Tasks

​

Overview

The Tasks page is the single place to see everything you need to do. Most tasks are created automatically from the documents Adminest analyses for you — renewals, bills, follow-ups — but you can add your own too.

​

Agenda vs. Calendar

Use the toggle in the top right to switch between two views — they show the same tasks, organised differently.

​

Agenda view

Agenda is the default. It groups your tasks into time buckets that match how you actually think about deadlines:

• Overdue — anything past its due date, with how late it is
• Today — due today, sorted by time of day
• This week — the next seven days
• Later — everything further out

Within each section, tasks are sorted by due date. Use the filter chips above the list to limit to a single category, a single source (e.g. “From documents”), or just overdue items.

​

Calendar view

When you want to see the shape of a month, switch to Calendar. Tasks appear as coloured chips on the day they’re due, coloured by the category emoji and colour you’ve chosen in Settings. Click a day to focus on it, or click any chip to open the task in the detail panel.

​

Ticking off completed tasks

In Agenda view, every task has a circular checkbox on the left.

• One click ticks it off. The task fades and moves to the “Done” section.
• A toast appears at the bottom of the screen with an Undo button — handy if you tick the wrong one.

The Undo toast stays visible for about five seconds. After that the task is officially done — though you can always bring it back from the “Done” list below.

​

Showing completed tasks

By default, finished tasks disappear from the main list to keep it focused. Tick the Show done checkbox in the top right of the toolbar to bring them back. They appear with a strikethrough and a green “Done” tag, and you can untick them to re-open if anything was completed by mistake.

​

The task detail panel

Click any task to open the detail panel on the right. You can edit everything in place — no separate modal, no losing your spot. What you can edit: Changes save automatically. Close the panel with Esc or by clicking the ×.

​

Recurring tasks

Some things happen on a rhythm — WoF every six months, school fees every term, insurance renewals every year. Adminest detects these automatically when they’re obvious, and you can set them up manually for anything else. Recurring tasks show a small rotate icon in the agenda. The next occurrence is created the moment you complete the current one — so you can never lose track of a cycle by ticking too early.

​

Creating tasks manually

​

Accepting AI-suggested tasks

When Adminest analyses a document, it suggests tasks rather than creating them silently. You’ll find them in three places:

1. The detail panel of the document itself, in a purple “Suggested tasks” card
2. The email message card for forwarded emails
3. A notification when something high-priority shows up (like a power-cut warning or an overdue bill)

Click Accept to add the suggested task to your list. You can edit anything about it first — the AI just makes a sensible first pass.

​

Filtering and finding tasks

Above the agenda you’ll find filter chips and a category list (in the sidebar).

• All / Overdue / Today / This week — quick time filters
• From documents — only tasks that came from a specific document
• Category list in the sidebar — click any category to limit the page to just that group

Use the search bar to find a specific task by title or description.

​

Calendar sync

If you’ve connected Google or Microsoft Calendar, your tasks appear there as events too. The event includes the task title, a link back to Adminest, and the category colour as the event colour. Disconnect or change settings anytime in Settings > Calendar.

​

Weekly digest email

Every Monday at 10am, you’ll get a digest email summarising:

• Anything overdue
• What’s due this week
• A short note on what got done last week

You can change the day or turn the digest off entirely in Settings > Notifications.

​

Best practices

​

Related features