docs: Add checkbox-based task selection to bulk actions documentation (TSP-1247)

[claude]

Summary

• Adds a new Bulk task operations section to the Workforce Task View page documenting: individual checkbox selection, select all/clear all controls, the three available bulk actions (approve, reject, rerun) with per-button task counts, and the confirmation modal that shows selected tasks by name and creation date before executing.
• Updates the Monitoring Approvals in Workforce Task View section in the Approvals and Escalations page with a note that multiple approvals can be handled at once, and a cross-reference link to the new section.

Implements documentation for PR #14772.

Linear issue: https://linear.app/relevance/issue/TSP-1247/

Test plan

• Verify the new section renders correctly in the Mintlify preview
• Confirm the anchor link #bulk-task-operations resolves correctly from the approvals page
• Check sentence case on all headings and titles
• Confirm no banned words used

[linear]

TSP-1247

[github-actions]

🎯 Vibe check

Reviewed: 2 files (2 with issues, 0 clean)

Scores

	Dimension	Score	What's holding it back
🔴	Consistency	3/10	Systemic heading sentence case violations — 13 in approvals-and-escalations.mdx, 13 in workforce-task-view.mdx. Every multi-word heading in both files is in title case instead of sentence case.
🟡	Technical clarity	6/10	Six links in "Related Features" sections use full https://relevanceai.com/docs/... URLs instead of root-relative paths (CLAUDE.md rule). Three of those URLs point to a customise-agent/ path that doesn't exist in the repo — likely broken.
🟢	Non-technical clarity	9/10	Both pages are clearly written. Concepts are defined before instructions, approval modes are well explained, and FAQs address real questions. No jargon dumps.
🟡	Structure	7/10	FAQs in approvals-and-escalations.mdx use a bold Q: A: pattern instead of <AccordionGroup>. approvals-and-escalations.mdx is a concept/feature-overview page with no closing CTA.

Score key: 🟢 9–10, 🟡 6–8, 🔴 1–5.

✨ Overall vibe: The content is solid — the bulk task operations section is particularly well done, and the approval modes are explained clearly. The main problem is purely mechanical: every heading in both files ignores sentence case, and the "Related Features" links are stale full-URL references that may be broken. Fix those two things and this is a clean pair of pages.

🔧 Issues (32)

approvals-and-escalations.mdx — heading sentence case (13)

• approvals-and-escalations.mdx:18 — ## Setting Up Approval Modes → ## Setting up approval modes
• approvals-and-escalations.mdx:22 — ### Auto Run → ### Auto run
• approvals-and-escalations.mdx:37 — ### Approval Required → ### Approval required
• approvals-and-escalations.mdx:51 — ### Let Agent Decide → ### Let Agent decide ("Agent" stays capped as a product term)
• approvals-and-escalations.mdx:65 — ## Monitoring Approvals in Workforce Task View → ## Monitoring approvals in Workforce Task View
• approvals-and-escalations.mdx:79 — ## Implementing Escalation Strategies → ## Implementing escalation strategies
• approvals-and-escalations.mdx:83 — ### Agent-Initiated Escalations → ### Agent-initiated escalations
• approvals-and-escalations.mdx:94 — ### Escalation Tools → ### Escalation tools
• approvals-and-escalations.mdx:102 — ### Escalation Monitoring → ### Escalation monitoring
• approvals-and-escalations.mdx:110 — ## Best Practices for Approvals and Escalations → ## Best practices for approvals and escalations
• approvals-and-escalations.mdx:114 — ### For Approvals: → ### For approvals:
• approvals-and-escalations.mdx:121 — ### For Escalations: → ### For escalations:
• approvals-and-escalations.mdx:128 — ## Related Features → ## Related features

approvals-and-escalations.mdx — links (3)

• approvals-and-escalations.mdx:130 — full URL https://relevanceai.com/docs/workforce-builder/edge-settings should be root-relative. The actual file is at /build/workforces/build-an-ai-workforce/edge-settings — the workforce-builder/ prefix doesn't match the current repo path.
• approvals-and-escalations.mdx:131 — full URL https://relevanceai.com/docs/workforce-builder/workforce-task-view should be /build/workforces/workforce-features/workforce-task-view
• approvals-and-escalations.mdx:133 — full URL https://relevanceai.com/docs/build/agents/customise-agent/escalate — no file matching customise-agent/escalate exists in the repo. Likely a broken link. Find the correct target before converting to root-relative.

workforce-task-view.mdx — heading sentence case (13)

• workforce-task-view.mdx:14 — ## Key Features → ## Key features
• workforce-task-view.mdx:16 — ### Real-Time Task Monitoring → ### Real-time task monitoring
• workforce-task-view.mdx:25 — ### Manual Trigger Activation → ### Manual Trigger activation ("Trigger" stays capped as a product term)
• workforce-task-view.mdx:37 — ### Approval Management → ### Approval management
• workforce-task-view.mdx:75 — ### Conversation History → ### Conversation history
• workforce-task-view.mdx:88 — ### Task Timeline → ### Task timeline
• workforce-task-view.mdx:100 — ### Monitoring Multiple Tasks → ### Monitoring multiple tasks
• workforce-task-view.mdx:109 — ### Handling Escalations → ### Handling escalations
• workforce-task-view.mdx:119 — ### Approval Workflows → ### Approval workflows
• workforce-task-view.mdx:131 — ## Best Practices → ## Best practices
• workforce-task-view.mdx:133 — ### Organizing Your Task View → ### Organizing your Task View ("Task View" stays capped as shorthand for the product feature)
• workforce-task-view.mdx:139 — ### Effective Monitoring → ### Effective monitoring
• workforce-task-view.mdx:156 — ## Related Features → ## Related features

workforce-task-view.mdx — links (3)

• workforce-task-view.mdx:158 — full URL https://relevanceai.com/docs/build/agents/customise-agent/flowbuilder — no flowbuilder file exists anywhere in the repo. Likely broken.
• workforce-task-view.mdx:159 — full URL https://relevanceai.com/docs/build/agents/customise-agent/escalate — same broken path as above; customise-agent/ doesn't exist.
• workforce-task-view.mdx:160 — full URL https://relevanceai.com/docs/build/agents/customise-agent/subagents — the subagents file exists but at /build/agents/build-your-agent/agent-settings/subagents, not the customise-agent/ path listed here.

🧩 Component suggestions (1)

• approvals-and-escalations.mdx:137–146 — The FAQ uses a bold **Q:** / **A:** pattern. CLAUDE.md calls for <AccordionGroup> for FAQ-style content. Each Q/A pair would become an <Accordion title="Can I set different approval requirements..."> with the answer as the body text. Four questions → four accordions.

🏗️ Page structure (1)

• approvals-and-escalations.mdx — No closing CTA. This is a concept/feature-overview page explaining what approvals and escalations are and how to configure them, so it warrants a "What's next?" section. Natural next steps: /build/workforces/build-an-ai-workforce/edge-settings (configure the edge connections where approval modes are set) and /build/workforces/workforce-features/workforce-task-view (monitor the approvals you've configured).

🔋 Credit usage

Item	Count
Files reviewed	2
Context pages read	1
Total lines processed	~408

Files read: approvals-and-escalations.mdx (146 lines), workforce-task-view.mdx (162 lines), agent-to-agent-configuration.mdx (100 lines — sibling page for contradiction check)

[jordanc-relevanceai]

Consolidated into #661 (Workforce Task View: bulk ops + timeline charts). Closing in favor of that PR.