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OUT-3136: update associations in CU and CRM view #1127

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SandipBajracharya wants to merge 2 commits intofeature/client-associationfrom
OUT-3136
Open

OUT-3136: update associations in CU and CRM view #1127
SandipBajracharya wants to merge 2 commits intofeature/client-associationfrom
OUT-3136

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@SandipBajracharya
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Changes

  • in CU view, only show shared and assigned task
  • in CRM view, show both associated and shared task
  • auto load association to current CU in task creation modal
  • add disable option in copilot toggle component and disable in CU view

Testing Criteria

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linear bot commented Feb 13, 2026

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vercel bot commented Feb 13, 2026

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Project Deployment Actions Updated (UTC)
tasks-app Ready Ready Preview, Comment Feb 23, 2026 10:17am

Request Review

- [x] in CU view, only show shared and assigned task
- [x] in CRM view, show both associated and shared task
- [x] auto load association to current CU in task creation modal
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