What Tasks is for, and who it is for

Running a business with AI creates a new problem: the work gets decided in a chat, and the chat scrolls away. “Call the supplier back on Thursday”, “check why that customer was charged twice”, “approve the new price list”. Tasks is the board where all of it ends up, so it is still there tomorrow, and so you stay in charge of what your agents do.

It is built for an owner who already lets Claude, ChatGPT and the AssistantLabs apps do real work. You rarely type a task in yourself: you say it in the chat, or one of your apps raises it, and it lands on the board with who asked for it and whether it needs you. The app is where you look, decide, approve, steer and close.

One board for the work around the business. Follow-ups, fixes, decisions, promises to keep, things to chase, from every app and every chat.
Everything that needs your decision, in one place. Approve or decline in one tap. Your approvals from every AssistantLabs app run through it, which is why Tasks is always included when you connect.
Work you can steer while it runs. Amend, ask, answer or stop a job your agent is already doing, without waiting for it to finish.
A record you can trust. Every change and every note is kept, with who made it: you, a teammate, Claude or your agent.

Nothing on the board reaches a customer by itself. A task is a note to you, your team and your agents, never a message. That is why connecting Claude to the board is safe to say yes to.

Language Claude writes the tasks, the notes and the names of your tabs in whatever language you use with it, Hebrew included.

The board, and one task

The board lists every unfinished task, the most urgent on top. Each row says the same few things, so you can scan it in seconds.

Status. Not started, Running, Waiting on you, Waiting on someone else, or Done.
Priority and timing. Urgent, Important or Routine, plus whether it is for now, soon or whenever. The board puts urgent work first, then what is due now, then what has sat untouched longest.
Who asked for it. You, a customer, something raised automatically, or your agent’s own idea. Every task has to say, so a board never fills up with work nobody actually asked for, and you can always tell your requests from your agent’s suggestions.
The area it belongs to. Customer support, Sales, Marketing, Billing, your agents, or the platform underneath, so the board reads in the order your business earns and spends.
The customer it is about, when there is one, so “what is open for this customer?” always has an answer.
Who owns it, a person on your team or an agent, and what it needs to start: anywhere (the cloud can run it), or your own browser or computer.
A day, if the task belongs to one. Claude can tell you what is overdue.

Across the top are tabs: saved views like “everything”, “waiting on you” or “running”, plus any you add, each with its own filter, grouping (by status, priority, urgency, category, owner or where the task came from) and order, and a view can show the customer as a column. There is a New task button for adding one by hand, a search box, a Done tab with everything finished, newest first, and a task marked Running that nobody has touched for 12 hours gets flagged, because work that was started and forgotten looks exactly like work in progress.

Opening a task

A task page opens with where it stands: one line that says it, then the status, priority, area, who asked, and the day it is set for. Below that is What happened: one timeline of every note and every decision, each marked with who made it. The moments that matter are labelled (“Picked it up”, “Handed it to you”, “Waiting on them”, “Finished it”); routine field changes are one click away. Nothing is ever erased from it. If the task came from a longer brief, The brief it came from keeps the whole text.

Write a note. What you decided, what you found out, what you want remembered. Claude and your agents read it the next time they touch the task.
Mark it done in one click, or change its status to anything else.
Set the day it should be worked on, and if you like, which of your agent’s three daily runs takes it. Clear it any time.
See what it depends on. A task lists the tasks blocking it and the ones it is blocking, by name, plus links to the conversation, ticket or page it is about.
See the rest of that customer. The side of the page lists everything else open for the same customer, one click from their full page.

Short links Every task has a short id, so a link to it fits in a WhatsApp message. Open it from your phone and you land on that task.

Steering work that is already running

This is the difference between a board and a to-do list. When an agent is already working on a task, you do not have to wait for it to come back. Every task page has a Steer it box, and a stop button that never leaves the screen.

