> For the complete documentation index, see [llms.txt](https://docs.agilecase.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.agilecase.com/user-documentation/tasks-and-activities/tasks.md).

# Tasks

This lesson will describe the functionality of the "Tasks" tab on the main toolbar and explain the importance of tasks in AgileCase.

### The "Tasks" tab

<figure><img src="/files/DSvRvciwKdPchLnEn9Z9" alt=""><figcaption></figcaption></figure>

The "Tasks" tab on the toolbar displays all of the tasks that you have pending on your system. You can view all tasks regardless of case from this page and can carry out related actions:

{% stepper %}
{% step %}

### Add a task

The "Add Task" button allows you to add a new task to your schedule. [This](/user-documentation/dashboard/creating-a-task.md) lesson details how to go about creating a task.
{% endstep %}

{% step %}

### Sort tasks

The sorting button allows you to sort the tasks on this page by several criteria: when the task is due, whether it is complete or incomplete, and who it is assigned to. This will allow you to quickly find particular types of task.
{% endstep %}

{% step %}

### Manage tasks

The "Labels" option allows you to edit tasks or mark them as complete using the green button. You can also edit and delete tasks using the dropdown menu.

In addition, this icon will turn red when a task is overdue, giving you a clear visual cue that a task needs urgent attention.
{% endstep %}
{% endstepper %}

### Why use tasks?

<figure><img src="/files/7q3Qr1TPbUhrpRlk98my" alt=""><figcaption></figcaption></figure>

Tasks allow you to keep a clear record of who is assigned to do what.

The need to sign them off as complete also allows you to track the overall progress of each case, as a glance at the "Tasks" tab will show you what is still to be done.

Tasks are also displayed on your calendar, allowing you to view the overall workload for your business at a glance.

These features make tasks an effective way to plan and track the progress of your work.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.agilecase.com/user-documentation/tasks-and-activities/tasks.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
