Tasks¶
Tasks help you track action items related to your budget entries, contracts, and other CIO Assistant entities. Use them for renewal reminders, follow-ups, compliance checks, and any other work that needs to be tracked.
Getting started¶
Navigate to Budget Management → Tasks to see all tasks across your organization. Click New to create a standalone task.
Note: Most tasks are created from within other workspaces (OPEX items, Contracts, CAPEX items) where they're automatically linked to the parent entity.
Required fields: - Title: A short description of what needs to be done - Related Entry: Which entity this task is about (optional for standalone tasks)
Strongly recommended: - Description: Detailed description of the task - Status: Current state (Open, In Progress, Done, Cancelled) - Assignee: Who is responsible - Due Date: When it needs to be completed
Working with the list¶
The Tasks grid shows all tasks across your organization.
Default columns: - Task Title: The task name (click to open workspace) - Related Entry: The linked entity (OPEX item, Contract, etc.) - Status: Current state as a colored chip - Responsible: Assigned person - Creation Date: When the task was created - Due Date: When the task is due - Description: Task details
Status colors: - Open: Blue - In Progress: Yellow - Done: Green - Cancelled: Gray
Default filter: Completed tasks are hidden by default. Clear the Status filter to see all tasks.
Actions:
- New: Create a standalone task (requires tasks:manager)
- Delete Selected: Remove selected tasks (requires tasks:admin)
The Tasks workspace¶
Click any row to open the workspace. It has one tab:
Overview¶
What you can edit: - Title: Task name - Description: Detailed description - Status: Open, In Progress, Done, or Cancelled - Assignee: Who is responsible (links to Users) - Due Date: Deadline - Related Entry: The linked entity (read-only after creation)
Task statuses¶
| Status | Meaning | When to use |
|---|---|---|
| Open | Not yet started | Default for new tasks |
| In Progress | Work has begun | When someone starts working on it |
| Done | Completed successfully | When the work is finished |
| Cancelled | No longer needed | When the task becomes irrelevant |
Creating tasks from other workspaces¶
Tasks are most commonly created from within other workspaces:
From OPEX items¶
In the OPEX workspace, use the Tasks tab to create tasks like: - "Review vendor pricing for 2026" - "Negotiate volume discount"
From Contracts¶
In the Contract workspace, use the Tasks tab for: - "Review contract before renewal deadline" - "Request updated terms from vendor"
From CAPEX items¶
In the CAPEX workspace, tasks track project milestones: - "Complete requirements gathering" - "Obtain budget approval"
These tasks automatically link to the parent entity and appear in both the task list and the parent workspace.
Tips¶
- Use due dates: Set realistic due dates to track deadlines effectively.
- Assign owners: Every task should have an assignee for accountability.
- Filter by status: The default filter hides completed tasks—clear it to see historical tasks.
- Create from context: Creating tasks from within OPEX or Contract workspaces automatically links them.
- Use In Progress: Mark tasks as In Progress to signal that work has started.