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Navigate the Tasks Page

Understand how the Tasks page is organized, what each tab shows, what each column means, and what the top-right action buttons do.

To open the Tasks page, navigate to Tasks in Enginy. The page is organized into four tabs (Due, Ignored, Upcoming, and Completed) with a toolbar for filtering above the task list.

Two action buttons appear in the top-right corner: Start Queue and Create Task.

Due Tab

The Due tab shows all tasks that are overdue or due today. Use this tab as your daily working queue to see what actions you need to take next.

Ignored Tab

The Ignored tab shows tasks you have dismissed using the Ignore button in the task panel. Use this tab to review tasks you have previously set aside.

Upcoming Tab

The Upcoming tab shows tasks scheduled for a future date that are not yet due. Use this tab to plan ahead and review what is coming up.

Completed Tab

The Completed tab shows all tasks that have been finished. It includes an additional Completed column that shows when each task was marked as done.


Task List Columns Reference

Column

Description

Task

The task label, showing the task type icon and title, with the source campaign name below it.

Company

The company associated with the contact, shown with a logo and company name.

Phone number

The contact's phone number. Displays "Not found" with a retry enrichment option if unavailable.

Assigned to

The team member assigned to the task, shown with a colored avatar and name.

Due Date

The date the task is due. Displayed in red when overdue. Visible in the Due, Ignored, and Upcoming tabs.

Completed

When the task was completed, in relative time format. Only visible in the Completed tab.

Top-Right Action Buttons

Button

Description

Start Queue

Launches a guided session that opens Due tasks one by one in the Tasks Queue panel, so you can work through them in sequence without returning to the list.

Create Task

Opens the Create Task modal to manually create a new task.

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