Tasks: organize next steps

Tasks are next steps with a due date: return a call, send a proposal, request a document. They can be personal or linked to a contact and a deal, and they are gathered in Tasks in the sidebar.

​

When to use

• For commitments that happen outside the conversation: a call, a meeting, sending a proposal.
• To make sure every open deal has a next step with a date.
• To keep track of what the AI agent agreed with the customer before transferring the conversation.

​

Where to create a task

​

Create a task from the Tasks screen

​

How tasks are organized

Tasks are grouped by due date: Use Search tasks… to find a task by text and Refresh to reload the list.

​

Complete, edit and delete

• Complete: mark the task as completed. It moves to Completed.
• Reopen: if you need to go back to a completed task, reopen it. It returns to its due date group.
• Edit: change the title, due date, contact or deal.
• Delete: removes the task.

​

Scope: mine, team or workspace

​

Tasks and deals

Tasks created on a deal appear in the Tasks tab of the record and in the deal History, as Task created, Task completed and Task edited. When you open the deal, you see the last step and the next one. Work with deals →

​

Best practices

• Write the title as an action: “Call to confirm the proposal”, not “Proposal”.
• Always set a due date. Tasks without one tend to be forgotten.
• When you complete a deal task, create the next one. Every open deal should have a next step.
• Record the outcome in a deal note. The task says what to do, the note says what happened.

​

Next steps