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 have SOPs, Work Instructions, and Training modules attached to them.

Creating a Task

  1. Navigate to Tasks in the sidebar
  2. Click the ”+ New Task” button
  3. Fill in the task details:
    • Name — A clear, descriptive title (e.g., “Email Triage”)
    • Description — Details about what the task involves
    • Duration — Estimated time in minutes
    • Color — Choose a color for visual organization
  4. Click Save

Managing Tasks

Editing a Task

Click any task to open its detail view. From there you can:

  • Update the name, description, or duration
  • Change the color coding
  • Add or remove content modules (SOPs, Work Instructions, Training)
  • View assignment history

Deleting a Task

  1. Open the task detail view
  2. Click the delete button (trash icon)
  3. Confirm the deletion

Warning: Deleting a task will trigger the Impact Cascade Engine to flag any affected time blocks, workflows, and job role templates.

Task List View

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

  • Search — Filter tasks by name
  • Sorting — Sort by name, duration, or creation date
  • Quick actions — Edit or delete 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)