> ## Documentation Index
> Fetch the complete documentation index at: https://docs.marketer.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Chats and tasks
> Find a prior conversation or recent task, understand each row, and reopen the correct source record.
**Chats and tasks** is the combined history for conversation threads and recent agent work. It helps you answer two different questions from one list: “Which conversation established the context?” and “Which task owns the execution state?”
## Open Chats and tasks
The page is intentionally not a permanent sidebar destination. Reach it in any of these ways:
* In the sidebar **Recents** group, use the arrow action whose label is **Open chats and tasks**.
* Open the command palette and search for **Chats and tasks**.
* Open [Chats and tasks](https://app.marketer.com/dashboard/chat/all) directly.
The **Recents** filter itself offers **Recent**, **Chats**, and **Tasks**. Use it for a quick return; use **Open chats and tasks** for the searchable full page.
The fixed sidebar row is hidden in the current navigation. The page remains supported and reachable through Recents, the command palette, and its URL.
## Use the page controls
The header shows **Chats and tasks** and a **New chat** action. The list offers:
* **All** for conversations and tasks together
* **Chats** for conversation threads only
* **Tasks** for recent agent work only
* **Search chats and tasks…** for a title search
Search matches the visible chat or task title. It does not search message bodies, attachments, outputs, or task transcripts. Rows are ordered by their latest update, so a recently changed task can move above an older conversation.
Select **New chat** when the new request should not inherit a prior thread's context.
## Read a chat row
A chat row can show:
* The conversation title
* **Archived** when the thread is archived
* **Started by *email*** when the starter is known
* The relative time of its latest update
Select the row to open the complete conversation. Use the thread to recover:
1. The original request and attachments
2. Later scope or authority changes
3. Questions and submitted answers
4. Proposals and recorded choices
5. Attached tasks and final outputs
Continue the thread when the next request relies on those records and decisions. Start a new chat when the objective, source-of-truth record, provider account, or authority boundary has materially changed.
## Read a task row
A task row can show:
* The specialist or task identity
* The task title
* The run kind
* The current status
* The relative time of its latest lifecycle change
The compact status can be **Running**, **Waiting for you**, **Done**, **Failed**, or **Canceled**. Select the row to open its reload-safe Activity run detail, not the surrounding conversation.
The **Tasks** view covers recent agent work from the last 7 days. For older work, use **Activity** and its **Full history** filters.
## Choose chat or task deliberately
| You need to know… | Open |
| --------------------------------------------------------------- | ------------------------------------------------------------------ |
| What did we ask? | The chat |
| Which campaign, product, brief, creative, or file was attached? | The chat |
| What clarification or proposal decision did we give? | The chat |
| Is work still running or waiting? | The task |
| Which step or specialist owns progress? | The task, then **Agents** |
| What output did the run produce? | The task's **Outputs**, then the owning product surface |
| Did a connected object actually change? | The task or approval receipt, then the owning surface and provider |
One conversation can contain several tasks. One task row represents one selected run. Match titles, timestamps, and attachments rather than assuming the newest row belongs to the request you remember.
## Hand off work to another member
Send the conversation when the reviewer needs the request and decision history. Send the task detail when they need execution status or output.
In the latest chat message, summarize:
1. The current objective
2. The attached records and date window
3. The accepted result or proposal
4. The linked task and its status
5. The next decision and verification surface
The recipient can then move from the request to the task and final object without reconstructing the flow from screenshots.
## Troubleshooting
Open the full **Chats and tasks** page. Recents is a compact merged list and may not include the older item you need.
Search the displayed title rather than message text. Switch between **All**, **Chats**, and **Tasks**, or use Activity for older task history.
Open **Activity** and use **Full history**, its search, date range, source, and agent filters.
Open the row to review it. Treat old scope and time-sensitive facts as historical, and restate the current boundary before continuing.
Open the task detail and compare its specialist, created or updated time, originating conversation, and output. Do not answer or stop a run until those match.
## Next step
Reconstruct the complete request, receipt, and current-object chain.
Resume, stop, recover, and verify the selected task.
Use Activity to inspect current and historical execution records.
Start clean when old context should not shape the request.
## Related topics
- [Chat and context](/working-with-marketer/chat-and-context.md)
- [Task control and recovery](/working-with-marketer/task-control-and-recovery.md)
- [Tasks and activity](/working-with-marketer/tasks-and-activity.md)
- [Answers, tasks, and proposals](/working-with-marketer/answers-tasks-and-proposals.md)
- [Navigation and Quick actions](/working-with-marketer/navigation-and-quick-actions.md)