@get-asset/react
Tasks
Styled card listing the outstanding tasks a business needs to act on, with one collapsible section per task type (reconnect, each document request, each question type). Shows how many tasks remain in the header, per-section counts, and an “all caught up” state once nothing is pending. The row actions work out of the box — reconnect opens Plaid Link in update mode (via the shared PlaidLink, same as the accounts components), upload opens a file picker and attaches documents, and the classify comment button opens an inline form that leaves a note on the transaction's journal entry and marks the task done — so you can drop it in without wiring callbacks.
Built on the headless Tasks compound from @get-asset/sdk.
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Required scopes
The access token used by AssetProvider must include these scopes for this primitive to fetch data successfully:
request:readtransaction:readplaid:createdocument:createjournal_entry:readjournal_entry:create
API reference
Root props
| Prop | Type | Default | Description |
|---|---|---|---|
tasks | TasksTask[] | — | Override the fetched tasks with a fixed list (any status). Skips the API call. |
accounts | ExternalAccountPublic[] | — | Override the external accounts resolved for statement / reconnect / categorize rows (account name, mask, institution). |
transactions | TransactionPublic[] | — | Override the transactions resolved for categorize rows (amount, date, account). |
onReconnect | (task: TasksTask, account: ExternalAccountPublic | null) => void | — | Optional override for the reconnect action. Defaults to opening Plaid Link in update mode for the account the row reconnects. |
onConnected | PlaidConnectOnConnected | — | Called after a reconnect is finalised. |
onError | (error: Error) => void | — | Called if the reconnect fails. |
onExit / onEvent | PlaidLinkOnExit / PlaidLinkOnEvent | — | Forwarded to Plaid Link. |
onUpload | (task: TasksTask, files: File[]) => Promise<void> | — | Optional override. Upload attaches the chosen files to the task as documents by default. |
onAddNote | (task: TasksTask, message: string) => Promise<void> | — | Optional override. A classification comment is left on the transaction's journal entry by default. |
state | "loading" | "error" | "empty" | — | Force a specific state for testing. |
title | ReactNode | — | The card's heading. Defaults to "Requests" (with the live status beside it); pass your own node, or "" to render no header at all — for composing the list under another card's heading (Book Health does this). |
onReviewTask | (task: TasksTask) => void | — | Hand a month-level review task off to your transactions page for its month — reviewing is how those tasks complete. The row's arrow button is a no-op while unset; transaction-linked classify tasks keep the inline note instead. |
subtitle | ReactNode | — | The line under the header. Defaults to "Complete these tasks to help keep your business records up to date."; pass "" to render nothing. |
className | string | — | Forwarded to the outer card element. |
States
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