> ## Documentation Index > Fetch the complete documentation index at: https://docs.go.aiinsurance.io/llms.txt > Use this file to discover all available pages before exploring further. # Dashboard & tasks > The Dashboard's tasks calendar, the full task list, and creating, assigning, and completing tasks. The **Dashboard** is the app's home page — it's where you land after signing in, and you can return to it any time from the **Dashboard** entry in the sidebar. Its centerpiece is the **Calendar and Tasks** card: your upcoming work, laid out on a month calendar. A **task** is a dated to-do — chase a document, call an adjuster, follow up on a renewal — with a name, a due date and time, one or more assignees, and optionally a link to the record it's about. The Dashboard page showing the Calendar and Tasks card with New Task and View all Tasks buttons, a July 2026 month calendar with dots on days that have tasks, and a list of task cards for the selected day. Tasks follow your **permissions**: the New Task button only appears for roles that can create tasks, and the edit/delete affordances described below only show for roles allowed to perform them. If your role can't view tasks, the tasks card and the tasks page aren't available. ## The tasks calendar The calendar on the Dashboard shows **your own open work**: tasks assigned to you that aren't complete yet, for the month on display. * **Days with a dot** have at least one of your incomplete tasks due that day. * **Select a day** to see its tasks on the right. The Dashboard shows up to three; if there are more, a **+N more items** link takes you to the full [task list](#the-task-list). * **Navigate months** with the month and year dropdowns in the calendar header, or the left/right arrows (the arrows move within the displayed year — use the dropdowns to cross into another year). The small dot button between the arrows jumps back to today. Above the calendar, the card offers two buttons: | Button | What it does | | ------------------ | ------------------------------------------------ | | **New Task** | Opens the [New Task dialog](#creating-a-task). | | **View all Tasks** | Opens the full [task list](#the-task-list) page. | ### Task cards Each task renders as a compact card wherever tasks are listed — on the Dashboard, the task list, and a record's Tasks tab: * The **task name** (shown in red when the task is overdue). * The **due time** (the task list also shows the full date). * The **linked record's name**, when the task is linked to one. * An **assignee summary** — "Assigned to you", "Assigned to you and 2 others", "Assigned to *name*", or "No Assignees". * A **checkbox** (on the task list and calendar views) that marks the task complete — or incomplete again — in one click. Selecting a card opens the [task details dialog](#viewing-and-editing-a-task). ## The task list **View all Tasks** (or the **+N more items** link) opens the full task list. It shows every task that matches the current filters, grouped by date: * **Overdue** — past-due tasks that aren't complete, listed first with their names in red. * **Day-by-day groups** — today's and upcoming tasks under a header for each date, in date order. Completed tasks keep their place under their date until the date passes. * **Complete** — past tasks that were completed. ### Searching and filtering * **Search tasks** matches against task names as you type, highlighting the match on each card. * **Add Filters** opens the filter picker with two filters: | Filter | Options | Default | | --------------- | ------------------------------------------------- | ------------ | | **Status** | All · Not Complete · Complete | Not Complete | | **Assigned to** | Anyone, or a specific user (you're marked "(Me)") | You | Active filters appear as **pills** under the search field — select a pill to edit it, or its × to remove it. So by default the list opens on *your incomplete tasks*; clear both filters to see every task in the company. Filters live in the page URL, so they survive a refresh and the back button — and you can share a filtered task list with a teammate by copying the address. ## Creating a task Select **New Task** (on the Dashboard or the task list) to open the New Task dialog: The New Task dialog with Task Name and Description fields, Task Date and Task Time fields side by side, an Assignee(s) multi-select with an Assign to myself link, and Create and Cancel buttons. | Field | Required | Notes | | --------------- | -------- | --------------------------------------------------------------------- | | **Task Name** | Yes | Up to 100 characters. | | **Description** | No | Up to 100 characters. | | **Task Date** | Yes | The due date. | | **Task Time** | Yes | The due time. | | **Assignee(s)** | No | Pick any number of users; **Assign to myself** adds you in one click. | **Create** saves the task; it appears on each assignee's Dashboard calendar and task list. ### Linking a task to a record A task's **linked record** comes from where you create it: tasks created from the Dashboard or the task list stand alone, while tasks created from a record are linked to it automatically. For example, an event's **Actions → New Task** (and its Tasks tab) creates a task linked to that claim or incident — see [Event actions](/app/features/event-actions). The dialog shows the linked record above the task fields, and the link can't be changed afterwards. In the task details dialog, the linked record's name is a link that takes you straight to it — a [policy](/app/features/policies), an [exposure](/app/features/exposures), or an [event](/app/features/events). ## Viewing and editing a task Selecting a task card opens **Task Details**, a read-only view of the task — linked record, name, author (who created it), description, date, time, and assignees — with these buttons: | Button | Shown when | What it does | | --------------------------------------- | ---------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Mark Complete** / **Mark Incomplete** | Always (label follows the task's status) | Toggles the task between Complete and Not Complete and closes the dialog. | | **Edit** | Your role can update tasks | Switches the dialog into edit mode — the same fields as creation. **Save** applies your changes (enabled once name, date, and time are set and something changed); **Cancel** discards them. | | **Delete Task** | Your role can delete tasks | Asks for confirmation, then permanently deletes the task. | | **Close** | Always | Closes the dialog without changes. | ### Completing tasks There are two ways to complete a task, and both are reversible: * Tick the task card's **checkbox** on the task list or calendar. * Open the task and select **Mark Complete**. A completed task drops off the Dashboard calendar (which shows incomplete tasks only) and moves under the task list's Complete grouping once its date has passed. Use **Mark Incomplete** (or untick the checkbox) to reopen it. ## Task notifications While you're on the Dashboard, the app surfaces pop-up notices for tasks that need your attention: * **"New task assigned: …"** — a task was assigned to you. * **"Task due today: …"** — a task assigned to you is due today. Each notice appears once per task; dismissing it (or simply seeing it) marks it as seen, so it won't repeat.