What is a Task?

A task is the atomic unit of work in BFF. Every task represents a specific piece of work that can be assigned to a human team member or an AI agent. Tasks can link to any tier of controlled document — Policies, SOPs, Work Instructions, and Training — via Linked Content.

Creating a Task

  1. Navigate to Tasks in the sidebar
  2. Click the “New Task” button
  3. Fill in the task details:
    • Task Name — A clear, descriptive title (e.g., “Email Triage”)
    • Duration (minutes) — Estimated time
    • Color — Choose a color for visual organization
    • Description — Details about what the task involves
    • Task Owner (accountable) — The person accountable for the task’s quality and outcomes
    • Assignees — The people or AI agents who execute it
    • Linked Content — Attach Policies, SOPs, Work Instructions, or Training
  4. Click “Create Task”

Who Can Edit a Task?

Editing isn’t admin-only. A task can be edited by:

  • Company admins
  • The task owner
  • Any task assignee

If you’re assigned to a task, you can keep its details current yourself.

Task Lifecycle

Tasks follow a lightweight lifecycle: a Draft task can be “Submit for Review”-ed or “Publish”-ed directly, and a task In Review shows “Approve & Publish”. Publishing bumps the task’s version. The “Audit” button shows the full change history.

Note: Task changes do not trigger the Impact Cascade Engine. Change control in BFF is document-publish-driven: when a published controlled document is republished, assignees of tasks linked to that document get a Document Changed notification. See Linking Documents in the Document Control section.

Archiving and Deactivating

There’s no hard delete. From the task detail view:

  • Archive — removes the task from active lists and schedules, with an optional reason. Restore it any time from the Archive page in Settings.
  • Deactivate — takes the task out of active use without archiving it.

Task List View

The main Tasks page shows all tasks in your company with:

  • Search — Filter tasks by name
  • Quick actions — Open or edit directly from the list

Best Practices

  • Keep task names concise and action-oriented (e.g., “Process Invoices” not “Invoice Stuff”)
  • Set accurate durations — this helps with schedule planning
  • Use color coding consistently across your team (e.g., blue for admin, green for client work)
  • Link every recurring task to its governing documents so document changes reach the people doing the work