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Tasks are action items and follow-ups tied to your contacts and deals. They keep things from falling through the cracks — whether it’s a call you need to make, a proposal to send, or a check-in your agent handles automatically.

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Creating Tasks

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From the UI

Click New Task from the Tasks view. Fill in:
  • Title — what needs to happen
  • Due date — when it’s due
  • Assignee — who’s responsible (you, a team member, or your agent)
  • Contact — the person this task relates to
  • Deal — optionally link it to a deal
  • Priority — high, medium, or low
  • Description — additional context

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From Chat

Ask your agent to create tasks naturally:
“Remind me to follow up with the Acme Corp team on Thursday”
“Create a task to send a proposal to Jordan by end of day Friday — high priority”
“After we onboard the new client, schedule a 30-day check-in task”
Your agent creates the task, sets the due date, links the contact, and confirms.

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Automatically

Tasks can be created automatically by:
  • Your agent during lead processing (“New lead → create follow-up task for tomorrow”)
  • Scheduled tasks that generate action items
  • Automations triggered by events like new contacts or stage changes

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Task States

Tasks have a simple lifecycle: Mark a task complete by clicking the checkbox in the task list, or tell your agent:
“Mark the Acme follow-up task as done”

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Task Views

Tasks appear in several places:
  • Tasks view — a dedicated list of all tasks, filterable by status, assignee, due date, and priority
  • Contact profile — tasks associated with a specific contact
  • Deal detail — tasks linked to a deal
  • Dashboard — task list widget showing upcoming and overdue items

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Working with Your Agent

Your agent is particularly useful for task management because it can think about what needs to happen next:
When your agent processes a new lead or finishes a call, it can automatically decide what the next step should be and create a task:
“When you finish processing a new lead, always create a follow-up task for the next business day with a note about what to discuss.”
Add this to your agent’s instructions, and it happens every time.

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Scheduled Task Generation

One powerful pattern is using scheduled tasks to generate follow-up tasks:
1

Create a Schedule

Set up a daily schedule: “Every morning at 8am, review all contacts in the pipeline and create tasks for any that need follow-up.”
2

Agent Reviews Contacts

Your agent scans your contacts, checks last activity dates, and identifies who needs attention.
3

Tasks Are Created

The agent creates specific, actionable tasks: “Call Jordan at Acme Corp — last contact was 6 days ago, was interested in premium tier.”
4

You Execute

Open your task list each morning and you’ve got a clear, prioritized action plan — no manual pipeline review needed.

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Task Notifications

When tasks are due or overdue, they appear in your dashboard and your agent can proactively remind you during chat:
“Hey — you’ve got 3 tasks due today and 1 overdue from yesterday. Want me to walk through them?”
Always link tasks to contacts. Orphan tasks (“send that email”) are easy to lose context on. Tasks linked to contacts carry the full history — you can click through to see who the person is and what’s happened so far.
Tasks created by scheduled runs appear in your task list like any other task. If your schedule runs daily and creates tasks every time, make sure the task prompt includes logic to avoid duplicates — e.g., “only create a follow-up task if one doesn’t already exist for that contact.”