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

# Tasks

> Save the tabs you need for a piece of work as a task with a due date, then work through the list. Approvals wait there too

You have six tabs open for the BAS lodgement and a meeting in ten minutes. Close them and you lose the thread. Leave them and they bury everything else.

A task keeps those tabs together under one name, with a due date. Saving a task never closes anything. When the work is due, the tabs are one click away.

Tasks need you to be [signed in to eggz](/help/unscrambled-tabs/eggz-account), because they live in your eggz account. They follow you across Chrome windows and the dashboard. A [backup](/help/unscrambled-tabs/backup-import) does not carry them.

## Where to find Tasks

**Tasks** is the third tab in the side panel and the floating card, after **Open Tabs** and **Workspaces**. On the dashboard it sits under **Open Tabs** in the sidebar, with a count beside it. The briefcase in the chat's header also takes you there.

## Save a task

There are three ways in:

* Right-click a page, open **eggz Tab Manager**, and choose **Save as a task**.
* Click the **+** in the ask bar, labelled **Add**, and choose **New task**. This works in the side panel, the card and the dashboard.
* On an empty Tasks tab, click **Save this tab as a task**.

Each one opens a **New task** card:

| Field | What it does |
| - | - |
| **Task name** | Up to 500 characters. Required. |
| **Pages for this task** | The page you started from is ticked and marked **· this tab**. Any other tabs you had highlighted are ticked too. The rest of the window's web pages are there, unticked. Chrome's own pages are not offered. Tick at least one. |
| **Due date** | Starts on **Tomorrow**. See below. |

Click **Save task**, or **Cancel** to leave without saving.

### Due dates

| Choice | Lands on |
| - | - |
| **Later today** | 5:00 pm if that is at least an hour away, otherwise two hours ahead on the hour. It is hidden late in the evening. |
| **Tomorrow** | 9:00 am. |
| **Next week** | Monday at 9:00 am. |
| **Pick a date and time** | A calendar with month arrows, and a **Time** menu in 15 minute steps. |

Click the choice you picked a second time to clear it and leave the task with no date. A time in the past cannot be saved.

## The list

Tasks are grouped under **Overdue**, **Today**, **Later** and **No date**. Each group shows its count and the favicons of its pages, and you can collapse it. **Today** opens first.

A row shows a round tick, the name, and when it is due: a time if it is today, a weekday within the next six days, otherwise a date like *12 Oct*. Below the name is a row of page icons. Click one to open that page.

* **Tick it** to mark the task done. A message says **Done. Nice work.** with **Undo**, or press ⌘Z (Ctrl+Z). A double click ticks once. The row stays where it was until the list refreshes.
* **Hover a row** and a clock button appears. It opens the **Due date** menu with the same choices, plus **Pick a date and time**, **Cancel** and **Snooze**.
* **Search tasks** at the top searches by name. **Esc** closes it.
* **Sort and Show done** sorts by **Due date** or **Newest**, and shows **Amount** when you have approvals waiting. Its **Show done** box lists finished tasks struck through, 25 at a time, newest first.

When more than one kind of row exists, filter chips appear: **All**, **To approve**, **From your books** and **Your tasks**. A line reading *N hidden by filters* with **Clear** tells you when something is out of sight.

With nothing open, the tab says **No tasks yet**: *Save this tab, or right-click any page and choose Save as a task.* Once you have ticked everything off this week, it says **All done** and shows **Done this week** with a count.

On the dashboard, the Tasks pane adds a **Person** filter once two or more people have tasks, and column headers you can sort by: **Task name**, **Amount** and **Due date**.

## When a task is due

A band appears under the heading when a task comes due while you are away. It reads **Due now:** and the task name, with a line like *Thu 9:00 am · 2 tabs*. Before midday it can also say how many tasks are due today. It has four controls:

* **Open tabs** opens the task's pages.
* **Mark done** ticks it.
* **Snooze** on a due task opens the **Due date** menu. On the morning summary it only hides the band until midday and changes no dates.
* The cross dismisses it.

Nothing opens until you press **Open tabs**. If Chrome opens none of them, the band stays and says *Chrome didn't open those tabs, so this stays here for another go.* The dashboard header has an **Open today's** button for the same job.

### Open tabs without asking

**Settings → Tabs → Open a task’s tabs when it’s due** is off by default and only shows when you are signed in. Turn it on and, at a task's due date and time, its tabs open once in the window you are using. It is the only thing in eggz that opens tabs on its own.

* It checks every minute.
* It only opens tasks that came due while the setting was on, so turning it on never opens old overdue tasks.
* Each task opens once, even if you are signed in on two browsers.
* Snooze a task to a new time and it can open again.
* The setting belongs to you. Someone else signed in on the same Chrome profile sees it off.

## Approvals

If you are signed in with an organisation, **To approve** sits at the top of Tasks. There is nothing to switch on. It holds what your team has sent for a decision.

A team receipt shows the receipt, supplier, amount, sender and day. Other approvals show the action and a summary. Each row has:

* A tick to **Approve**.
* An X to **Reject**.
* **More**, with **Open in eggz**.

Click a row to see the details: **Category**, **GST**, **Paid with**, **Submitted** and a large receipt.

Rejecting a team receipt needs a reason. A box labelled **Reason · Required** says who will see it, such as *Sam will see this*. Write 1 to 500 characters, then choose **Reject** or **Keep it**. ⌘Enter (Ctrl+Enter) sends it and **Esc** keeps the task. Other approvals reject without a reason.

To decide several at once, select the rows. A bar shows **N selected** and their total, with **Reject** and **Approve**. **Select all** is at the top of the section.

A decision waits five seconds before it is sent, so **Undo** works on the message that follows (**Approved**, **Rejected** or *3 approved*). Closing the panel sends whatever is waiting.

### From your books

This section shows three count rows: **Receipts not in any month yet**, **Emails held back from your books** and **Purchases that look like the same bill**. The first asks eggheadz to help sort it out.

Beneath them, **Sent back** lists your own team receipts that an approver rejected, as *Sent back · the reason*. Click one to open it in eggz. Editing it there sends it for approval again.

## Related

* [Ask eggheadz and search](/help/unscrambled-tabs/ai-and-search) finds tasks under **Tasks** and lists them in the chat's Tasks menu.
* [Keyboard shortcuts](/help/unscrambled-tabs/keyboard-shortcuts) covers ⌘Z and the reject box keys.
* [Settings & privacy](/help/unscrambled-tabs/settings-privacy) has the **Open a task’s tabs when it’s due** row.


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