> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/field-operations/tasks/the-tasks-inbox-folders-status-filters-and-search.md). # The Tasks inbox: folders, status filters, and search The Tasks page is organized into folders down the left side, each holding a kind of follow-up work. Recurring Services covers responses to your service reminders, split into Approved, Declined, Ask Someone Else, Email Bounced, Unanswered, and Custom. Quotes holds Signed, Email Bounced, and Unanswered quotes. Jobs groups completed and incomplete visits, such as Complete (Ready to Invoice), Complete (No Invoice Needed), Incomplete (Needs Another Visit), Missing Summary, and Never Clocked In. Invoices covers Email Bounced, Overdue, and Payment Failed. Deficiencies and Service Requests each have a single All view. The folder counts show open tasks, not ones already done. Quotes and Invoices appear only if you have permission to see them, and Service Requests appears once your website or Customer Portal request form has been published. Across the top of the list are status filter pills, one per status, each showing its name and a count. Click a pill to show or hide that status, and you can have several active at once to combine views. Above the list is a search box that matches on address, name, email, and custom fields, so you can jump to a specific task without scrolling. The list loads more tasks as you scroll to the bottom. The page remembers where you work. The folder you picked last is the one you land in the next time you open Tasks, and the folders you expanded in the left-hand list stay expanded, so you don't have to reopen them every visit. This is remembered per browser, so a different computer starts fresh. Opening a task from a link — a notification, or a property's task list — still takes you straight to that task, without changing the folder you normally come back to. ![Tasks inbox](/files/3y6GXIbXf2YlCFCg2xaw) > **Where to find it:** The Tasks page. A folder list runs down the left side, status filter pills sit across the top of the list, and a search box sits above the tasks themselves. ## Related guides * [How tasks are created and organized](/field-operations/tasks/how-tasks-are-created-and-organized.md) * [Task folder and subfolder meanings](/field-operations/tasks/task-folder-and-subfolder-meanings.md) * [What creates Deficiencies tasks](/field-operations/tasks/what-creates-deficiencies-tasks.md) * [What creates Invoices tasks](/field-operations/tasks/what-creates-invoices-tasks.md) * [What creates Jobs tasks (and moving them between folders)](/field-operations/tasks/what-creates-jobs-tasks-and-moving-them-between-folders.md) * [What creates Quotes tasks](/field-operations/tasks/what-creates-quotes-tasks.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/field-operations/tasks/the-tasks-inbox-folders-status-filters-and-search.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.