---
id: CAP-CRM-ACT-014
title: Work from personal and shared task views
feature: FEAT-CRM-ACT-03
product_area: crm
module: activities-tasks
revision: 2
status: draft
product_intent: proposed
implementation_evidence: partially-observed
supersedes:
  - react-console acceptance inventory CAP-CRM-ACT-015
source_sha:
  services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
intent_sources:
  - >-
    Andrew 2026-10-15 (three shipped recipes), recorded at
    services-crm:docs/attention.md#2. Attention definitions
purpose: Staff find the relevant work and open it without leaving the Tasks screen.
outcomes:
  - Personal work as the opening view
  - Shared and due-date views
  - Permission-aware task controls
concepts:
  - CON-CRM-ACT-003
actors:
  - ACT-CRM-001
  - ACT-CRM-002
  - ACT-CRM-006
surfaces:
  - console
preconditions:
  - The caller has authority to access task work.
postconditions: []
permissions:
  - key: crm.tasks.read
    where_checked: console
    scope: tenant
  - key: crm.tasks.query
    where_checked: api
    scope: tenant
  - key: crm.tasks.create
    where_checked: console
    scope: tenant
  - key: crm.tasks.update
    where_checked: console
    scope: tenant
rules:
  - id: BR-CAP-CRM-ACT-014-01
    proved_by: [ATS-CRM-ACT-014-01, ATS-CRM-ACT-014-05, ATS-CRM-ACT-015-07, TST-CRM-ACT-031, TST-CRM-ACT-058, TST-CRM-ACT-073]
    statement: >-
      General task lists require the tasks dataset query permission, while
      role-offered work uses a separate list operation.
    kind: permission
    enforced_at:
      - api
      - service
    must_prove: true
    provenance: observed
    source: 'services-crm:modules/tasks/aws/api/tasks.routes.ts:tasksRoutes'
    origin: >-
      Andrew 2026-10-15 (three shipped recipes), recorded at
      services-crm:docs/attention.md#2. Attention definitions
  - id: BR-CAP-CRM-ACT-014-02
    proved_by: []
    statement: >-
      Tasks opens at My Open Tasks and includes All Tasks, My Completed, My
      Tasks, Assigned by Me, Overdue, Due Soon for the next seven days,
      Unassigned, Completed and queue-specific views.
    kind: policy
    enforced_at:
      - console
    must_prove: false
    provenance: test
    source: >-
      react-console:components/console/tasks/__tests__/tasks-definition.test.tsx#opens
      on My Open Tasks, which is what a person comes to Tasks to do
    origin: none
  - id: BR-CAP-CRM-ACT-014-03
    proved_by: []
    statement: >-
      Personal task views resolve the current signed-in user rather than
      embedding a fixed user reference.
    kind: policy
    enforced_at:
      - console
    must_prove: false
    provenance: test
    source: >-
      react-console:components/console/tasks/__tests__/tasks-definition.test.tsx#asks
      for the signed-in person rather than a user id, so a view means the same
      to everybody
    origin: none
  - id: BR-CAP-CRM-ACT-014-04
    proved_by: []
    statement: The displayed task count comes from the query layer for the same list.
    kind: calculation
    enforced_at:
      - console
      - service
    must_prove: true
    provenance: test
    source: >-
      react-console:components/tasks/__tests__/tasks-page.test.tsx#says how many
      tasks the tenant has once it has been counted, and asks for nothing before
    origin: none
  - id: BR-CAP-CRM-ACT-014-05
    proved_by: [ATS-CRM-ACT-014-02, TST-CRM-ACT-078]
    statement: >-
      Create Task requires creation permission, and creation from a queue view
      preselects that queue.
    kind: permission
    enforced_at:
      - console
    must_prove: true
    provenance: test
    source: >-
      react-console:components/tasks/__tests__/tasks-page.test.tsx#offers Create
      Task only to someone who may create a task
    origin: none
  - id: BR-CAP-CRM-ACT-014-06
    proved_by: [ATS-CRM-ACT-014-03, TST-CRM-ACT-060, TST-CRM-ACT-075]