Amend. Change what it is doing (“use the new price list”, “only the customers from this week”). The instruction reaches the work that is already running.
Ask. Ask it something and get the answer on the task.
Answer. When the agent needs a decision, it asks you on the task instead of stalling or guessing, and you reply in the same box.
Stop the agent. One click to arm, a second to confirm. The stop reaches the running job however far along it is, and the page shows it until it is picked up.

The box tells you how many of your instructions are still waiting to be picked up, and each one is used once, so an amendment is never applied twice.

Run this

A task can carry a complete, ready-to-run brief: everything an agent needs to do the work, with no other context. On the task page, Run this shows it with two buttons: Copy prompt, to paste into Claude yourself, and Run in the cloud, which hands it to an agent there and then. Once it starts, Watch the session opens the work as it happens.

Their thread

When a task is about a customer conversation, the task page has a Their thread tab with that conversation, read-only, right beside the work. You see exactly what the customer said before you decide anything.

Seeing what needs you

A long list does not tell you where to start. Tasks has a few screens that each answer one question, and the bottom bar on your phone carries five of them.

Catch up is where the app opens. It answers “what happened while I was away?”: how many things are waiting on you, how many customers are owed something, what was released, what is running and whether any of it has gone quiet. Below that, what happened day by day, who is owed what, and “If you do one thing”: the one task to open first.
Needs you lists every task and every approval waiting on you, grouped by why: promises your agent made to a customer, something broken for a paying customer, a call only you can make, and money and your own house. Each shows how long it has waited; sort by age or by customer. Its tab shows a number, so you can see from anywhere in the app whether anything is stopped on you.
Board is the full list, with your tabs and search, and Done is everything finished.
Customers groups everything by the customer it is about. Open one and you see how many rows are open, how old the oldest is, and three lists: what is on you, what is fixed and waiting on their word, and what reached them this week. It also shows their conversation and where their rows came from.

Fixed, but nobody told them? The customer page catches the gap no list can: work that is done and live while the customer still has not heard. It says so plainly, and one click asks your agent to draft the message that closes it. Nothing is sent without you.

An empty Needs you is the goal. When something needs a call only you can make, it lands there and nowhere else. Approve or decline, and the rest of the board can stay quiet.

Your agent’s day, and what shipped

When agents work for you every day, two questions come up: what did they do today, and what actually went out? Tasks answers both, and a small status line at the top of every screen says what your agent is running right now.

Today’s plan

Your agent works in three runs a day: morning, noon and evening. Today’s plan shows which task each run took, why, what it needs, and how it went: done, running, skipped (with the reason) or never started (with the reason too). Underneath, any urgent task that did not get a run is listed, so a plan never quietly leaves out the most important thing on the board. A strip of the last seven days shows every run at a glance, and you can step back and forward day by day. It is in the top menu on a computer, and one tap from Catch up on your phone.

To put a task into a particular run, set its day on the task page and choose the run. A named run is honoured first.

Shipped

The board says what was decided. Shipped says what actually reached your customers this week: every release, day by day, with the tasks it carried, by product. It also checks the two gaps that matter: work that went out but nobody closed, and work closed with nothing behind it. Step back week by week to see earlier ones.

Running the board from Claude

Most tasks reach the board from a conversation. Once Claude is connected to your workspace, you manage the board in plain language.

Ask about the work. “What is stuck?”, “what needs my approval?”, “anything open for the plumbing firm?”, “what is overdue?”.
Add and change tasks. “Open a task to call the supplier back, due Thursday”, “that one is done”, “make the refund urgent”, “I approved it, go ahead”.
Leave notes. “Add a note that they asked for the invoice by email.” Everything Claude writes is signed as Claude in the task’s history, so you can always tell its entries from yours.
Shape the board. “I want a tab for what needs my approval, with the customer’s name on each.” Claude adds the tab, named in your words, and knows every field, grouping and filter a tab can use.

