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docs: consolidate Task grouping views (replaces #723, #726, #731) - #739

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docs: consolidate Task grouping views (replaces #723, #726, #731)#739
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Summary

Consolidates the three open PRs documenting Task grouping views into one change. Branched from main.

  • build/agents/give-your-agent-tasks/tasks-page.mdx — renames ## Tabs to ## Status tabs, adds ## Grouping views (All / By agent / By workforce) and a ### Drilling into an Agent's Tasks subsection.
  • build/agents/give-your-agent-tasks/task-overview.mdx — mentions the three grouping modes with a link to the new section.
  • build/workforces/workforce-features/workforce-task-view.mdx — replaces the vague "Expand individual tasks to see detailed information" bullet with a #### By agent grouped view subsection, cross-links the global By workforce grouping, adds a Related Features entry, and applies docs: Add By Agent grouped view with drill-down functionality (TSP-1345) #723's sentence-case heading cleanup.

Replaces these PRs (now closed)

PR What it covered Status here
#723 By agent grouped view on task-overview.mdx + workforce-task-view.mdx, sentence-case heading fixes Folded in — heading cleanup kept
#726 By agent grouped view on tasks-page.mdx + workforce-task-view.mdx, sub-table states Folded in — its wording is the base for both sections
#731 Status tabs rename, Grouping views section, By workforce grouping Folded in, minus the early-access note

#723 and #726 both added a near-identical By-agent section to workforce-task-view.mdx, and #731 touched two files each of them also touched. Merging them as-is would have produced two copies of the same section on one page.

Correction applied

Dropped #731's early-access caveat on By workforce. It read: "The By workforce grouping is currently available to early-access users. If you don't see it, it hasn't been enabled for your account yet."

taskops-by-workforce-grouping-fe is at 100% rollout with no cohort or property conditions, so the caveat is stale and would tell every reader a working feature might not be there.

Verified as accurate and kept

  • 25 tasks per sub-table pageTASKS_FOR_GROUP_PAGE_SIZE = 25 in useTasksForGroup.ts. (Note the group list itself pages at 50; only the nested sub-table is 25.)
  • Cursor-based pagination behind Show more — opaque next_cursor threaded into subsequent pages.
  • "No tasks to show" — exact empty-state string.
  • Loading spinner and inline error stateTaskListErrorState.vue; a failed page fetch keeps cached rows and surfaces the error inline.
  • Three grouping modes is correct today. taskops-by-approval-grouping-fe and taskops-by-error-grouping-fe both exist but are at 0% rollout, so All / By agent / By workforce is the complete list users see. Worth revisiting when either moves.
  • By agent is at 100% (taskops-by-agent-grouping-fe), so it needs no caveat.

Scope note

The By workforce row expanding to show member Agents as sub-rows comes from #731 and is consistent with the workforce_agent group type in the task-list definitions, but I did not verify its sub-row paging behaviour the way I did for By agent. The 25-task and Show more details are deliberately scoped to the By agent view only.

Test plan

  • Mintlify preview renders the new Grouping views section and the #### By agent grouped view subsection
  • /build/agents/give-your-agent-tasks/tasks-page#grouping-views resolves from both other pages
  • Only one By-agent section exists on workforce-task-view.mdx
  • Renamed headings render and the page TOC still reads sensibly

Folds #723, #726 and #731 into one change. #723 and #726 were
near-identical By-agent sections in the same file. Drops #731's
early-access caveat: taskops-by-workforce-grouping-fe is at 100%.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
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