Tasks & Action Items
Tasks in Glacis represent anything that needs human attention — an approval, a follow-up, a document review, or a verification step. They're the bridge between automation and human judgement.
Types of tasks
Glacis has several task types, each for a different kind of interaction:
Type | Purpose | How it's created |
|---|---|---|
General Task | A standard to-do item | Manually or by workflow |
Action Item | A task with AI agent assistance | By workflow (AI node) |
Approval Task | A request to approve or reject something | By workflow |
HITL Task | A human-in-the-loop verification checkpoint | By workflow |
Action items and AI agents
Action items are the most distinctive task type in Glacis. When a workflow creates an action item, an AI agent does the initial work — drafts a reply, extracts data, or prepares a recommendation. You then review the agent's output, interact with it via chat, and approve or reject the result.
This is the human-in-the-loop (HITL) pattern: the AI proposes, you decide. Nothing is sent or finalized until a human approves.
How tasks are created
By workflows — the most common path. A Create Task step in a workflow generates tasks automatically when certain conditions are met.
Manually — you create a task from the Tasks section for ad-hoc follow-ups.
Task lifecycle
Tasks move through statuses: Open → In Progress → Completed (or Rejected). Each type has its own primary action — Mark Complete, Approve, Submit Changes, or Mark as Read.
Where tasks appear
Tasks section — the main inbox in the sidebar, organized by Today, Upcoming, and by team
On records — orders and shipments show a Tasks button with a count of related tasks
Action Center — action items surface here for quick review
To learn how to manage tasks, see How to Manage Tasks. For details on each task type, see Task Types.
Need help?
If you have questions or run into issues, we're here to help:
Chat with us — use the support widget in the bottom-right corner of Glacis
Email — reach us at support@glacis.com