Tasks
Nishad
Presets Today Overdue Needs approval ✕ Yesterday's Wins
Filter Company All Status Open Type All Category All Priority All Owner All Reset filters 🔍
Board 📊 Show Summary 🔀 Playbook ● Updated 14:32 ⟳ Refresh now

📊 Show Summary — dialog (AC-B3/AC-B10). Open tasks only (exclude_status=complete), mapped from the live portal TaskSummaryDialog — 8 dimension tabs. Every value row is a clickable filter (AC-B10, finding #36) — click any value → the popup closes and the board renders filtered to it, with the filter chip visible.

board behind (dimmed, still present)
Task#DescriptionStatus
FEATURE-1755A1 — Org Operating Metadata schemadesign-approval
DEV-1782REQ-01 REST task API targets the live fleet DBplan-approval
📊 Show Summary✕ Close
Status Task Type Category Project Due Priority Source Assigned To
design-approval4
plan-approval7
coding12
testing5
test-results-approval3

Click any value → board filtered to it (AC-B10). Applies across all 8 dimension tabs, not just Status.

Counts match the board's own filtered counts for the same dimension (TS-B3) — one source, not a second query.

🔀 Playbook — dialog (AC-B4). Playbook dev — renders LIVE from workflow_template, never a static diagram (gap B-1). Full row per step, verified against the live table — advance_to/send_back_to made prominent since those are what make it read as a pipeline, not a list.

board behind (dimmed, still present)
Task#DescriptionStatus
FEATURE-1755A1 — Org Operating Metadata schemadesign-approval
DEV-1782REQ-01 REST task API targets the live fleet DBplan-approval
🔀 Playbook — dev✕ Close
3plan-approvalgate
Agent rolereviewer
Required roleowner
Skillplan-review
Skippableno
Tool—
Preferred agentany owner
Required docsPLAN-nn.md
Required artifactsplan-doc
✔ advance_to → coding ↩ send_back_to → planning
4codingwork
Agent rolecoder
Required role—
Skilldev-code
Skippableno
Toolgit, editor
Preferred agentany coder
Required docs—
Required artifactscommit_ref
✔ advance_to → code-review ↩ send_back_to → plan-approval
5code-reviewreview
Agent rolereviewer
Required role—
Skillcode-review
Skippableno
Toolgit diff
Preferred agentproducer≠reviewer
Required docs—
Required artifactsreview note
✔ advance_to → testing ↩ send_back_to → coding
Showing 3 of 9 steps in this playbook — same shape for all. Post-cutover this view also enforces the per-step required-artifact gate live; today it's representative structure only (gap B-1), never invented live counts.
Task#▲ Title Company Type Category Product Priority Due Source Status Assigned Owner
FEATURE-1755 A1 — Org Operating Metadata schema▶ Om AI Solutions feat plat Om Cortex 🟠 Hi — nishad design-approval opus-1 opus-1
DEV-1782 REQ-01 REST task API targets the live fleet DB Om AI Solutions dev back Om Cortex 🟠 Hi Jul 22 claude-c… plan-approval▶ codex-2 opus-1
DEV-1612 Heartbeat store — safety-gate write path Om AI Solutions dev back Om Cortex 🔴 Cr Jul 20 sentry testing haiku-1 opus-1
DEV-1375 Gmail multi-account ingest connector 🔒 Om AI Solutions dev intg Om Business 🟠 Hi Jul 23 user-rep… code-review opus-2 opus-2
DEV-1509 Environment-aware task-DB target (staging vs prod)▶ Om Supply Chain dev back Om WMS ⚪ Med Jul 24 posthog test-results-approval▶ sonnet-1 opus-4
2 selected ▸ Advance ↩ Send back… ✕ Close… Rows ‹ page 1 / 9 ›

Approval-gate rows show a ▶ "you can approve" affordance ONLY if you're a configured approver for that gate (approver-scoped via resolveApprover). Locked rows tinted; Critical tinted red. Type / Status values are Om Forge SDLC-pack process nouns, rendered as-is.

Illustration — stale/failed-poll state (AC-B7). The board never silently presents old data as current: data stays visible, greyed, with a loud banner naming the last good timestamp — visually distinct from both the loading state and a genuine empty result.

⚠ couldn't refresh — retrying, last good 14:32
Task# Title CompanyTypeCategoryProduct PriorityDueSourceStatusAssignedOwner
FEATURE-1755 A1 — Org Operating Metadata schema Om AI SolutionsfeatplatOm Cortex High—nishaddesign-approvalopus-1opus-1
DEV-1782 REQ-01 REST task API targets the live fleet DB Om AI SolutionsdevbackOm Cortex HighJul 22claude-codeplan-approvalcodex-2opus-1

What's on this screen

Built from: your organization's full task list, filtered and sorted live as you work it.

On screenWhere it comes fromWhat it means to you
Presets (Today · Overdue · Needs approval · Yesterday's Wins)a saved shortcut filter over your task listjump straight to the slice of work you check most often
Filter row (Company · Status · Type · Category · Priority · Owner · search)your task list, narrowed to whichever fields you pickfind one task or a group fast instead of scanning everything — every displayed column has a matching filter (AC-B9)
Task rows (description, company, type, category, product, priority, due date, source, status, assigned, owner)each task's record — what it is, who asked for it, who's doing it, and where it standsdecide what to open, chase, or reassign
"▶" approve markerwhether you're a configured approver for that task's current gateshows you which rows need your click, not just anyone's
🔒 lock iconwhich agent currently has that task checked out to work onavoids stepping on another agent mid-edit
Critical-priority row tinta task flagged at the highest prioritywhich rows to triage first
Bulk action bar (Advance · Send back · Close)the tasks you've checkedmove, return, or close several tasks in one action instead of one at a time
Fitted 12-column layout (tight widths, two-line Company/Product, icon+tooltip Type/Category/Priority, truncated Source)the same full column set the old board hadnothing to scroll — the whole row fits at 1440px and 1280px, measured not eyeballed (AC-B1, finding #35.4)
📊 Show Summary / 🔀 Playbookportal-parity board tools — grouped open-task counts (every value row a clickable filter, AC-B10) and the live playbook pipelinethe same at-a-glance tools the old Owner Portal board had, not lost in the rebuild
Freshness stamp + Refresh nowSummaryDeltaDto.generated_at, re-issued on demandlets you trust — or force-check — how current the board is, not just assume