# Tasks & processes overview

> Understand how task types, process definitions, stages, fields, layouts, assignments, and tasks fit together.

URL: https://www.agencytitan.com/help/tasks/overview/

The **Tasks** area is where your team finds and completes repeatable work. Each task follows a task type that defines its stages, fields, and layout.

## How task types and tasks relate

AgencyTitan stores a task type as a **process definition**. The creation form calls it **Process Type**.

| Part | What it controls |
| --- | --- |
| **Process definition** | The reusable setup for one type of work, including its name, stages, fields, layouts, and defaults. |
| **Stage** | One step of the work. A stage can show its own fields, assignment, status, dates, and completion action. |
| **Field and layout** | The information a task stores and where that information appears while someone works a stage. |
| **Task** | One live item of work created from the process definition. It has its own values, assignments, status, and progress. |

For example, a client-request process can have **Intake**, **Execution**, and **Communicate Request Completion** stages. Each request created from it is a separate task.

:::note[One definition, many tasks]
Changing a task updates that task. Changing the process definition changes the reusable setup used by tasks; it does not turn all tasks into one shared record.
:::

## Where to work and where to configure

- Open **Tasks** ([/tasks/active](https://app.agencytitan.com/tasks/active)) to create, find, assign, and work tasks.
- Select a process in the Tasks sidebar to see tasks of that type.
- Open a task to work its current stage and update its values.
- Open **Settings**, then **Tasks & Processes**, then **Processes** ([/settings/processes](https://app.agencytitan.com/settings/processes)) to review the reusable definitions, stages, fields, and layouts when you have access.

![Process task list grouped by current stage, with table controls and task rows](/docs/screenshots/tasks-processes-v2/tasks-client-request-overview.png)

## From creation to completion

1. A team member selects **New Task** and chooses a **Process Type**.
2. AgencyTitan creates the task from that process definition.
3. The task opens in its current stage with the fields and layout configured for that stage.
4. Team members enter values, update assignment and status, and use the stage's completion action.
5. The task moves through its remaining stages until the work is complete.

Tasks can link to a client when the process requires one. They can also link to tickets so customer conversations and delivery work remain connected.

## Guides in this category

## Related articles

- [Core Concepts](https://www.agencytitan.com/help/getting-started/core-concepts/): Learn the AgencyTitan product model: workspace, clients, tasks, tickets, escalations, chat, SOPs, training, views, automations, programs, and settings.
- [Clients overview](https://www.agencytitan.com/help/clients/overview/): Understand the Clients list, client record anatomy, Client Profile templates, Info Sheets, notes, programs, tasks, and tickets.
- [Tickets overview](https://www.agencytitan.com/help/tickets/overview/): How the Tickets inbox, ticket conversations, assignment, statuses, inboxes, routing rules, and reply templates fit together.
- [Escalations overview](https://www.agencytitan.com/help/escalations/overview/): Understand Escalations, how they differ from tickets and tasks, and how the inbox, statuses, and linked records fit together.