Tasks

Keep Your Team on Track CRM Feature

Tasks are follow-up actions tied to contacts, conversations, or deals. Your AI assistant can create tasks automatically during conversations — like “follow up in 3 days” or “send pricing proposal” — or team members can create them manually.

M

MyGPT Assistants

CRM

◎ Contacts★ Leads▦ Appointments▤ Tasks! Tickets

Tasks

Follow-up actions for your team and AI assistants

Filters+ New task

ListKanbanMy tasks

To do 4

Send pricing proposal to Jamie Reyes

MR Due tomorrow

High

Schedule follow-up call

AI Created by AI · Soporte

Update onboarding deck

DP Due Jun 12

In progress 2

Review duplicate-charge incident #4821

ML Marina López

Medium

Prep Q2 renewal email

TG Tomás García

Waiting 1

Awaiting customer signature on MSA

RS Ravi Suresh

External

Done 3

Send welcome email to Priya Shah

PS Completed yesterday

Refund duplicate charge #4821

ML Completed 2h ago

What Tasks Are For

Follow-ups

Never miss a promised callback or follow-up email. Tasks keep the commitment visible and assigned.

Bot-Assigned Actions

Your AI assistant can create tasks when it detects action items in conversations (e.g., “I’ll have someone call you back”).

Team Coordination

Assign tasks to specific team members so nothing falls through the cracks.

Progress Tracking

See all open tasks by status, due date, or assignee in list or kanban view.

Task Views

List View

A flat table of all tasks with:

• Task title and description
• Due date
• Assignee
• Status (To Do / In Progress / Done)
• Linked contact

Sort and filter by status, assignee, or due date.

Kanban View

A drag-and-drop board organized by status columns:

To Do  →  In Progress  →  Done

Drag cards between columns to update status. Click any card for full details.

Creating a Task

1. Navigate to CRM → Tasks

2. Click “New Task”

3. Fill in the details:

   • Title (what needs to be done)
   • Description (optional context)
   • Due date
   • Assignee (team member or unassigned)
   • Priority (Low / Medium / High)
   • Linked contact (optional)

4. Save — the task appears in the board and the assignee is notified

Bot-Created Tasks

Your AI assistant creates tasks automatically when configured via the CRM Toolkit plugin. Common triggers:

Conversation Outcome	Task Created
Customer asked for callback	”Call back [Name]” with due date
Customer interested but not ready	”Follow up in X days”
Issue not resolved	”Resolve open issue for [Name]“
Quote requested	”Send pricing proposal to [Name]”

Configuring Bot Tasks

To enable bot-created tasks, make sure the CRM Toolkit plugin is enabled on your assistant. You can configure which conversation outcomes should trigger task creation in the plugin settings.

Task Status Lifecycle

To Do  →  In Progress  →  Done
                        ↓
                     Cancelled (optional)

Task Comments

Each task has a comment thread for team discussion. Use comments to:

• Log progress notes
• Ask questions to teammates
• Record the outcome when marking done

Filtering & Search

By Assignee

See all tasks assigned to a specific team member or all unassigned tasks.

By Due Date

Filter overdue tasks, tasks due today, or tasks due this week.

By Contact

View all tasks linked to a specific contact from their profile page.

By Priority

Surface high-priority tasks that need immediate attention.

Related Topics

CRM Overview Full CRM feature list

Contacts Tasks linked to contact profiles

Plugins Enable bot task creation

Tickets Support tickets vs tasks