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

# Create and complete tasks

> Give every follow-up a clear owner, due date and outcome.

**Open:** **Tasks** or a customer's task action.

## Create a task

1. Choose **New task** and find the customer.
2. Write the action clearly, such as “Confirm switchboard photo received.”
3. Set the owner, due date, priority and type offered by the form.
4. Add relevant context and tag colleagues where needed.
5. Save and confirm it appears in the appropriate task list.

## Use the right view

**My tasks** includes work you own or are tagged in. Authorised managers can use **Team tasks** and choose a person or the whole team.

Use date, title, status, priority and type filters. **All open** can include tasks with no due date. Completed and archived tasks are separate. Check pagination if you cannot find a task.

## Update work

Open the task to complete, reschedule or update it using the available actions. Record the outcome. If waiting on someone else, leave a useful explanation and a follow-up date. Tagging does not transfer ownership.

A task deadline is not a booked appointment. Use [Calendar](/delivery/calendar) to arrange an actual time with a customer or crew.

## Check reminders

Task links can open a completed task even when the current list hides completed work. An unavailable link can mean the task is removed or outside your access.

<Frame caption="ArcSolar demo showing My tasks, Team tasks, filters and New task. This example has no tasks in the selected view.">
  <img src="https://mintcdn.com/arc-solar/HdFcgzCFbhd-N5wW/images/tasks.png?fit=max&auto=format&n=HdFcgzCFbhd-N5wW&q=85&s=3ddc70c6a6fb009eb4aad036863813c3" alt="Tasks page with My tasks and Team tasks, status, priority and type filters, and New task." width="2880" height="2000" data-path="images/tasks.png" />
</Frame>

## ArgonixIntelligence in this workflow

Use suggested actions as a starting point, then verify owner and timing. The [Accountability Report](/reporting/accountability) distinguishes owned, tagged and AI-related open work.


## Related topics

- [Create your organisation](/setup/onboarding.md)
- [Manage the pipeline and deal stages](/customers/pipeline.md)
- [The customer journey](/quickstart.md)
- [Set up notifications](/setup/notifications.md)
- [Welcome to ArcSolar](/index.md)