> ## Documentation Index > Fetch the complete documentation index at: https://docs.thena.ai/llms.txt > Use this file to discover all available pages before exploring further. # Tasks > Actionable tasks. Account context maintained. ## Overview Tasks in Thena allow customer-facing teams to manage ongoing actions directly from each account. Whether you're setting up onboarding milestones, following up on escalations, or coordinating implementation timelines, tasks help you stay on top of what needs to happen—right from the account view. No separate tools. No disconnected workflows. Just everything in context. ## Key features ### Account-level task management Tasks live within each account, giving you: * A clear view of pending actions per customer * Visibility across tickets, notes, and tasks in a single pane * Cross-team collaboration without the back-and-forth Perfect for customer success, solutions, onboarding, and account management teams. ### Two powerful task attributes Thena supports two attributes for tasks by default: #### Task type Helps categorize the nature of the task. Default values include: * 👁️ Review * ✏️ Custom * ✅ Approval * 💬 Follow up You can add, remove, or rename task types as needed—and assign custom icons to each for visual clarity. #### Task status Tracks the progress of each task. Default statuses include: * ❌ Cancelled * 🔄 In progress * ✅ Completed * ⏳ Pending Admins can fully customize these values—change labels, assign icons, and tailor status flows to fit your team's process. ### Fully customizable with icons and color coding Every task type and status value can be: * Assigned a unique icon * Color-coded for quick recognition * Modified or deleted based on your evolving workflow * This gives you a rich, intuitive visual system without overcomplicating setup. ### Filter, automate, and notify Tasks aren't just static checklists—they're dynamic entities that power automation and visibility: * Filter tasks by type or status inside the account * Trigger workflows (e.g., reminders, escalations, handoffs) * Notify team members based on task conditions or updates * Set ownership, due dates, and priorities * Tasks become an operational layer that scales with your team. ## Use cases Track implementation steps during customer onboarding to ensure smooth adoption Assign and track action items from quarterly business reviews Review ticket patterns across strategic accounts to identify trends Manage custom solutions or integration timelines with clear ownership Create pre-renewal checklists to reduce churn and increase expansion ## Summary Tasks in Thena make account-level execution simple, structured, and scalable. With flexible attributes, icon support, and workflow integration, they bring clarity to customer operations and make sure nothing slips through the cracks. It's more than task tracking—it's intelligent execution, embedded directly in your customer workflow.