Agent task
A unit of work a teammate (Alison, Emma, Mark, Grace) has taken on: proposed, auto-approved, pending your review, done, or rejected.
In Solo Superstars
Tasks show in the inbox and on the agent pages with their status and what they will change. Approved tasks execute through the same gates as a human action would.
Example
"Reconcile July checking" — status pending review, 41 lines pre-matched, difference 0.00.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- task
- agent work item
Related
- Approval — A change Alison has prepared but will not apply until you say yes. Approving posts it; rejecting discards it and she remembers why.
- Alison — The accounting teammate. Categorizes bank transactions, drafts journal entries, watches for anomalies, and asks for approval before anything that moves money.
- Draft link — A link Alison gives you to a pre-filled form (a bill, expense, journal entry) instead of posting it herself, when the action needs your hands on it.