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docs: consolidated Workforce Task View docs (bulk ops + timeline charts)#661

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docs: consolidated Workforce Task View docs (bulk ops + timeline charts)#661
jordanc-relevanceai wants to merge 7 commits into
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consolidate/workforce-task-view

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This PR consolidates 3 drafter PRs that all add sections to the Workforce Task View page. Opened as draft for review before the source PRs are closed.

Source PRs (being closed in favor of this one)

Why consolidated

All three add sections to build/workforces/workforce-features/workforce-task-view.mdx and collide on merge. #647 and #630 both add timeline-chart content — shipped separately they'd scatter the charts across two competing sections. Consolidating keeps a single coherent Task View page.

Changes by source PR

#632 — TSP-1247

  • Adds a Bulk task operations section (checkbox selection, select all/clear, the three bulk actions with per-button counts, and the confirmation modal).
  • Adds a cross-reference + note to approvals-and-escalations.mdx.

#647 — TSP-1259

  • Adds a Task analytics and timeline charts section covering the Errors, Approvals, and Escalated timeline charts.

#630 — TSP-1244

  • Adds a To Review timeline chart (7-day daily counts of tasks needing review, hover/click-to-filter, TaskOpsMilestone2Fe flag).

Reconciliation note

github-actions Bot and others added 6 commits May 19, 2026 03:35
…k View

Adds a new Key Features subsection documenting the To Review Timeline Chart,
a 7-day bar chart showing daily counts of tasks requiring review. Includes
overview, quick-identify bullets, how-to-use steps, use cases, and a feature
flag note for TaskOpsMilestone2Fe.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
…umentation

Documents the new bulk task operations feature (PR #14772): individual checkbox
selection, select all/clear all, three bulk actions (approve/reject/rerun) with
task counts on buttons, and the confirmation modal with task name + date table.
Adds a cross-reference note to the approvals-and-escalations page.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Documents the new escalated tasks timeline chart on the Task View page,
alongside existing Errors and Approvals timeline charts, in a new
"Task analytics and timeline charts" section under Key Features.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
#647 added Errors/Approvals/Escalated timeline charts; #630 added a separate
To Review chart. Merged into one 'Task analytics and timeline charts' section
as a fourth subsection, matching the concise prose style (also fixes Title Case),
preserving the 7-day window, interactions, and TaskOpsMilestone2Fe flag note.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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mintlify Bot commented Jun 3, 2026

Preview deployment for your docs. Learn more about Mintlify Previews.

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relevanceai 🟢 Ready View Preview Jun 3, 2026, 9:49 AM

💡 Tip: Enable Workflows to automatically generate PRs for you.

taskops-milestone-2-fe is at 100% rollout (posthog flag 658590), so the
chart is effectively GA — removing the 'contact your account team if not
visible' caveat.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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