    statement: >-
      The task drawer permits editing only for an updater with an open task and
      limits actions to the caller’s permissions.
    kind: permission
    enforced_at:
      - console
    must_prove: true
    provenance: test
    source: >-
      react-console:components/tasks/__tests__/task-detail-sheet.test.tsx#offers
      only what each permission allows
    origin: none
  - id: BR-CAP-CRM-ACT-014-07
    proved_by: []
    statement: >-
      Task rows and direct links open the Tasks screen’s drawer, which rereads
      the full task, rather than a separate task page.
    kind: policy
    enforced_at:
      - console
    must_prove: false
    provenance: test
    source: >-
      react-console:components/console/tasks/__tests__/tasks-definition.test.tsx#opens
      a row in the drawer rather than on a page of its own
    origin: none
  - id: BR-CAP-CRM-ACT-014-08
    proved_by: []
    statement: Task lists support spreadsheet export through the query layer.
    kind: policy
    enforced_at:
      - console
      - service
    must_prove: false
    provenance: test
    source: >-
      react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0714.spec.ts#CRM-ACC-0714
    origin: none
  - id: BR-CAP-CRM-ACT-014-09
    proved_by: [ATS-CRM-ACT-014-04, ATS-CRM-ACT-014-05]
    statement: >-
      The Tasks screen does not present work offered to the user’s security
      roles.
    kind: policy
    enforced_at:
      - console
    must_prove: true
    provenance: unknown
    source: FND-CRM-ACT-010
    origin: none
scenarios:
  - id: SC-CAP-CRM-ACT-014-01
    given: An administrator has forty fixture tasks spanning configured views.
    when: Visit built-in and queue views and export a list.
    then: The list counts and exported rows agree with the query results.
    provenance: test
    source: >-
      react-console:acceptance/crm/playwright/journeys/cross-application/CRM-ACC-0714.spec.ts#CRM-ACC-0714
edge_cases: []
constraints: []
depends_on:
  - CAP-CRM-ACT-010
  - CAP-CRM-ACT-012
related:
  - CAP-CRM-ACT-013
  - CAP-CRM-ACT-015
journeys:
  - JNY-CRM-ACT-002
  - JNY-CRM-ACT-003
open_questions:
  - OQ-CRM-ACT-002
evidence:
  - >-
    services-crm at a8d1364f1dd44b723bb5f9acba12f983e9ec8d69: Independently
    reviewed declarations, behavior and assertions identified in this
    capability’s row citations.
  - >-
    react-console at baf6dae382d6f41dce976c7f848667ccc37e076f: Independently
    reviewed declarations, behavior and assertions identified in this
    capability’s row citations.
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-PRV-001, TC-PRV-002, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-TEN-004]
exercised_by: [FAS-CRM-ACT-01-02, FAS-CRM-ACT-03-01, FAS-CRM-ACT-03-02, FAS-CRM-ACT-03-03, FAS-CRM-ACT-03-04, FAS-CRM-ACT-04-06]
suites: [TST-CRM-ACT-031, TST-CRM-ACT-058, TST-CRM-ACT-060, TST-CRM-ACT-073, TST-CRM-ACT-075, TST-CRM-ACT-078]
---

# Work from personal and shared task views

## Purpose

Staff find the relevant work and open it without leaving the Tasks screen.

## How It Works

A worker opens Tasks at My Open Tasks. The query layer supplies that view and the alternative lists. Personal criteria resolve the signed-in worker when the query runs. Queue views provide shared work contexts. The header offers task creation when permission allows it. Opening a row reads the full task into a drawer. The drawer limits editing according to permission and status. A direct task link opens the same screen and drawer. Spreadsheet export uses the shared query infrastructure. Role-offered work requires a separate read and has no console view yet.

## Relationships

- Task recording supplies creation and editing.
- Assignment and lifecycle capabilities supply drawer actions.
- Platform queries own list execution, counts and export.