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

build/agents/give-your-agent-tasks/task-overview.mdx

@@ -39,10 +39,10 @@
 
 The Task list has a filter builder for narrowing down to exactly the Tasks you need. You can filter by:
 
 - **Status** — Task state like Running, Completed, Paused, or Timed out
 - **Agent** — Tasks from a specific Agent
 - **Tool usage** — which Tools the Task used
 - **Errors** — failure type: **Agent has errored** (the Agent itself stopped on an error) or **Has active tool failures** (a Tool failed mid-run, even if the Agent kept going)
 - **Metadata, date, and more** — custom fields, time range, who triggered the Task, and other conditions
 
 Combine the two error filters to catch every kind of failure, including Tool failures that never surfaced as an obvious error.
@@ -50,3 +50,5 @@
 ## Viewing Tasks across all your Agents
 
 The views above each focus on a single Agent or Workforce. To monitor and troubleshoot every Task across all your Agents and Workforces from one place, head to the [Tasks page](/build/agents/give-your-agent-tasks/tasks-page). It's where you triage escalations, errors, and approvals, and act in bulk when a whole group needs the same fix. Selecting any Task there opens the same conversation (its messages and Tool runs) in a side panel.
+
+That page also offers three grouping modes — **All**, **By agent**, and **By workforce** — so you can organize the cross-workspace view by the structure that makes most sense for what you're looking for. In the grouped views, expanding a row drills into that Agent's or Workforce's individual Tasks. See [Grouping views](/build/agents/give-your-agent-tasks/tasks-page#grouping-views).

build/agents/give-your-agent-tasks/tasks-page.mdx

@@ -14,15 +14,34 @@
 Each Task is a single run of work (a conversation or workflow) carried out by an Agent or Workforce. For what a Task is and how to read one, see [Tasks](/build/agents/give-your-agent-tasks/task-overview).
 </Note>
 
-## Tabs
+## Status tabs
 
-The page is split into tabs:
+The page is split into status tabs:
 
 - **Approvals** — Tasks waiting on your approval before they can continue.
 - **Escalated** — Tasks the Agent paused on to ask you a question.
 - **Errors** — Tasks that hit a Tool failure or runtime error.
 - **All tasks** — every conversation across your Agents and Workforces.
 
+## Grouping views
+
+Within any status tab, you can switch how Tasks are grouped using the grouping tabs above the Task list:
+
+- **All** — a flat list of every Task across all Agents and Workforces, ordered by recency.
+- **By agent** — Tasks grouped by the Agent that ran them, so you can compare load and status per Agent at a glance.
+- **By workforce** — Tasks grouped by Workforce. Each Workforce row expands to show its member Agents as sub-rows, giving you a hierarchical view from Workforce down to individual Agent.
+
+The **By workforce** grouping complements the per-Workforce Task view available inside each Workforce builder — use it when you want a single cross-workspace view organized by team structure rather than per-Agent.
+
+### Drilling into an Agent's Tasks
+
+In the **By agent** view, each row represents one Agent. Click the expand chevron on an Agent row to open a nested sub-table of that Agent's individual Tasks.
+
+- The sub-table shows up to 25 Tasks at a time. If more Tasks match the current filters or search, a **Show more** button at the bottom loads the next page.
+- Clicking any Task row in the sub-table opens the full Task detail drawer, where you can review conversation history, Tool usage, outputs, and errors.
+- Filters and search applied to the parent view carry through to the sub-table, so only matching Tasks appear.
+- While Tasks are loading a spinner is shown. If the fetch fails, an error message replaces the list. If the Agent has no Tasks matching the current filters, the sub-table shows "No tasks to show".
+
 ## Bulk actions
 
 When you open a Task, the page checks for other Tasks from the same Agent in the same state and surfaces a bottom sheet so you can act on the whole group at once.
@@ -30,7 +49,7 @@
 Available bulk actions:
 
 - **Approve** or **Reject** pending approvals.
 - **Rerun** errored Tasks from the failing step.
 
 A confirmation modal shows how many Tasks will be affected before anything is sent.
 

build/workforces/workforce-features/workforce-task-view.mdx

@@ -13,7 +13,7 @@ To access the Workforce Task View:
 
 ## Key Features
 
-### Real-Time Task Monitoring
+### Real-time task monitoring
 
 Track the status and progress of all tasks being handled by your workforce in real time. The Task View provides a comprehensive overview of:
 
@@ -22,7 +22,7 @@ Track the status and progress of all tasks being handled by your workforce in re
 - Tasks awaiting approval or human intervention
 - Failed tasks that require attention
 
-### Manual Trigger Activation
+### Manual trigger activation
 
 Initiate workflows directly from the Task View interface:
 
@@ -33,7 +33,7 @@ Initiate workflows directly from the Task View interface:
 
 This functionality allows you to test workflows, handle one-off requests, or manually start scheduled processes when needed.
 
