Managing Tasks in Cephai Hub
Managing Tasks in Cephai Hub
The Task Center is the landing page for Cephai Hub and the central hub for community managers to view in-progress work and launch Cephai Hub agents to create new Budgets and Board Packets.
Note: The Cephai Hub Task Center is not integrated with tasks in the Portfolio Module within CINC Accounting and focuses solely on Cephai Hub tasks. We are considering how to expand the functionality and integration between CINC solutions in the future.
Viewing Tasks in the Cephai Hub Task Center
The Task Center is the default screen after logging into Cephai Hub 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 Hub 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.
From the task details popup, you can click Proceed to Budget to launch the corresponding Cephai Hub agent.
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.
