Daily use · 12 articles

Tasks

The task queue is your primary work surface in Navigator. Every piece of work — from an incoming invoice to a budget alert to an onboarding step — lives here.

Jump in

Get started quickly

The most common starting points for this area.
The basics

The task queue

Columns, filters, default view, and tips for working it efficiently.

Tour the queue
Daily workflow

Work a task

The task detail view — notes, linked records, invoices, warnings.

Start working
Reference

Task statuses

The seven statuses, what they mean, and how they transition.

See statuses

Browse by topic

All articles

Organised the way your team thinks about this work.
Invoice tasks
1 article

In a hurry?

Common questions

Set up tag assignment rules System tags reference Review an invoice task Workload report