The Task Center is the landing page for Cephai and the central hub for community managers to view in-progress work and launch Cephai skills.
Note: The Cephai Task Center is not integrated with tasks in the Portfolio Module within CINC and focuses solely on Cephai tasks. We are considering how to expand the functionality and integration between CINC solutions in the future.
Viewing Tasks in the Cephai Task Center
The Task Center is the default screen after logging into Cephai and can also be accessed by clicking the My Work tab.
To narrow results, search for a specific task name or association name or click Filter.
The Task Center displays tasks in three columns based on priority (New, Priority, Open) with the following information for Budgets:
Association
Budget Name
Created by
Last Update Date
Click on the desired task to open the task details popup, which includes:
Information related to creation and dates:
Status: The current task status. This can be changed.
Documents: A list of the attached documents.
Notes: Allows you to add and view task notes for better visibility across Cephai users.
History: A system-generated log of actions taken for the task to serve as an audit trail.
A Copy Link button to link collaborators directly to the task card.
Changing Task Status
From the Task details popup, select the Status via the dropdown. The task will immediately move to the correct column without requiring a page refresh.
Viewing Snoozed & Done Tasks in Cephai
You can hide or unhide snoozed and completed tasks (including posted budgets) from the task board using the Show Snoozed & Done task toggle. When enabled, snoozed and done tasks do not appear in the task columns.
Adding Mentions in Cephai
You can mention a user and alert them to a task that needs their attention. To tag a user in a task they need to view:
In the Task Center, click the task card.
Select the Mentions tab.
Click within the Mention a colleague search bar to search for and select the user(s).
Click Confirm. Tagged users will see a red bell icon at the top of the screen when they have been tagged. Clicking the bell icon displays your Unread and Previously Read notifications.
Clicking an unread notification marks it as read. You can also click Mark all as read to mark all at once.
Read notifications are removed after seven days.
Viewing Task History in Cephai
You can view a system-generated log of actions taken on the task by clicking the History tab on a task card.
Linking to Task Creation in Cephai
Click Copy Link on the task creation slide-out to link another Cephai user directly to the task creation workflow. The shareable URL is generated and copied to your clipboard automatically — paste it into messages, emails, or anywhere else.