Tasks area — overview
Who this is for: Anyone who needs to understand what the Tasks area is before doing any specific task in it
Time to read: 4 minutes
The Tasks area is CLX’s central to-do queue. Every task — workflow approval, contract follow-up, document review reminder, manually-created action item — appears here. Tasks are associated to a parent record (a contract, document, person, organization, or request), but the Tasks area gives you a single cross-cutting view of every Tasks assigned to or owned by you.
This area is drawer-driven: every task opens in the same drawer, regardless of where you launched it from (Tasks list, home dashboard’s Your Tasks panel, a parent record’s View Tasks slideout, or a workflow notification). There is no separate task “detail page” — the drawer is the detail.
Where to find it
Sidebar: Tasks
URL: /tasks
Permission: Read Tasks required to see the area; Add / Edit / Complete / Archive gate actions
The two surfaces you’ll spend time on
The Tasks area has exactly two main surfaces: the list page (/tasks) and the task drawer (slides in from the right when you click a task).
The Tasks list page
URL: /tasks. Where you land when you click Tasks in the sidebar.
Top to bottom:
Page header — title Tasks plus + New Task button (if you have Add Tasks) and a Switch View toggle (Grid vs List)
Search box — full-text search across the displayed columns
Default filter — typically Open Tasks Assigned to Me; configurable per user via the filter dropdown
Kendo grid — default columns: Task #, Type, Subject / Notes, Parent Record Type, Parent Record Name, Status, Due Date, Assigned To, Assigned By. Sort, filter, and resize as on every other CLX grid
Pagination footer — 100 rows per page by default
How to do things from the list:
Grid view vs. List view
The Switch View toggle in the page header flips between two presentations of the same data:
Grid view — the default Kendo grid with sortable, filterable columns. Best for portfolio-style review and bulk actions.
List view — a card-style stack with one task per card showing key fields without horizontal scroll. Best for daily-stand-up-style triage.
Both views are working off the same data and the same filters; switching is purely visual. NOTE “List View” does not allow additional columns to be added.
The Task drawer
URL: /tasks/<id> (or any path with ?taskDrawer=<id>). Slides in from the right when you click a row.
This is the only task surface — there’s no separate task detail page.
Top to bottom in the drawer:
Header
Task #N in the top-left (click-to-copy)
Status badges under the title (Archive, Completion Notes Required, Approval Group ID)
Close X in the top-right
Form fields
Task Type — Standard, Approval, Decision, etc. (driven by tenant config)
Parent Record Type — Contract / Document / Person / Org / Request
Record Type — the specific parent record (links back to it)
Assigned To — user, role, associated contact, contact, or department.
Assigned By — user, role, associated contact, contact, or department.
Organization Ownership — which org “owns” this task (for cross-tenant visibility)
Due Date
Status — Open, In Progress, Completed, Cancelled
Approval Status — Pending, Approved, Rejected (only for approval tasks)
Decision Choice — picked from a tenant-defined choice set (only for decision tasks)
Notes — free-text body
Tasks Controls
The drawer has fixed action buttons
Button | Permission | Behavior |
Save | Edit Tasks | Save edits without closing |
Complete | Complete Tasks | Mark the task complete (and post completion notes if required) |
Archive | Archive Tasks | Soft-delete the task |
Cancel | always | Close the drawer without saving |
There’s no vertical-ellipsis menu on tasks — every action is exposed as a button. This is a deliberate departure from the per-record Options menu pattern used elsewhere in CLX.
Read-only vs. editable
The drawer renders read-only when you don’t have Edit Tasks. Fields are greyed; Save is disabled; Complete and Archive respect their own separate permissions — you may have one and not the other.
Approval and Decision tasks
Approval and Decision tasks are special-flavor tasks created by workflow templates. The Task Type is locked once created (the dropdown is disabled in edit mode). They’re typically created by workflow runs, not manually.
Approval task — the Complete button surfaces Approve / Reject options before completion
Decision task — Complete requires picking from the Decision Choice set
Both flavors close the workflow step they belong to, advancing the parent workflow.
How everything else layers on
The drawer is the only overlay — there are no nested drawers within a task. Click Save / Complete / Archive to leave the drawer; click Cancel to abandon edits.
The parent record link in the Record Type field opens a new browser tab to the parent.
Tasks Permissions on this area
Enabling Tasks will grant access to the following capabilities:
Read Tasks – allows users to view the Tasks area
Add Tasks – enables creating new tasks and adding tasks from parent records
Edit Tasks – allows updating task fields; without this, tasks are read-only
Complete Tasks – enables the ability to mark tasks as complete
Archive Tasks – enables the ability to archive tasks
Additionally, enabling “Archive Tasks from Subgrids” allows users to archive tasks directly from subgrid / associated records.
Why no Documents sub-folder
Tasks aren’t parents of documents in CLX’s data model. A task can reference a document via the Record Type field, but the document itself lives on the parent contract / org / person — not on the task. To work with the document, click the task’s parent reference and open the document from there.
Why no per-task Options menu
The task drawer’s actions are a small, fixed set (Save / Complete / Archive / Cancel). Hiding them behind a vertical-ellipsis menu would add a click for no benefit. CLX exposes them as inline buttons.
How to navigate the rest of this area
01–06 (this folder) — the core how-tos
If you’re new, start with Tour the tasks list, then Open a task.
Related references
Cross-cutting tips and patterns
Contracts ▸ Documents ▸ View Tasks — how task-creation works on a parent record
Home & Dashboard ▸ Your Tasks panel — the same task drawer surfaces on the home page