row-actions.tsx; lib/tasks/queries.ts, deep-link.ts; lib/api/tasks.ts.
  - 'react-console:lib/authz/backend-aliases.ts:crmRecord; lib/authz/permissions.ts:tasks'
controls: [TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-006, TC-DAT-001, TC-DAT-002, TC-DAT-003, TC-DAT-005, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-003, TC-PI-005, TC-PRV-001, TC-PRV-002, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-TEN-004]
---

# Tasks

## What the Screen Is For

This workspace page is the console’s task workbench. It defaults to personal unfinished work and lets users inspect shared or broader work without changing applications.

## What It Shows and Lets People Do

The Record Explorer runs task recipes and resolves personal view criteria for the current user. Queue views can preselect the queue during creation. Authorized rows expose claiming, release and completion; selecting a row or deep link reads full task detail into the drawer. The creation sheet supplies holder, queue and related-record choices. There is no task deletion command or personal role-offer view.

## States and Errors

Read permission gates the page, and query authority governs list data. The header count describes the workspace, which differs from the planning rule for a selected-list count. Failed claims use generic conflict feedback and do not guarantee list or drawer refresh; successful mutations revalidate shared queries.

## Patterns It Must Respect

The page combines a recipe-backed explorer, standard layout, creation sheet and detail drawer. Its workspace navigation location and missing role-offer discovery remain planning matters rather than new design decisions.