Fix findings from the Tasks list

Work through the settings, coaching, and skills that fix what the Opportunities board finds, and track what's done.

Tasks turns what the Opportunities board finds into changes you can make. Each task is one fix, such as turning off fast mode, limiting reasoning effort, warning people before a message to an idle session, choosing a cheaper default model, or removing connectors nobody uses. Most tasks apply from Tokenize in a few clicks.

Who can do this: Admins. See Roles and permissions.

Open Tasks

Go to Opportunities in the sidebar and click Tasks. Overview is the Opportunities board. The Tasks row shows how many tasks are still to do once you've opened the page, and Opportunities shows a dot while any are waiting.

Tasks only appear for the AI tools your organization uses. If nothing needs doing, the page says "No tasks right now".

The task list

The list on the left works like an inbox:

  • A progress line at the top, such as "3 of 8 done".
  • Ongoing checks: things to review that don't have a single switch, such as stuck scheduled runs. They never count as done.
  • Tasks still to do, grouped by tool: All tools, Claude Code, Codex, Cursor, and Cowork.
  • Completed, closed by default. Click it to see finished tasks.

The $, $$, or $$$ beside each task shows its estimated savings: low, medium, or high. A single $ can also mean the savings weren't estimated. Hovering it then shows "Savings not estimated".

Read a task

Click a task to open it. You see:

  • What Tokenize found and what the fix does.
  • Estimated savings for the last 30 days, or Spend on this problem when Tokenize can't estimate savings.
  • People and Sessions affected.
  • Why am I seeing this?, which explains how the problem costs money and lists anything else that was flagged.
  • Users and Sessions, the people and example sessions behind the task. Click a session to open it. See Sessions.

Apply a fix

The button at the top right of a task applies it. What it opens depends on the fix:

  • A setting. Pick the value and click Save for N devices. The setting reaches every computer running the Tokenize desktop app and "Applies in a few minutes." See Install on your computer.
  • A warning in the AI tool, such as idle session warnings or large session warnings. Turn on Everyone, or open Choose teams to turn it on for some teams.
  • Coaching. Click Turn on coaching to send people Slack tips for this kind of problem. Some setting tasks also offer coaching beside the button. See Slack coaching.
  • A skill. Click Add Skill to send a recommended skill to people. See Managed skills.
  • Connectors. Each connector shows as a card you can act on in place.

When a task is done, its button reads Complete and the task moves to Completed. You can still open it to change the value or turn it back off.

If you see "Ask an admin to change this.", your role can't change that setting.

Set it yourself

If you manage Claude Code, Codex, or Cursor settings through your own tools instead, click ⋯ beside the task's button and choose Set it yourself…. The dialog shows the snippet to add to that tool's managed configuration and where it goes.

After you've added it, click I've set this myself. The task then counts as done and says "Marked as set by" with the admin's name. Tokenize can't read your own configuration, so it can't check this. Click Clear to undo the mark.

If a dialog says "No devices run Tokenize yet. Use ⋯ to set it yourself.", no computers in your organization run the Tokenize desktop app, so this is the way to apply the fix.

Large session warnings

Warn people when a session gets too large asks people to run /compact or start a new chat when a Claude Code or Codex session grows very large. Admins can set First ask at (thousand tokens) and Ask again at (optional). The warning appears in Claude Code and Codex on Tokenize 0.7.33 or later. It doesn't appear in Cursor or Cowork; Slack coaching reaches those.