Tasks
1. Overview
The Tasks module in Sumo Ledger provides a centralized view of all pending and completed tasks generated by configured processes. Tasks are work items that arise when transactions pass through process stages — for example, a financial statement process may generate tasks for review, approval, or data entry.
The Tasks module serves as a task queue and monitoring dashboard, giving administrators and operators visibility into processing backlogs, completion rates, and individual task statuses.
Navigation: Tasks (main sidebar menu)
URL: https://las.ledger.raralabs.dev/tasks
2. Tasks Overview Page
The overview page provides a high-level summary of task activity across all processes.
2.1 Tasks Volume Trend
A bar chart that displays the volume of tasks over time. The x-axis shows dates and the y-axis shows the count of tasks processed on each day. This helps identify spikes in activity or processing backlogs.
2.2 Process Summary Table
Below the chart, a table summarizes task counts for the Last 30 Days with the following columns:
| Column | Description |
|---|---|
| Process | The name of the process that generated the tasks (e.g., financial_statement, payday_data, master_data). Clicking a process name navigates to the task list for that process. |
| Pending | The number of tasks still awaiting action. |
| Completed | The number of tasks that have been processed/completed. |
| Total Tasks | The total number of tasks generated by that process in the last 30 days. |
3. Process Task List
Clicking on a process name in the summary table opens the detailed task list for that process.
3.1 Page Header
The breadcrumb shows Tasks > [process_name] (e.g., Tasks > financial_statement).
3.2 Filters and Actions
| Element | Description |
|---|---|
| Date Range | A date range filter (e.g., 2026-06-13 to 2026-07-13) that controls which tasks are displayed. |
| Import (.csv) | Allows you to import tasks from a CSV file. |
| + Initiate Transaction | Opens a form to manually initiate a new transaction for this process. |
3.3 Volume Trend Chart
A bar chart showing task volume over the selected date range, specific to this process.
3.4 Task Input Tabs
Tasks are organized by input stages (e.g., input1). Each tab shows tasks associated with that input stage.
3.5 Task List Table
Within each tab, a searchable table displays individual tasks with the following columns:
| Column | Description |
|---|---|
| Ref ID | A unique reference identifier for the task. |
| parser_config_id | The ID of the parser configuration used to process the task input. |
| response_id | The ID of the response generated by the task. |
| Status | The current status of the task (e.g., Initial, Completed, Rejected). |
| Actions | Action buttons: View (view task details), MAKE (approve/execute the task), Reject (reject the task). |
The table also supports Options for column visibility and a View toggle for layout preferences.
Note: The columns displayed may vary depending on the process configuration and the fields defined in the process's input stage.
4. Task Detail View
Clicking View on any task opens the task detail page.
4.1 Left Panel — Task Timeline
A collapsible sidebar showing tasks grouped by date (e.g., 2026/07/08 (1), 2026/07/07 (6)). The number in parentheses indicates the count of tasks created on that date. You can use Filter and Search to narrow down the list.
4.2 Right Panel — Task Information
The detail panel is divided into two sections:
Basic Information:
| Field | Description |
|---|---|
| Task Name | The name of the input stage (e.g., input1). |
| Process | The process that generated this task. |
| Status | The current status (e.g., Initial, Completed). |
| Created At | The date the task was created. |
| Ref ID | The unique reference ID for this task. |
Other Info:
| Field | Description |
|---|---|
| Approval Process | The approval workflow applied to this task (e.g., AUTO_APPROVAL, MAKER_CHECKER). |
| Maker | The user who created or submitted the task, shown as username/level. |
| Approval #1 | The first-level approver. |
| Approval #2 | The second-level approver. |
Params: Displays the parameters associated with the task (e.g., parser_config_id, response_id) and any items linked to the task.
5. Task Actions
5.1 MAKE (Approve)
Clicking MAKE on a task in the list executes or approves the task. This advances the task through its approval workflow. Depending on the process configuration, the task may require multiple levels of approval before being fully completed.
5.2 Reject
Clicking Reject rejects the task. The task status changes to Rejected and no further processing occurs for that task.
5.3 Initiate Transaction
Clicking + Initiate Transaction allows you to manually create a new transaction for the selected process. This is useful for ad-hoc entries or testing.
5.4 Import CSV
Clicking Import (.csv) lets you bulk-import tasks from a CSV file. The CSV format should match the input fields expected by the process.
6. Best Practices
- Monitor the overview page regularly. The volume trend and pending counts help you spot processing bottlenecks before they become critical.
- Use date range filters to focus on relevant periods. This helps when investigating specific batches or timeframes.
- Review tasks before approving. Always click View to inspect task details before using MAKE or Reject.
- Use CSV import for bulk operations. When you need to process many tasks at once, importing from CSV is faster than manual entry.
- Track approval workflows. The Other Info section on each task shows the approval chain. Ensure the right approvers are assigned in your process configuration.