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Tasks

CSM · Admin · OM3 min read

Last verified 2026-09-17

Manage your centralized cross-plan task queue, filter by status and customer account, triage overdue work items, and execute quick status updates.

Before you start

  • ValueRamp account access (CSM, Admin, or OM role)

The Tasks hub (/tasks) centralizes every work item assigned to you across all customer accounts, implementation roadmaps, and reactivation plans into a single actionable queue.

The operational task metrics strip

At the top of the Tasks workspace, four operational counters give immediate visibility into daily workload:

  • Overdue: Highlights tasks whose target deadlines have elapsed without completion.
  • Due today: Surfaces items requiring completion during the current business day.
  • In Progress: Tracks work items actively being executed.
  • Done: Counts tasks verified and closed out across active plans.

Scoping and triaging tasks

To manage high task volumes across multiple client accounts, two complementary filter rows allow instant drill-down:

  • Status filters: Select Pending, In Progress, Done, or Blocked to filter the work queue by lifecycle phase.
  • Account filters: Toggle individual client accounts (e.g., Acme, Helix Robotics, Northwind Logistics) to isolate work for a single customer during preparation for a client meeting.

The Overdue queue & task cards

Tasks needing urgent attention are grouped into the elevated Overdue queue:

  • Metadata tags: Each card identifies the associated customer account, plan name, plan type (ONBOARDING, REACTIVATION, PROJECT), and implementation phase.
  • Priority badges: Color-coded priority indicators (High, Medium, Low) identify high-impact deliverables.
  • Inline status actions: Click Pending, In Progress, Done, or Blocked directly on any card to update its status instantly without leaving the queue.
  • Plan navigation: Click View in plan → to jump straight into the full multi-phase plan context on /plans/[id].
Metric tiles showing Overdue, Due today, In Progress, and Done task counts

1 / 5Review cross-plan task metrics and queue summary

Steps

  1. Review cross-plan task metrics and queue summary

    Metric tiles showing Overdue, Due today, In Progress, and Done task counts

  2. Filter tasks by execution status

    Status filter pills showing All statuses, Pending, In Progress, Done, and Blocked

  3. Scope the task list by specific customer accounts

    Account filter pills displaying individual customer company names

  4. Inspect elevated overdue items and urgency indicators

    The elevated Overdue section header and top delinquent task card

  5. Execute in-line status updates and navigate to the plan

    The task card action buttons for quick status updates and View in plan link

Common questions

What tasks appear in my Tasks queue?

The Tasks page shows every task assigned to you across all active, draft, or onboarding plans in your assigned accounts, as well as unassigned tasks within accounts you own.

How are overdue tasks determined?

Any task with an incomplete status whose due date is prior to today is flagged as Overdue and automatically sorted to the top escalation section of the feed.

Can I update a task's status without opening the full plan?

Yes. Every task card includes one-click status buttons (Pending, In Progress, Done, Blocked) that immediately update the database and recalculate plan completion metrics.

What is the difference between Tasks and Action Items?

Tasks represent formal plan deliverables with milestones and deadlines defined in an account plan. Action Items represent informal operational follow-ups captured during customer calls or triage meetings.

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