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Tasks is the workspace queue for seller work that should not be buried inside a deal page. It combines your manual tasks with pending work Zu already knows about, such as reviewable buyer-package assets, email drafts, and meeting invites.

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What appears in Tasks

Tasks has two sources:
  • Manual tasks you create for yourself.
  • From Zu items generated from deal next actions and pending approvals.
Manual tasks are personal. They are scoped to the creator and behave like notes-to-self, not workspace-wide assignments. Zu items come from active deal recommendations and approvals, so they stay connected to the deal that created them.

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Board and list views

Use the view switch to work in:
  • Board: drag manual tasks between columns.
  • List: scan more rows at once.
Open tasks are grouped into Todo and In progress by default. Turn on Show done to include Done and Canceled. Each manual task also has a status selector, so keyboard users can move work without drag and drop.

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Filters

Tasks can be filtered by:
  • Source: All, My tasks, or From Zu
  • Due: Any time, overdue, today, or this week
  • Search: task title, task body, or deal name
Use Export when you need a CSV of the current task set.

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Manual task details

Manual tasks can carry more than a title:
  • Deal association
  • Description
  • Due date
  • Checklist items
  • Comments
  • Files
Updating a manual task does not trigger the deal agent by itself. Use deal notes, events, or a direct regenerate when the change should affect deal reasoning.

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Zu task cards

Zu task cards open the surface that can complete the work:
  • TLDR review opens the video editor or package review.
  • Business-case review opens the business-case review page.
  • Email review opens the editable email draft.
  • Meeting next actions open the calendar invite dialog.
  • Link actions open the target URL or deal page.
Approval tasks stay tied to the underlying asset. Completing the task should mean approving, sending, scheduling, or otherwise finishing the actual work, not only hiding a reminder.

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Relationship to deal next actions

Tasks does not replace deal pages. Deal pages remain the source of truth for deal signal, buyer package state, and path to close. Use Tasks when you want one cross-deal view of work waiting on you. Use the deal page when you need the evidence, contacts, emails, and assets behind a recommendation.