User Guides
Task Management & Human Approval Gates Guide
Learn how Septra's task board and human-in-the-loop approval gates keep you in full control of ad budget changes, social publishing, and CMS updates.
Learn how Septra manages autonomous task execution, structured initiatives, and human-in-the-loop approval gates. Understand how tasks move from planning to live execution with complete risk control.
---
1. The Task Board Architecture
Navigate to Tasks (/tasks) in your workspace sidebar:
- Kanban Board & List Views: Organize work across four distinct lifecycle stages:
- Todo: Scheduled or newly created tasks awaiting agent assignment or scheduled trigger.
- In Progress: Actively being researched, analyzed, or drafted by an AI agent.
- In Review (Approval Gate): The agent has completed the work and is awaiting your review before performing any live action (e.g. ad spend adjustment, social post, or CMS publish).
- Done: Approved and successfully executed tasks with historical audit logs.
---
2. How Human Approval Gates Protect Your Business
Septra enforces a strict Safety-First Principle:
- Read Actions Are Autonomous: Auditing data, computing analytics, generating draft copy, and creating reports happen automatically without interruption.
- Write & External Actions Require Human Approval: Actions that impact your live budget, public brand reputation, or code repository are automatically paused in In Review:
- Adjusting ad campaign budgets or pausing keywords in Google Ads.
- Publishing live social updates to LinkedIn or Instagram.
- Publishing blog posts or content edits to your CMS.
- Merging or pushing Pull Requests to GitHub.
---
3. Reviewing, Approving & Rejecting Tasks
When a task enters In Review:
- Click the task card to open the Task Detail Modal.
- Review Deliverable Artifacts: Inspect generated copy, data tables, visual creatives, or proposed budget changes.
- Execution Options:
- Approve: Dispatches the action to the external platform immediately.
- Provide Feedback: Add a comment or instructions for the agent to revise the deliverable.
- Reject / Dismiss: Cancels the proposed action without modifying external accounts.
---
4. Projects & Campaigns Organization
For multi-step initiatives:
- Go to Projects (
/projects) to group related tasks into strategic initiatives (e.g. *Product Hunt Launch*, *Q4 Black Friday Campaign*, or *Odoo Financial Audit*). - Filter tasks by project to monitor overall completion percentage and agent milestones.