How do I assign myself a task from my workspace, and finish it?

Your task list on the Workspace tab is where you pick up work. Opening a task on it assigns it to you, starts your timer, and pulls its conversation and record onto your screen. Finishing it, or unassigning it, clears the way for your next pick.

Open a task

1. Open TMS, then the Workspace tab.
2. Click a card in your list.
3. It becomes your active task straight away: your task list tucks itself out of the way, and the conversation, the customer's record and your controls fill in with this customer's details. The clock in your controls starts counting automatically, you don't start it yourself.

If you were already on a break, at lunch, in training or another status when you open it, Peakify checks first. You'll see a message like "You're on Break. End it and start working on this task?", confirm it and your break ends and your working time starts.

All and Overdue

Above your list, All and Overdue chips show how many tasks are in each. A task counts as overdue when it's past its own due date, or when the customer hasn't been touched in more than 48 hours, the same 48-hour mark that turns the "Last touched" chip on a card red (it turns amber after 24 hours).

Due dates use your business's time zone

Every due date, on a task card, in the Tasks tab and in the Journey tab, is shown as a day in your business's time zone (Settings, General), the same way the Calendar shows it. A task due late on the 16th your time says the 16th for everyone on your team, wherever they are. When the day is today or tomorrow, the date starts with Today or Tomorrow.

Finish a task

1. In your controls, write what you did and what happens next in the Add Notes box, it's required.
2. Click Complete Task.

It saves that note against the customer's record, and moves them on to the next stage of your pipeline automatically if your organization has that set up. Your task list refreshes and the screen clears for your next pick.

Give it to someone else, or send it back

Every task carries an Assign control showing who has it now. Open it to:

• Give it to yourself or a teammate. Pick a name and the task moves to them straight away; they get a notification, and their timer starts the moment they open it, not when you picked them.
• Give it to your AI teammate. Only offered for a step it's set up to work. It drafts the step and a Needs-you item tells you when it's ready for your review, or if it couldn't finish after three tries.
• Unassign it. Click Unassign, optionally write a note (saved to the customer's notes) and pick a follow-up date, and tick "I could not reach the customer" if that's why. The task goes back into the same stage of your pipeline, for anyone (possibly you again later) to pick up; it never moves the customer backward or forward.

Giving a task to someone else needs an organization admin, or you have to be the one currently assigned to it.

A snoozed customer

Setting a follow-up date when you unassign a task sets that customer's follow-up date, and they show as Snoozed until then, out of everyone's queue. Team management sets that same date two other ways: a follow-up date typed straight onto the customer's Details tab, or a direct snooze against their record. However it was set, it ends early the moment the customer sends you a message on any channel, text, email, chat, a call, whatever they use. They come straight back into the queue instead of waiting for the date you picked. A private note your own team leaves on their record doesn't count, since nobody actually heard back from them, and neither does a recording attached from a meeting you held, since that's your side speaking, not theirs. A customer who has gone quiet long enough to be marked dormant stays dormant either way, only the snooze itself ends.

If you forget about an assigned task

A task assigned to you goes back to the queue automatically in three cases:

• You sign out of Peakify.
• Your shift ends, see How do I end my day in Team management?
• You have had it assigned for 8 hours. Your organization can change that number in its queue settings.

Nothing else sends it back. Being idle, on a phone call, working in another Peakify screen like the inbox, closing the tab or your laptop going to sleep all leave the task assigned to you, so you never lose work you're in the middle of.

This kind of automatic release is recorded separately from unassigning it yourself, it is never counted against you the way choosing to unassign is.

"Previously attempted" on a card

A card that has been through somebody's hands before says so, either "Previously attempted by <name> (<n> times)" when a person unassigned it, or just "Previously attempted (<n> times)" when it was released automatically and there is no person to name.

Right underneath, the latest unassign's reason shows too, in a short form built from the word you'd expect, like "Client unreachable" or "Other", and if whoever unassigned it wrote a note, it's quoted right after, in their own words. A long note is cut short with the full text available by hovering over it. Neither the reason nor the note shows for a task released automatically because nobody was on shift to work it, since no person's reason sits behind that kind of release.

It is context, not a warning. It tells you this one has already been tried, so you can read the notes before you start rather than repeating what somebody already did.

A card marked "AI couldn't finish, needs a person" is a step the AI was set to do. It tried three times without usable work and handed it over, so it is yours to finish like any other task. The same words show on that task in the customer's Tasks tab.