Skip to main content
Tasks may have a recommended action associated with them to help you quickly complete tasks. This is a suggested next step for the task based on the task’s status and any associated contacts. For example, if the task involves sending an email to a contact, the recommended action will include an AI-generated email draft based on context from the task and contact. You can edit and send the email directly from the recommended action.

​
Marking tasks as complete

Whenther you’re on the Tasks page or on a contact’s page, you can complete a task by clicking the circle checkbox next to the task. Once a task is completed, you’ll see a success message confirming the completion, the completion timestamp is recorded, the completing user is logged, relevant team members are notified, and task lists are immediately updated across Slant.

​
Managing completed tasks

​
Uncompleting tasks

If you need to mark a completed task as incomplete:
  1. Find the task in the completed tasks section.
  2. Unclick the checkmark.
  3. The task will return to the “To do” status, and the completion timestamp will be cleared.

​
Viewing completed tasks

To view your completed tasks, click Filter, then set the conditions to “Status is Done.” You’ll also be able to view any completed tasks associated with a person on the contact record under the Tasks tab.
⌘I