> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/general-navigation/tasks.md).

# Tasks

Tasks track follow-ups and actions in rubica.

Tasks can be:

* **Standalone**, created ad-hoc.
* **Generated by a Job (workflow)** when you launch a process.

### Where to find tasks

* **Home**: see tasks assigned to you.\
  You may also see tasks assigned to your team (based on access).
* **Tasks tab**: work from list views.\
  Create your own views to match your day-to-day workflow.
* **Household/Account record → Activity Timeline**: view tasks related to that record.\
  Use this when you want record-specific context.

### Collaborate with your team (Chatter)

Use **Chatter** on the task when you need help or a quick hand-off.

* Use **@mentions** to pull someone in.\
  They’ll receive an **email** and a **Salesforce notification**.
* Keep updates in the thread.\
  It keeps context with the task and avoids side chats.

### Task File Notes (rolling notes)

Some tasks need notes that evolve over time.

Use **Task File Notes** for:

* Ongoing notes and progress updates.
* Internal commentary that shouldn’t live in the task subject.
* A cleaner history than rewriting the same task description.

Task File Notes also show in **File Notes**, alongside other record notes.\
See [File Notes & Alerts](/households/file-notes-and-alerts.md) for more on pinning and managing notes.

### Tasks vs Jobs (workflows)

A [**Job**](/workflow/using-ai-to-build-and-refine-templates.md) is the workflow container. It can create one or more tasks.\
Those tasks still show up in the same places listed above.

{% hint style="info" %}
Need to create a task quickly without leaving your current screen? Use [**Quick Actions**](/general-navigation/quick-actions.md) **→ Task**.
{% endhint %}