What are system tasks
System Tasks are tasks created automatically when AI suggests an update that needs your approval, such as a new stakeholder relationship. Each one is titled “Review AI suggestion” and sits in your task list, so you can review, approve or reject suggestions in one place. Suggestions set to auto-approve don’t create a System Task.
How to view system tasks
System Tasks can be viewed in the Tasks tab on a stakeholder record or in the Tasks module.
For more information on System Tasks on stakeholder records, see Manage Stakeholders.
Tasks module
Click the Tasks icon
on the left of the screen.The tasks list view will open.

AI suggestions: System Tasks display a purple icon, making them easy to tell apart from manual tasks, which show a black icon.
Priority and Due Date: These show “-” for System Tasks.
Assignee: System Tasks are assigned to the user who created the stakeholder record or to the relationship manager.

Accept or Reject: Hover over a system task and click the tick
icon to accept the suggestion or the cross
icon to reject it.Status: Shows as To Do while the suggestion is awaiting review, and Done once it's been actioned.

Filter by Type: Filter to show manual or System Tasks.

Bulk actions: Select multiple System Tasks to accept or reject them at once. You’ll be asked to confirm before rejecting in bulk.

For More Help
Contact our Customer Success Team or email [email protected]