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

# Tasks: To-Dos, Agent Runs, and Close Work in One Board

> Tasks is DualEntry's board for to-dos you create and work DualEntry surfaces automatically: bank matches, anomalies, close checklist status, and agent runs.

Tasks is a single board for everything your team needs to act on: to-dos you create yourself, and work DualEntry surfaces automatically from other parts of the product. Open it from the sidebar, or at [app.dualentry.com/home/tasks](https://app.dualentry.com/home/tasks).

## Board layout and task kinds

Tasks offers two views over the same filtered set of tasks: Board, a kanban layout, and List, a flat table. Board is the default.

The board has six lanes, matching a task's status: **To Do**, **In Progress**, **For Review**, and **Done** are visible by default. **Expired** and **Dismissed** are collapsed under a "hidden columns" section you expand when you need them.

Every card on the board is one of two kinds, and the difference determines what you can do with it.

**Custom tasks** are the to-dos your team creates directly, through the **New Task** button. You can drag a custom task freely between any lane, and optionally assign a preparer and a reviewer to it. Accounting Intelligence can't create a custom task for you; the New Task button is the only way to add one.

**System tasks** are created automatically: Bank Match, Bank Connection, Anomaly Detector, Close Checklist, and Agent Run. DualEntry moves a system task to Done (or Expired) on its own once the condition behind it is resolved elsewhere in the product. You can drag a system task to **Dismissed**, and nowhere else. Dragging it to any other lane is blocked, with a notification explaining where to go instead to resolve it.

For the exact fields on a custom task, the five system task types and what clears each, and who can create, edit, and complete a task, see [Task Fields, Types, and Permissions](./task-fields-and-permissions).

## Filtering and finding tasks

The filter bar narrows the board by task type, company, a created-date range, and free-text search across title and description. Two toggles are specific to you: **Assigned to me** (you're the preparer or reviewer) and **Awaiting my review** (you're the reviewer and the task is in For Review). A separate control limits how far back completed tasks show, so old Done and Dismissed cards don't pile up. Sort by last updated (the default), created date, or title.

## Agents tab

If you have Accounting Intelligence access, a second tab labeled **Agents** sits next to the board. It's the same scheduled agents you'd manage from Accounting Intelligence, presented here as a card grid so you can create, run, pause, and review them without leaving Tasks. See [How to Schedule an Agent from Tasks](./schedule-an-agent-from-tasks).

## Related reading

* [Task Fields, Types, and Permissions](./task-fields-and-permissions)
* [How to Schedule an Agent from Tasks](./schedule-an-agent-from-tasks)
* [How to Manage Close Workflows with Tasks](./manage-close-workflows-with-tasks)
* [Scheduled Agents Reference](../accounting-intelligence/scheduled-agents)
* [Close Management](../../core-financials/close-management/index)
* [Anomaly Detection](../anomaly-detection/index)