One task list for all your work
The Tasks view holds everything that still needs doing, wherever it comes from: a project, a deal, a lead or just a standalone task.
What you find in Tasks
For each task you see what it belongs to, who picks it up and when it's due. You look at your own tasks or the team's, and search by keyword.
- Let the agent turn meeting notes into a task list, with owner and deadline.
- Ask what needs to be done this week.
- Say in the chat that something is done and the task is closed.
These agents work in Tasks
Ask in the chat and the agent reads Tasks, adds to it or updates it. You see the result right away.
Project manager
Turns goals, meeting minutes and won deals into projects with concrete tasks, a deadline and an owner.
Other views in the same category
Questions about Tasks
Where do the tasks come from?
From conversations with an agent, from a project or template, and from the task block on a lead or deal. They all live in the same list.
Can every agent create tasks?
Yes, every agent can create a task. The agent that manages projects also plans them, sets deadlines and tracks progress.
See how Tasks fits your work?
In a 15 minute strategy call we look at which agents and views fit your process.