Tasks · Article 1 of 12

Understanding the task queue

The task queue is your primary work surface in Navigator. Every piece of work — whether it came from an incoming invoice, an email, a budget alert, or was created manually — lives here.

7 min read Last updated April 2026

Keeping your queue well-organised and regularly worked is the foundation of effective plan management in Navigator. This article walks you through what you see in the queue, what the default view shows, and how to sort and filter to find what you need.

Any manager▾ Unassigned (23)▾ Active▾ Any tag▾ Customer▾ Supplier▾

Description		Status	Tags	Assignee	Customer	Due date
Invoice 14882 from CarePath Supports	🏢	In progress	Invoice	Lauren Grimes	Jordan Okafor	22 Apr
Budget alert — Core below 10%	👥	Pending	Budget	Unassigned	Priya Ramesh	25 Apr
Re: missing service agreement	🔗	On hold	Onboarding	Sam Okoye	Daniel Whitaker	⏰ 14 Apr
PACE endorsement required	👥	In progress	PACE	Lauren Grimes	Nguyen Thi Huong	30 Apr
Invoice 14901 from MobilityPlus	🏢	Pending	Invoice	Sam Okoye	Ama Darko	28 Apr

Showing 1–50 of 147 ◂ Prev 1 2 3 Next ▸

Figure 1. The task queue. 1 Create a new task. 2 Filter bar — search, assignee, status, tags, customer, supplier. 3 Each row is one task with editable columns. 4 Overdue tasks are highlighted in red.

What you see in the list

The task queue is a table where each row is one task. The columns show you the key details at a glance — and many of them are editable directly without opening the task.

Column	What it shows
Description	The task title — usually the email subject or a description of what needs doing.
Source	An icon indicating whether the task originated from a contact, customer, or supplier communication.
Complexity	A coloured dot showing how complex the task is on a 0–100 scale.
Status	The current workflow state — editable directly from the list.
Automation	For invoice tasks, shows the result of the invoice automation process — passed, failed, or review required.
Tags	Tags applied to the task — editable inline.
Manager	The account manager for the linked customer.
Assignee	The team member working the task — editable from the list.
Customer	The participant this task relates to — editable from the list.
Supplier	The supplier this task relates to, if applicable.
Contact	The contact this task relates to, if applicable.
Due date	The target completion date — shows a red clock icon if overdue.
Created	When the task was created.
Last updated	When the task was most recently changed.
Actions	Quick access to notes and file preview without opening the full task.

Edit without opening Status, assignee, customer, supplier, contact, due date, and tags can all be edited directly from the row. You don't need to open the task to make a change.

The default view — what "active" means

When you open the task queue, the default filter shows active tasks. Active is a combined status that includes:

Pending — ready to be worked
In progress — currently being worked
On hold — temporarily paused

Tasks with the status Draft, Completed, Archived, or Error are hidden by default. Change the status filter to see them.

By default, tasks are sorted newest-first, showing 50 per page.

Sorting your queue

Click the column headers to sort by:

Created — when the task was first created (default)
Due date — useful for prioritising overdue or upcoming tasks
Last updated — useful for finding recently changed tasks

Filtering your queue

Use the filters at the top of the task list to narrow down what you're looking at.

Filter	What it does
Status	Filter by Active, Pending, In progress, On hold, Completed, Archived, Draft, or Error.
Assignee	Show tasks assigned to a specific person, or filter for Unassigned tasks.
Account manager	Show tasks for customers managed by a specific team member.
Tags	Filter by a specific tag, or show only tasks with no tags (Untagged).
Customer	Show tasks linked to a specific customer.
Supplier	Show tasks linked to a specific supplier.
Contact	Show tasks linked to a specific contact.
Invoice automation	Filter by automation result — passed, failed, or review required.
Search	Text search on task description and ID.
Date range	Filter by when tasks were created.
Due date	Show tasks due on or before a selected date.
Invoice reference	Search for tasks containing a specific invoice reference number.
Completed at	Filter by when tasks were marked complete.
Archived at	Filter by when tasks were archived.

Tips for working the queue efficiently

Filter by Assignee → yourself to see only your tasks.
Sort by Due date when you need to prioritise overdue items.
Use the Unassigned filter to find tasks that haven't been picked up yet.
Filter by tag to work through a specific type of task in a batch — e.g. all onboarding tasks in one sitting.
Use Invoice reference search when a supplier queries a specific invoice. You can find the related task in seconds.
Edit inline wherever possible — status, assignee, tags, and due date can all be changed without opening the task.

Next up Once you're comfortable with the queue, read Task statuses explained to understand how tasks move through Navigator.