> ## Documentation Index
> Fetch the complete documentation index at: https://docs.firsttouch.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks

> Review and complete approval, call, and manual tasks created by your flows.

The **Tasks** page is your team's work queue for flow steps that need human action.

Tasks are created automatically when a prospect reaches a step that cannot proceed on its own, such as an approval step, a call step, or a manual task. From this page, you can review the task, complete it, skip it, or cancel the flow for that prospect.

## Task Types

Your queue can contain three primary task types:

<CardGroup cols={1}>
  <Card color="#3c5d29" icon="check-double" title="Approval Tasks">
    Generated when a flow reaches an approval-required step.

    * **Common use cases:** Email approvals and LinkedIn/social approvals.
    * **Context:** Shows the generated content, related prospect and company context, and the steps tied to the approval.
    * **Action:** Review the content, edit it if needed, then click **Approve & Run**.
  </Card>

  <Card color="#3c5d29" icon="phone" title="Call Tasks">
    Generated from a **Call** step in a flow.

    * **Context:** Shows the generated call script and the prospect phone section in the task details.
    * **Action:** Complete the call, then click **Log Call** to mark the task complete.
  </Card>

  <Card color="#3c5d29" icon="hand" title="Manual Tasks">
    Generated from a **Manual Task** step.

    * **Context:** Shows the task name and description configured in the flow.
    * **Action:** Complete the offline work, then click **Mark as done**.
  </Card>
</CardGroup>

Some flows can also create multi-section approval tasks, where several related sections are reviewed before the flow continues.

## Task List

The task list helps your team prioritize work quickly.

Each task card can include:

* Prospect name and role
* Company name and company link when available
* Lead score
* Source badge, such as an audience or signal source
* Assigned team member indicators
* Current task status and refresh state when applicable

## Filters

Use filters to narrow the queue to the work you need to complete.

Quick filters on the page include:

* Search
* **Status**
* **Type**

The filters drawer includes additional filters such as:

* **Due Date**
* **Status**
* **Task Type**
* **Audience**
* **Team Members**
* **Signal**
* **Score**

<Tip>
  Clearing filters keeps the current-user assignment behavior in place, so the queue can continue defaulting to your own tasks.
</Tip>

## Task Details

Select a task to open the **Task details** view.

On desktop, task details open beside the task list. On mobile, they open in a drawer.

The details view includes:

* A header with prospect identity details, lead score, and quick links where available
* **Unlock email** and **Unlock phone number** actions when contact data has not yet been revealed
* Tabs for **Current Task**, **Contact**, and **Company**
* An **Open activity** shortcut so you can jump to the related activity record

## Working a Task

Completing tasks effectively keeps flows moving.

<Steps>
  <Step title="Select a task">
    Click a task in the queue to open its details and review the related context.
  </Step>

  <Step title="Review the task content">
    * **Approval tasks:** Review the generated message or approval steps, and edit content where allowed.
    * **Call tasks:** Review the call script and supporting prospect/company context.
    * **Manual tasks:** Review the task name and description provided by your team.
  </Step>

  <Step title="Complete, skip, or cancel">
    Use the action buttons shown for that task type:

    * **Approve & Run:** Completes an approval task and runs the approved step
    * **Schedule:** Schedules an approved action for a selected time when the option is shown
    * **Log Call:** Completes a call task
    * **Mark as done:** Completes a manual task
    * **Skip this step:** Skips a call or manual task step
    * **Cancel Flow:** Stops the flow for that prospect
  </Step>
</Steps>

## Bulk Actions

You can select multiple to-do tasks and apply bulk actions from the bottom action bar.

Available bulk actions are:

* **Approve / Log**
* **Refresh messaging**
* **Cancel**

<Tip>
  **Refresh messaging** is limited to up to 50 selected tasks at a time.
</Tip>

## Manual Task Behavior

Manual tasks can be configured differently in the flow builder.

If **Wait for completion** is enabled on the manual task step, the flow pauses until the task is either completed or canceled. If it is not enabled, the manual task can still be created for the assignee, but the flow does not have to wait for it before moving forward.