The Uncompleted Tasks page shows all tasks assigned to agents that have not yet been completed. Use it to identify overdue work, review task details, and delete tasks that are no longer needed.
Availability: All clients Required permissions: managerdashboard:read (to access)
From the Manager Dashboard sidebar, select Uncompleted Tasks. The page displays a table of all uncompleted tasks across your team.
| Column | Description |
|---|---|
| Select | Checkbox for selecting tasks for bulk actions. A select-all checkbox in the header selects all visible tasks. |
| Task | The task name or type (e.g., reviewAutoCreatedCase, makeScheduledCall). |
| Task age | How long ago the task was created. Sortable by creation date. |
| Agent | The agent assigned to the task. |
| Status | The current task status. |
| Queue | The task queue the task belongs to. |
| Case type | The case type associated with the task. |
| Case owned | The agent who owns the related case. Only visible when case ownership is enabled (config.tasks.enableCaseOwnership). |
| Cloned | Whether the task is a clone of another task. |
Select the column management icon to show, hide, or reorder columns. Select Reset to default to restore the original column layout.
Select the filter controls above the table to narrow results by any combination of:
| Filter | What it matches |
|---|---|
| Queue | The task queue the task belongs to. |
| Status | The task status (Pending, Reserved, Accepted, Wrapping). |
| Task type | The type of task. |
| Case type | The case type associated with the task. |
| Case ID | A specific case identifier. |
| Related interaction ID | The interaction associated with the task. |
| Marked as unable to complete | Whether the task was flagged as unable to complete. |
| Case owned | The agent who owns the related case. Only visible when case ownership is enabled. |
Filters combine with AND logic — results must match all active filters.
Select any column header to sort the table by that column. Select the same header again to reverse the sort direction.
Select a task row to open the Task Details modal. The modal displays the full task information, including the assigned agent, task type, creation and due dates, priority, and any associated borrower or case context.
You can delete individual tasks or multiple tasks at once.
- Select the checkbox next to the task you want to delete.
- The bulk action bar appears above the table.
- Select Delete.
- In the confirmation dialog, confirm the deletion.
- Select the checkbox next to each task you want to delete, or select the header checkbox to select all visible tasks.
- The bulk action bar shows the number of selected tasks.
- Select Delete.
- In the confirmation dialog, confirm the batch deletion.
Caution: Deleting a task removes it permanently. The assigned agent will no longer see the task in their queue. Verify the tasks are no longer needed before deleting.