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

# Tasks & the end-user experience

> How end users see workflows — the Tasks page, completing tasks with one click or a form, and workflow badges in search results.

## The Tasks page

When a workflow parks at a node with task transitions, those tasks appear in the **Tasks** page in the main navigation — the inbox for everything the signed-in user is allowed to act on. Tasks gated to specific user groups are only visible to members of those groups.

The page follows the familiar three-panel search layout:

<Columns cols={2}>
  <Card title="Filters" icon="filter">
    Narrow the list by **workflow**, by **step** (node, grouped per workflow), and by **age** (**Today**, **Week**, **> 7 days**). Sort newest- or oldest-first.
  </Card>

  <Card title="Task list" icon="table-list">
    One row per item in a workflow, showing the workflow name, the document or object it concerns, the current step, and the available task buttons. The list loads more as you scroll.
  </Card>

  <Card title="Preview" icon="eye">
    Selecting a task previews its document (viewer, keywords, and notes) or its WorkView object (rendered through its template). Items anchored to both show a Document/WorkView tab strip.
  </Card>
</Columns>

Everywhere in the Tasks page, workflows and steps appear by their **display names** — internal identifiers never surface to end users.

## Completing a task

A task is a button configured by the workflow author — with a label, a color (primary, neutral, or critical), and optionally an icon.

* **One-click tasks** open a short confirmation dialog.
* **Form tasks** open a dialog with the fields the author defined — text, number, checkbox, or date — with required fields marked. Validation errors appear inline under the matching field.

Completing the task fires the workflow's transition: any transition actions run and the instance moves to the next step. The task then disappears from everyone's list.

If two people act on the same task at the same time, the first completion wins; the second user is told the task was already completed and the list refreshes.

## Workflow badges in search results

Documents and WorkView objects that are currently in a running workflow carry a small badge on their icon in search results (with a count when the item is in several workflows). Hovering shows, for each workflow, the **workflow name** and the **step** the item is currently on — so a caseworker can tell at a glance whether a document is already being handled, and where it is in the process.

## Where to read next

<Card title="Building workflows in the designer" icon="pen-ruler" href="/workflows/designer" horizontal>
  How the task buttons, forms, and visibility rules behind this page are configured.
</Card>

<Card title="Search" icon="magnifying-glass" href="/features/search" horizontal>
  The search experience the workflow badges live in.
</Card>
