Tasks

Tasks help your team manage follow-up work from operations. Access: Open Tasks in the main navigation. The default landing view is the Kanban board.

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What Tasks Is For

Use Tasks for work that still needs a human to do something after a conversation, such as:

• calling someone back
• reviewing an escalated issue
• checking a booking or order
• following up on a sales lead
• coordinating internal work across team members

Tasks turn conversations into accountable next steps.

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How Tasks Are Created

Create tasks in two ways:

• Manual: use Create task in the toolbar
• Automated: post-call workflows create tasks when task creation is enabled

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Core Task Fields

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Status and Priority

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Statuses

• Todo
• In Progress
• Done

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Priorities

• No priority
• Urgent
• High
• Medium
• Low

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Creating Tasks

Click Create task to set a title, description, priority, due date, scheduled time, and assignee.

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Task Detail View

Open a task to edit it in a dedicated detail page. The detail view supports:

• inline updates for status, priority, assignee, due date, and scheduled time
• parent/subtask structure with progress
• activity timeline and comments
• task attachments, comment attachments, and attachments added while creating subtasks
• quick jump to linked conversation when present

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Keyboard Shortcuts

In task detail, you can open quick menus with:

• S for status
• P for priority
• A for assignee

Then choose values using number keys.

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Next Steps