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

# Task Management

> Organize your workflow with a collaborative, multi-view task manager.

The **Task Management** system is a powerful coordination tool that ensures inquiry follow-up is never missed. It provides a shared workspace with flexible visualization.

## Strategic Task Management

### Inline Task Creation

Generate new operational tasks directly within the high-density list view or Kanban board to maintain workflow momentum:

* **Comprehensive Data Entry**: Define task **Subjects** and detailed **Descriptions** to provide full context to assignees.
* **Precision Categorization**: Assign specific task **Types** (e.g., Internal, Customer, Supplier, Email, Service-Request, Follow-up, Call, Meeting).
* **Entitiy Linking**: Associate tasks with specific **Business Partners** or **Customers** directly during creation.
* **Deadline Orchestration**: Utilize the integrated calendar component to set precise operational deadlines.

<Frame caption="The AI Loop inline task creation interface with granular categorization and entity linking.">
  <img src="https://mintcdn.com/wavecentric/YSPi_dHzsGOmYZpE/images/add-new-task.png?fit=max&auto=format&n=YSPi_dHzsGOmYZpE&q=85&s=e3ac415e624fc3461009d43497d8170d" alt="Add New Task Interface" width="1024" height="328" data-path="images/add-new-task.png" />
</Frame>

## Three Dimensions of Productivity

### 1. High-Density List View

For rapid data entry and bulk management:

* **Inline Editing**: Update assignees, task types, linked customers, and statuses directly from the table.
* **Granular Sorting**: Organize your organization's workload by subject, deadline, or priority.
* **Status Orchestration**: Manage tasks through defined lifecycles including **TODO**, **IN PROGRESS**, **ON HOLD**, and **DONE**.

### 2. The Kanban Board

The Kanban view transforms your task list into a visual pipeline, perfect for managing high-volume operations:

* **Drag-and-Drop Workflow**: Instantly update task status by dragging cards between columns.
* **Visual Oversight**: Monitor the distribution of tasks across **TODO**, **DONE**, **ON HOLD**, and **IN PROGRESS** stages.
* **Column-Specific Actions**: Use the **(+)** button in any column to quickly add a task to that specific workflow stage.

<Frame caption="The AI Loop Task Kanban board showing high-density task cards and workflow stages.">
  <img src="https://mintcdn.com/wavecentric/YSPi_dHzsGOmYZpE/images/kanban-board.png?fit=max&auto=format&n=YSPi_dHzsGOmYZpE&q=85&s=b4f119ac1aa56bb268d31b6eaa18707d" alt="Task Kanban Board" width="1024" height="446" data-path="images/kanban-board.png" />
</Frame>

### 3. Visual Calendar

Map out your month with the integrated **Task Calendar**:

* **Deadline Visualization**: View your personal workload mapped across the days of the week.
* **Urgency Tracking**: Relative time indicators provide instant context on upcoming commitments.

## Core Features

### Advanced Task UX

* **Micro-Pagination**: Manage hundreds of tasks across columns and views without performance degradation.
* **Instant Search**: Locate specific tasks by subject or linked entity using the global task search engine.

<Frame caption="The AI Loop Task Management interface featuring the high-density list view and status orchestration.">
  <img src="https://mintcdn.com/wavecentric/YSPi_dHzsGOmYZpE/images/tasks.png?fit=max&auto=format&n=YSPi_dHzsGOmYZpE&q=85&s=584ce88c0bce23beb87bec6d3b61db85" alt="Task Management Interface" width="1024" height="516" data-path="images/tasks.png" />
</Frame>