-### Approval Management
+### Approval management
 
 The Task View serves as your central hub for managing approvals within your workforce:
 
@@ -44,7 +44,7 @@ The Task View serves as your central hub for managing approvals within your work
 
 This approval system ensures quality control while allowing your workforce to operate autonomously when appropriate.
 
-### Conversation History
+### Conversation history
 
 Access complete conversation histories and task logs for comprehensive tracking:
 
@@ -57,7 +57,7 @@ Access complete conversation histories and task logs for comprehensive tracking:
 [Visual Data Masking](/build/agents/build-your-agent/agent-settings/visual-data-masking) can be enabled to protect sensitive information like email addresses, phone numbers, and credit card numbers in conversation histories when reviewing tasks with your team or during screen sharing.
 </Note>
 
-### Task Timeline
+### Task timeline
 
 The Task View provides a chronological timeline of all activities, giving you visibility into:
 
@@ -69,16 +69,28 @@ The Task View provides a chronological timeline of all activities, giving you vi
 
 ## Working with the Task View
 
-### Monitoring Multiple Tasks
+### Monitoring multiple tasks
 
 The Task View allows you to monitor multiple concurrent tasks across your workforce:
 
 1. Tasks are organized chronologically with the most recent at the top
 2. Use filters to focus on specific task types, agents, or statuses
-3. Expand individual tasks to see detailed information
+3. Switch to the **By agent** grouped view to group tasks by the agent that ran them, then expand any agent row for its individual tasks
 4. Toggle between different workforces if you have multiple configured
 
-### Handling Escalations
+#### By agent grouped view
+
+The **By agent** grouped view organizes the task list by agent rather than chronologically. Each row represents one agent and shows a summary of that agent's task activity.
+
+Click the expand chevron on any agent row to open a nested sub-table of that agent's individual tasks. The sub-table shows up to 25 tasks at a time; if more match the current filters, a **Show more** button loads the next page. Clicking any task row opens the full task detail drawer, where you can review conversation history, tool usage, outputs, and errors.
+
+Filters and search active in the parent view carry through to the sub-table, so only matching tasks appear. While tasks are loading a spinner is shown, a failed fetch shows an error message in place of the list, and an agent with no matching tasks shows "No tasks to show".
+
+<Note>
+To group tasks by Workforce instead, use the global [Tasks page](/build/agents/give-your-agent-tasks/tasks-page#grouping-views). Its **By workforce** grouping organizes tasks by Workforce with expandable rows showing each member Agent — useful for a workspace-wide picture without switching between individual Workforce Task views.
+</Note>
+
+### Handling escalations
 
 When agents escalate issues requiring human attention:
 
@@ -88,7 +100,7 @@ When agents escalate issues requiring human attention:
 4. Provide guidance, additional information, or take over the task as needed
 5. Once resolved, the agent can continue processing or the task can be marked complete
 
-### Approval Workflows
+### Approval workflows
 
 For tasks configured to require human approval:
 
@@ -101,14 +113,14 @@ For tasks configured to require human approval:
 
 ## Best Practices
 
-### Organizing Your Task View
+### Organizing your task view
 
 - Use clear naming conventions for your triggers and agents to easily identify tasks
 - Configure appropriate approval thresholds to balance autonomy and oversight
 - Set up notification preferences to stay informed of critical tasks
 - Archive completed tasks regularly to maintain a clean interface
 
-### Effective Monitoring
+### Effective monitoring
 
 - Check the Task View regularly for items requiring attention
 - Use filters to focus on high-priority tasks or specific workflows
@@ -131,3 +143,4 @@ If you encounter issues with tasks in the Task View:
 - [Approvals and Escalations](https://relevanceai.com/docs/build/agents/customise-agent/escalate): Set up detailed approval workflows and escalation paths for your agents
 - [Workforce Builder](https://relevanceai.com/docs/build/agents/customise-agent/subagents): Design and configure your multi-agent workforce with visual tools
 - [Visual Data Masking](/build/agents/build-your-agent/agent-settings/visual-data-masking): Protect sensitive information in conversation histories
+- [Tasks page](/build/agents/give-your-agent-tasks/tasks-page): Monitor and act on tasks across all Agents and Workforces from a single view, including the **By agent** and **By workforce** grouping tabs