Task Management

Purpose

Tasks are actionable items assigned to staff members. They are the operational to-do list that drives daily work in the platform.

Task properties

Field	Values	Notes
`title`	string	Short, actionable description
`description`	string	Optional detail
`priority`	`LOW` · `MEDIUM` · `HIGH` · `URGENT`	Drives sort order and visual urgency
`status`	`OPEN` · `IN_PROGRESS` · `COMPLETED` · `CANCELLED` · `OVERDUE`	Lifecycle
`due_date`	date	When it must be done
`sla_hours`	number	Optional SLA target
`assignee`	StaffMember	Who owns this task
`user_id`	Customer	Linked customer (optional)

Task lifecycle

OPEN → IN_PROGRESS → COMPLETED
          ↓
       OVERDUE (when due_date passes and task is still OPEN or IN_PROGRESS)
          ↓
       CANCELLED (if task is no longer needed)

Creating tasks

Tasks are created:

Manually by a staff member from the customer workspace
Automatically by the renewals engine at threshold crossings
Automatically by workflow rules (e.g., document rejection triggers a follow-up task)

Manual creation via API

POST /ops/tasks
{
  "user_id": "cus_abc123",
  "title": "Chase outstanding bank statement",
  "priority": "HIGH",
  "due_date": "2026-06-05",
  "assignee_id": "sta_xyz789"
}

Priority guide

Priority	Use when
`LOW`	Nice to have; no deadline impact
`MEDIUM`	Standard follow-up; non-urgent
`HIGH`	Important; customer is waiting or deadline is approaching
`URGENT`	Same-day action required; compliance risk or very close deadline

Global task queue

The /tasks page in ops.ikamet.com shows all tasks across all customers, filterable by:

Status (Open / In Progress / Overdue / Completed)
Priority
Assignee

The queue defaults to showing OPEN status tasks, sorted by due date.

SLA tracking

When sla_hours is set on a task, the system tracks whether the task was completed within SLA. SLA violations are reportable for operational metrics.

Overdue tasks

Tasks move to OVERDUE automatically when the due date passes and the task is still active. Overdue tasks are highlighted in red in the UI and counted in the task queue stats bar.