The board comes with five tabs. They can be renamed, refiltered or hidden, but never deleted, so the board can never end up empty. The same tabs are editable by hand in Tasks under Workspace settings: what Claude sets up there, you can change, and the other way round.

Tasks that raise themselves

You do not have to remember to log things. Signals from across your business raise tasks on their own, marked as raised automatically: a customer still owed a reply, a promise your agent made in a conversation, a failed payment, a lead nobody called back. Before opening one, Tasks checks for an open task about the same thing, so you never get the same row twice, and closing the task closes that one finding and nothing else.

Connecting

Install the AssistantLabs plugin from Claude's plugin directory (Customize → Plugins → Discover, search AssistantLabs, Add), then type /al and sign in the first time. Reading and writing the board are both allowed by default, because nothing on it reaches a customer. A connection you made read-only never even sees the tools that change a task.

Writing your own scripts? Tasks also has an API. Create a key in the Agents app’s Developer Center and give it read or write access to tasks, or let your own tool sign in through AssistantLabs. Keys belong to one workspace and cannot reach any other.

Works with your other apps

Tasks shares your login, your workspace, your brand and the app switcher with every other AssistantLabs app, and it is where the decisions from all of them meet. Your apps put work and approvals on the board, your agents act on it, and Claude reaches all of it through one connection.

Agents. Your agent answers customers; Tasks holds what comes out of those conversations. A promise your agent makes (“we’ll get back to you tomorrow”) becomes a task tied to that customer and that conversation, and the task page shows the thread beside the work. When the fix is live, your agent drafts the message that tells the customer. API keys for Tasks are made in the Agents app’s Developer Center.
Booking. A booking that needs something from you, a special request, a cancellation to fill, a customer who did not turn up, becomes a task for that customer. Ask Claude to check tomorrow’s diary and put anything you need to prepare on the board.
Sales. Leads nobody got back to become call-back tasks, and a journey waiting for your go-ahead waits for you in Needs you. Your sales work and your follow-ups sit on one board, by customer.
Helpdesk. A ticket that needs days of work becomes a task linked to that ticket, and a Helpdesk workflow can put its step straight on the board. When a workflow needs your yes, a refund for example, the approval lands in Needs you and you decide it in one tap.
CRM. Every task names its customer the way the CRM does, so the Customers screen in Tasks and the customer’s record in the CRM tell the same story: what is open, what was done, what they are waiting for. Ask Claude to pull a customer’s record before you act on their task.
Marketing. In Marketing nothing goes out without your yes, and that yes lives here. Posts, campaigns and strategy changes waiting for your approval land in Needs you; ideas you want to come back to go on the board as tasks.

Claude only reaches the apps you ticked. When you sign in you choose, app by app, what Claude may see. The task board is always included, because your approvals run through it; tick the other apps too and Claude can read them and turn what it finds into tasks. You can change it later without connecting again.

How to get started

You can have a working board in a few minutes. Most of the setup is a conversation.

Open Tasks from the app switcher in any AssistantLabs app, or at tasks.assistantlabs.io. If your workspace does not have it yet, the same screen lets you request access.
Connect Claude. Install the AssistantLabs plugin from Claude's plugin directory (Customize → Plugins → Discover, search AssistantLabs, Add), then type /al and sign in. The steps are in Connect your agent to Claude. The board is always part of the connection.
Ask for the tabs you want, in your own words: “a tab for what is waiting on my approval, grouped by category”.
Put your first tasks on the board. Go through the things you are carrying in your head and tell Claude each one, with who asked for it. Ask it to mark anything that needs your decision as waiting on you.
Open Tasks once a day, read Catch up, then clear what is stopped on you in Needs you.

Ready to start? Follow Start with Tasks: every step two ways, with Claude or in the app.

Not sure what to put on it first? Start with promises: anything you or your agent told a customer you would do. Those cost the most when they are forgotten.

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