Managing tasks

Click any task on the Tasks page to open it in a detail panel. From there you can edit properties, add comments, and manage the task lifecycle.

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Edit a task

The detail panel has two tabs: Overview and Comments. The Overview tab displays all editable properties:

• Title — click the title text to edit inline
• Description — click the description area to edit inline. To insert a table, type / and select Table from the menu. You can paste screenshots and images directly into the description.
• Priority — select urgent, high, medium, or low
• Visibility — choose Visible to everyone or Private. See task visibility below.
• Label — choose a color-coded task label
• Assigned to — change the responsible team member or team
• Relationship — link to a different client, prospect, other contact, or business
• Due date — pick a new date or clear it. Select a time to set a specific-time deadline instead of all-day.
• Project — click + Add to project to link the task to a project and optionally a milestone. Click the project name to change or remove it.
• Related records — click + Add record to link to other records in Slant
• Attachments — click + Add attachment to attach files (up to 20 per task, 10 MB each)

Changes save automatically.

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Complete a task

Click the checkbox next to the task title — either in the task list or in the detail panel. To mark a completed task as incomplete, click the checkbox again.

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AI-generated tasks

Tasks created by Slant — for example, from a meeting transcript or an email thread — show a small badge next to the title once they’ve been accepted into your task list. Hover the badge to see Generated by AI. The badge only appears after a suggested task has been accepted. You can accept or reject a pending suggestion on the source record, or by opening it in the task detail panel, which shows Accept and Reject buttons at the top. Accept moves the task to your to-do list; Reject declines it.

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Add a comment

Open the task and switch to the Comments tab. Type your comment and submit it. Comments are visible to all collaborators on the task.

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Manage collaborators

Collaborators receive notifications when a task is updated. To add or remove collaborators, click the icon in the top-right corner of the detail panel. The assignee is automatically added as a collaborator.

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Change task visibility

The Visibility row in the side panel controls who can see the task. Click the value to switch between:

• Visible to everyone — anyone in the book can see the task. This is the default.
• Private — only the creator, the assignee (or every member of the assigned team), and collaborators can see the task.

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Make an existing task recurring

You can convert any existing task into a recurring task from the detail panel. The task becomes the first in the series. Future tasks are scheduled automatically.

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Stop a recurring task

If a task is part of a recurring series, the Repeats row shows the recurrence schedule and when the next task is due. Hover over the recurrence badge and click the icon, then confirm by clicking Stop repeating. Existing tasks in the series are not affected — only future tasks stop being created.

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Delete a task

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Bulk actions

Press Shift to toggle multi-select mode, then click tasks to select them. The selection bar at the bottom of the page lets you:

• Mark complete or Mark as incomplete — toggle the status of selected tasks
• Assigned to — reassign all selected tasks to a different user or team, or unassign them
• Priority — set a new priority for all selected tasks
• Label — apply or clear a label on all selected tasks
• Update due date — set or clear a due date for all selected tasks
• Delete — permanently delete all selected tasks. You must type a confirmation phrase like DELETE 5 TASKS (uppercase, with the count and record name) before the delete button enables.

Press Escape to exit multi-select mode.

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Filter tasks on a client or prospect

The Tasks tab on a client or prospect record has its own filters for narrowing that household’s task list. Two filter chips are always available:

• Assigned to — pick one or more of Current user, Unassigned, individual team members, or teams
• Project — pick one of the household’s projects, or Not related to a project to show only tasks that aren’t linked to one

Click Filter to add more conditions: Priority, Label, Due date, and Collaborator. Click the icon to search the household’s tasks by title. When nothing matches, the tab shows No tasks found with the message “No tasks match the selected filters.” Click Clear filters to reset the filters and search at once.

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FAQ

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Next steps