Tasks

The Tasks module in vBox provides comprehensive task management and tracking capabilities for cloud improvement work items that arise from cost, security, and operations recommendations. Create, assign, track, and resolve tasks systematically to ensure accountability and progress on your cloud optimization initiatives.

Routes

The Tasks module is accessible through the following routes:

/tasks — Task list page with filtering, sorting, and search capabilities
/tasks/:taskId — Individual task profile page with detailed information
/tasks/new — Create new task form

Task List Page

The task list page provides a comprehensive view of all tasks with multiple viewing options, filtering capabilities, and management actions.

View Modes

The task list supports two view modes that can be toggled:

Table View — Structured tabular layout with sortable columns
List View — Card-based layout optimized for detailed task information

Your preferred view mode is automatically saved in localStorage and persists across sessions.

Table Columns

When using Table View, the following columns are displayed:

Column	Width	Description
Id	Auto	Unique task identifier
Pillar	10%	Task category (Empty, Cost, Security, Operations)
Task	45%	Task name and description
Progress	Auto	Circular progress indicator showing completion percentage
Status	Auto	Current task status with badge dropdown for quick updates
Priority	Auto	Task priority level with badge dropdown for quick updates
Assignee	Auto	Assigned user with avatar display
Created On	Auto	Creation date with age badge indicator
Updated By	Auto	Last user to update the task with avatar and date
Actions	Auto	Three-dot menu with available actions

Filters

The task list supports comprehensive filtering to help you find specific tasks:

Pillar Filter

Filter tasks by their associated pillar:

Empty — Tasks without a specific pillar assignment
Cost — Cost optimization tasks
Security — Security improvement tasks
Operations — Operational tasks

Status Filter

Filter tasks by their current status. Default selection includes:

Not Started — Tasks that haven’t been initiated
In Progress — Tasks currently being worked on

Additional status options:

Completed — Finished tasks
Canceled — Cancelled tasks

Priority Filter

Filter tasks by priority level:

Low — Low priority tasks
Medium — Medium priority tasks
High — High priority tasks
Critical — Critical priority tasks

Assignee Filter

Filter tasks by assigned user using an autocomplete search field. Type to search for users by name or email.

Global Search

A global search field allows you to search across all task fields simultaneously, including task name, description, assignee, and other metadata.

Sorting

Tasks are sorted by default in ascending order by ID. You can modify the sort order by clicking on column headers in Table View.

Task Statuses

Tasks can be in one of the following statuses:

Status	Badge Color	Description
Not Started	Gray	Task has been created but work has not begun
In Progress	Blue	Task is currently being actively worked on
Completed	Green	Task has been finished successfully
Canceled	Orange	Task has been cancelled and will not be completed

Status can be changed inline using the status badge dropdown in the task list, or from the task profile page.

Task Priorities

Tasks are assigned priority levels to help prioritize work:

Priority	Badge Color	Description
Low	Green	Low priority, can be addressed when convenient
Medium	Yellow	Medium priority, standard importance
High	Orange	High priority, should be addressed soon
Critical	Red	Critical priority, requires immediate attention

Priority can be changed inline using the priority badge dropdown in the task list, or from the task profile page.

Task Pillars

Tasks are categorized into pillars that align with different aspects of cloud optimization:

Pillar	Description
Empty	Tasks without a specific pillar assignment
Cost	Tasks related to cost optimization and savings
Security	Tasks related to security improvements and compliance
Operations	Tasks related to operational efficiency and reliability

Task Age Indicators

Tasks display age badges based on how long they have been active (not completed or canceled):

Age Range	Badge	Description
0-30 days	None	New tasks (no badge displayed)
31-60 days	Yellow	Aging tasks that may need attention
61+ days	Red	Stale tasks that require immediate review

Actions

The Tasks module provides a comprehensive set of actions for managing tasks:

Inline Actions

These actions are available directly from the task list:

Change Status — Quick status update via dropdown menu
Change Priority — Quick priority update via dropdown menu
Manage Assignee — Assign or reassign tasks to team members
Manage Participants — Add or remove participants (available in List View)

Access additional actions through the three-dot menu in the Actions column:

Resolve with AI

Conditionally available when:

AI feature flag (FEATURE_AI_TASK_REMEDIATION) is enabled
Task has a recommendation source
Task status is active (Not Started or In Progress)

This action leverages AI to automatically resolve tasks based on their associated recommendations.

Search in Jira

Opens the associated Jira ticket in a new tab. Only available if the task has a Jira URL configured.

Copy Link

Copies a direct link to the task profile page to your clipboard for easy sharing.

Delete

Permanently deletes the task after confirmation. This action cannot be undone.

Deleting a task is permanent and cannot be reversed. Ensure you have a backup or export of important task data before deletion.

Page-Level Actions

Create Task

Click the “Add New Task” button to create a new task. This opens the task creation form.

Export to Excel

Export all filtered tasks to an Excel file with the following columns:

Id
Pillar
Task
Progress%
Status
Priority
Assignee
Created By/Date
Updated By/Date
To-Do Items #
To-Do Items Completed

Task Form Fields

When creating or editing a task, the following fields are available:

Field	Required	Description
Task Name	Yes	Descriptive name for the task
Assignee	No	User assigned to complete the task
Participants	No	Additional team members involved in the task
Pillar	No	Category classification (Empty, Cost, Security, Operations)
Status	No	Current status (defaults to Not Started)
Priority	No	Priority level (Low, Medium, High, Critical)
Description	No	Rich text description using CKEditor with formatting options
To-Do List	No	Checklist items for recommendation-based tasks

Task-Recommendation Relationship

Tasks can be created from two sources:

Recommendation-Based Tasks

Tasks created from recommendations (UserTaskFromRecommendationSource) automatically:

Link to the source recommendation
Display the recommendation link in the task form
Auto-track progress based on recommendation status
Calculate progress using the formula: ((total - active) / total) * 100

Manually Created Tasks

Tasks created manually (UserTaskUserCreatedSource) are independent work items not tied to specific recommendations. These tasks require manual progress tracking.

Feature Flags

The Tasks module availability and functionality are controlled by feature flags:

CustomerComponent.TASKS

Controls the overall availability of the Tasks module. When disabled:

Tasks module is not accessible
An upsell banner is displayed to users

FEATURE_AI_TASK_REMEDIATION

Controls the availability of AI-powered task resolution:

When enabled: “Resolve with AI” action appears in the action menu for eligible tasks
When disabled: AI resolution option is hidden

When the Tasks module is unavailable, the upsell banner highlights the following capabilities:

✅ Create & edit tasks — Organize and manage your cloud improvement work items
✅ Assign tasks — Delegate work to team members with clear ownership
✅ Update status — Track task progress through completion
✅ Track progress automatically — Real-time progress updates for recommendation-based tasks
✅ Comment & collaborate — Team communication and collaboration on tasks
✅ Receive notifications — Stay informed about task updates and assignments
✅ Search & filter tasks — Quickly find tasks using powerful search and filter options