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Tasks · Last updated 18 May 2026 · 4 min read

Managing tasks

A task in TrainAR is a unit of work an engineer is going to do — a boiler service, a fault diagnosis, a remedial call.

A task in TrainAR is a unit of work an engineer is going to do — a boiler service, a fault diagnosis, a remedial call. Tasks give the AI assistant on the glasses context for the session: what's the job, who's it for, what background applies. They're also what the Dashboard's session list links back to via the "Linked Task" card.

This page covers tasks created or managed from the Dashboard side. For tasks that come in automatically from your field-service integration, see Tasks from integrations.

Where tasks live

Dashboard → Tasks shows every task in your tenant in a single table.

Status tabs

The status filter is a row of tabs across the top: All / Open / In Progress / Completed / Archived.

Filters

Underneath: a search box and three filter dropdowns (always visible):

  • Search — full-text search on title/description
  • All Priorities — All / Low / Medium / High / Urgent
  • All Users — All Users / Unassigned / (each tenant user)
  • All Sources — All Sources / Manual / API / Integration (filters by where the task originated)

Tasks list

Table columns

Column Notes
(Checkbox, admin only) Bulk-select
Priority A coloured dot — grey/blue/orange/red
Title The task title (clickable — opens the detail modal)
Assignee Avatar + name, or "Unassigned"
Due Date Date or "Overdue" in red
Status Open / In Progress / Completed / Archived / Cancelled badge
Session Per-task session badge (see below)
Source Manual / API / Integration with provider tooltip
(Hover actions) ⋯ menu → View / Edit (admin) / Delete (admin)

Session badge

The Session column reflects the task's relationship to a training session:

  • — — no session, task is Open
  • In Progress (blue) — a session is currently running against this task; click to jump to it
  • Session ✓ (green) — completed by an engineer running a session that ended successfully
  • Manual ✓ — an admin marked it complete from the Dashboard
  • Integration ✓ — the source FSM marked the underlying job complete and that synced in
  • Completed — fallback for other completion paths

Creating a task manually

Admin only. Create Task button top-right. The modal has:

  • Title (required)
  • Description (textarea — used as AI session context)
  • Assignee (Unassigned by default, or pick a tenant user)
  • Due Date (calendar picker, optional)
  • Priority (Low / Medium / High / Urgent — Medium is default)
  • Attachments (drag-drop or click — multiple files, 10 MB per file max, any type)

Click Create Task. The task appears in the Open tab and the assigned engineer sees it on next sync.

Create Task modal

Editing follows the same modal — title, description, assignee, due date, priority, attachments. Reachable from the ⋯ menu (Edit) or the detail modal.

Task detail modal

Click any row's title to open the detail modal.

Task detail modal — title, urgent priority, completed status, details / assignment / session / attachments / status sections

It shows:

  • Header — title, status badge, priority badge, action buttons (Edit / Mark Complete / Reopen / Archive / Delete depending on role + state)
  • Description
  • Calendar/User chips — due date, assignee
  • Tags (source badge — manual / integration with provider name)
  • Attachments — downloadable list
  • Session block — if a session is linked, you'll see a thumbnail + duration + steps-completed + tools-used + notes + "View Session →" button; if no session, "No session linked"
  • Failed sessions block — list of past attempts that ended abnormally (started/failed timestamps + reason)

Bulk operations (admin only)

When you have rows selected, the bulk-action bar appears with Complete, Archive, and Delete:

  • Complete — marks selected tasks status completed, completion_source manual
  • Archive — moves tasks out of the default Open/In Progress views into the Archived tab; non-destructive
  • Delete — irreversible. Removes the task and any session links

Selection scope is the currently-visible filtered rows. There's no cross-page select.

What's NOT here

  • No "Link procedure" feature (procedures are auto-extracted from sessions, not pre-linked to tasks)
  • No saved filter views
  • No CSV import (use the Tenant REST API for bulk task creation — see Developer)
  • No bulk-assign / bulk-reassign / bulk-priority-change (only Complete / Archive / Delete)
  • No tags on tasks (only the source badge and the status badge)

Where to next