Tasks Overview

Tasks are HoLaCe’s built-in to-do system. Every task has a title, an assignee, an optional due date, an optional journey link, and a status. They’re how individual work items get tracked when a Stage transition isn’t the right unit (“call the adjuster,” “request records from Dr. Smith,” “follow up on filing fee invoice”). [Screenshot: Tasks page with a list of open tasks, due dates, and assignee avatars]

​

Where tasks live

Two views:

1. Sidebar → Tasks — every task assigned to you across every journey, filtered by default to “open and due soon.” This is your daily plate.
2. Journey → Tasks tab — every task attached to a specific journey. Useful when you’re in deep on one case.

Both views read from the same task records — there’s no parallel system.

​

Attached vs. floating tasks

When you create a task from inside a journey, it’s automatically attached. When you create one from the Sidebar Tasks page, you can choose to attach or leave it floating.

​

Creating a task

1. Click + New Task.
2. Title (required). Be action-oriented — “Call adjuster re: medical records” beats “Adjuster.”
3. Assignee (defaults to yourself; change to anyone on the firm).
4. Due date (optional — but you’ll want one for accountability).
5. Description (optional — paste relevant context, links).
6. Journey link (optional — start typing a client name to attach to a journey).
7. Priority — Low, Medium, High, Urgent.
8. Roadblock flag — see Roadblocks.
9. Save.

​

Status flow

Move statuses by clicking the status chip on the task row, or by checking off the task to mark it complete.

​

Filtering and sorting

The default Tasks page filter is assigned to me, not yet completed, sorted by due date ascending. Use the filter bar to change scope:

• Assignee — anyone on the firm
• Status — open / in progress / blocked / completed / all
• Journey — scope to a specific case
• Priority — only Urgent, only High, etc.
• Due window — overdue, today, this week, this month, no due date

Filters compose. You can pin filter combos to your sidebar as saved views.

​

Reassignment

Click the assignee avatar on any task row and pick a new person. They get a ASSIGNMENT_NEW notification (and an email if their notification preferences allow it). The previous assignee gets ASSIGNMENT_DECLINED for transparency.

​

Bulk actions

Multi-select tasks (shift-click) to mark complete, change priority, reassign, or delete in bulk. Useful when triaging the start-of-day list.

​

Tasks vs. Stage Steps

Don’t confuse tasks with Stage Steps. Steps are the structured checklist that drive Stage progression on a journey (Avenue System). Tasks are flexible to-dos that don’t gate progression. If something is a required part of moving to the next stage, make it a Step. If it’s an action item with a deadline, make it a Task.