Task Management

Create and track tasks across accounts, deals, contracts, and QBRs — all in one place.

Overview

Tasks in Breadbox are action items that can be linked to any object — an account, deal, contract, or QBR. Every task has a status, priority, optional due date, and optional assignee. Overdue tasks are highlighted in red and surfaced in the My Tasks view.

My Tasks page

Navigate to My Tasks from the sidebar to see all tasks assigned to you, grouped by urgency:

• Overdue — past due date, not yet completed
• Due Today — due today
• Due This Week — due within 7 days
• Later — due beyond 7 days
• No Due Date — open tasks with no deadline

The sidebar badge next to My Tasks shows your current count of open (non-completed, non-cancelled) tasks.

Task panels on detail pages

Every major record has a task panel embedded directly in its detail view:

• Account detail — Overview tab includes an Account Tasks panel
• Deal detail — Deal Tasks panel appears below custom fields
• Contract detail — Contract Tasks panel appears in the activity section
• QBR detail — Action Items & Tasks panel replaces the legacy JSON action items section

Tasks created from a task panel are automatically linked to that record. They also appear on the My Tasks page when assigned to a team member.

Creating a task

1. Click + Add Task in any task panel, or click + Add Task on the My Tasks page.
2. Enter a title (required), optional description, priority, and due date.
3. Assign it to a team member (optional).
4. Click Add Task to save.

Completing a task

Click the circle icon to the left of any task to mark it complete. Completed tasks collapse under a "Show N completed" toggle at the bottom of each panel.

Priority levels

• Low — routine, no urgency
• Medium — standard priority (default)
• High — needs attention soon
• Urgent — drop everything

QBR action items

When you create a QBR and include action items, those action items are automatically converted into Task records linked to the QBR. This means action items appear in:

• The QBR detail page under "Action Items & Tasks"
• The account's unified activity timeline (as task events)
• The My Tasks page for the assigned team member

Overdue reminders

A daily background job checks for overdue tasks. If you have open tasks past their due date, you'll receive an in-app notification linking you to the My Tasks page. One notification per day is sent regardless of how many tasks are overdue.

Activity timeline integration

Tasks linked to an account appear in that account's unified activity timeline under the "All" filter. You can filter to show only task events using the filter bar on the timeline tab.