Introduction to Tasks
Tasks help you organize user activities for accurate time tracking and productivity reporting. Tasks can have multiple (nested) levels of parent tasks and subtasks. For example, you might have a parent task named Marketing Projects, under which you can have Project 1 and Project 2; under Project 1, you can have Website Launch, Email Campaign, Social Media Campaign, and so on. You can assign either a parent task or a subtask to a user.
What You Can Do with Tasks
Assign Tasks with Rules: Any task you create from the Tasks screen is available to the behavior rules editor, so you can automatically assign a task to an employee with the Switch Task rule action. This is particularly useful for the Stealth Agent, as this Agent doesn't allow employees to select their own tasks.
Set the Default Task: You can set the Default Task for an employee (Employee's Profile > Account tab) or for the entire organization (Configurations > Settings > Agents tab).
Use it with the Revealed Agent: Allow employees to select a task when clocking in from the Revealed Agent interface.
Import Projects/Tasks from 3rd Party Solutions: Import projects and tasks from an external Project Management solution such as Jira.
View Reports: Tasks employees worked on are shown in various dashboards and widgets. Tracking employee time with tasks helps you get a better understanding of your organizational productivity and how your employees spend their time.
The Tasks screen allows you to create and manage tasks and subtasks:
1. Search: Use this search field to filter the tasks list matching your keywords.
2. New Task: Click this button to create a new task. See the Creating a New Task section below for details.
3. Filters: Click this button to filter the tasks list by name, description, trackable, etc.
4. Grid Menu: Click the Grid 
icon to select which columns are shown on the tasks table. Here are the available columns and their descriptions:
Name: The task's display name. An “Integrated task” badge next to a task’s name means the task is linked to and synchronized from an external project management system rather than created manually - see the Integrated Tasks note below for details. Tasks are shown as a hierarchy: child tasks appear indented under their parent task, and the arrow in front of a parent task expands or collapses its children.
Description: An optional free-text description of the task. For integrated tasks, this column instead shows the source project details synced from the PM system (e.g.,
Jira Project: DES Name: Design Description: URL: https://...) - see the Integrated Tasks note below.Trackable: Whether employees can track time against the task. A non-trackable task cannot be selected for time tracking (e.g., in the Revealed Agent).
Assign to: The employees and/or departments assigned to the task, rendered as name chips. "Everyone" means the task is available to all employees; "Nobody" means it has no assignees.
Archived: Whether the task is archived. Archived tasks are hidden from the list by default and cannot be tracked; archiving a parent task also archives its child tasks. Enable this column (or the archived filter) to see archived tasks - you can unarchive a task from its context menu.
5. Expand/Collapse Parent Tasks: Click the Right/Down Arrow 
icons in front of a parent task to expand it and view its subtasks.
6. Task Context Menu: Click the Three Dots ⋮ in front of a task to access its context menu. From the context menu, you can:
Edit Task – to edit the task's name, description, assignments, and other settings. You can also edit a task by clicking its name. Editing a task is similar to creating a new task.
New Subtask – to create a new task nested under the selected task. Creating a subtask is similar to creating a new task.
Clone Task – to create a copy of the task. A dialog opens with a suggested name for the copy; edit it if needed and click Clone. The copy is created under the same parent task with the same settings, and is never archived even if the original was.
Archive Task / Restore Task – to archive the task. Archived tasks are hidden from the active list. Select Restore Task to restore an archived task to the active list.
View Task – only shown if the task is managed externally (for example, synced from an integration - see the Integrated Tasks note below for details) or your account does not have permission to configure tasks. View Task opens the same panel as Edit Task in read-only mode.
Integrated Tasks
Tasks imported from an external Project Management solution, such as Jira, Redmine, etc. are marked with an “Integrated task” badge next to their name. These tasks are managed by the integration, not in Teramind: their context menu offers only View Task option, which opens the task panel in read-only mode. The task's description shows the source project and a link to the original item in the external system (for example, the Jira project URL). Any changes - renaming, reassignment, archiving - must be made in the external system; they sync back to Teramind automatically.
The Project Management integration feature is not currently available in the Teramind NextGen interface. Integrations are created from the Teramind Legacy interface - see the How to integrate with the SIEM (Security Information & Event Management) and PM (Project Management) systems article in the legacy Knowledge Base for details. Once an integration is configured in Legacy, its tasks automatically sync to NextGen.
Creating a New Task
Click the New Task button near the top-right corner of the Configurations > Tasks screen. A panel will open:
1. Name: Give the task a name (required).
2. Parent Task: Select the task this task is nested under. Leave it empty to create a top-level task. You can also create a subtask directly from a task's context menu with New Subtask, which pre-selects that task as the parent.
3. Assign To: Choose who the task is available to:
Nobody – the task is not assigned to anyone.
Inherited from parent – the task takes its assignment from its parent task. This option is available only when a parent task is selected; it is disabled for top-level tasks.
Everyone – the task is available to all employees.
Select entities – the task is available to specific employees and departments, chosen in the fields below.
4. Employees: Shown when Assign To is set to Select entities. Pick the individual employees this task is available to.
5. Departments: Shown when Assign To is set to Select entities. Pick departments this task is available to.
6. Allow employees to track this task: Check this box to let employees select this task when tracking their own time (for example, in the Revealed Agent).
7. Task Description: Optionally describe what the task covers.
8. Click Save to create the task, or Cancel to discard it. The Save button stays disabled until the required fields are filled in - and, when Assign To is Select entities, until at least one employee or department is selected.