Tasks help you stay organized and manage your relationships effectively. With tasks, you can track client- and prospect-related activities and follow-ups, collaborate with team members, manage deadlines and priorities, monitor progress on client deliverables, and much more.

​
Key features

​
Task status

Tasks can have one of four statuses:
  • Pending - Tasks that are awaiting approval or rejection. These are typically AI-generated tasks from a meeting recap.
  • To do - Active tasks that need to be completed. Tasks are bucketed under “Today,” “This week,” and “Upcoming” based on the task’s due date.
  • Done - Completed tasks.
  • Rejected - Tasks that have been declined.

​
Task properties

  • Title and description.
  • Due date (optional).
  • Assignee.
  • Collaborators (optional).
A collaborator is a team member who is notified when a task is updated. It’s a convenient way to ensure that a team member is aware of a task and can help with its completion.
  • Client association (optional).

​
Creating tasks

Task recommendations are automatically created for you based on meeting notes. You can also accept task suggestions from the AI assistant. To create a task manually:
1

Click the Add task button.

2

Enter the task title and description.

3

Set a due date.

4

Assign team members, add collaborators, and associate with a client household record if needed.

You can also use the keyboard shortcut Shift + T to add a task.

​
Task actions

  • Complete/Uncomplete: Click the circle checkbox.
  • Accept/Reject: For pending tasks, use the thumbs up/down buttons.
  • Edit: Click on a task to open the slideout.
  • Delete: Use the task menu (three dots) to remove a task.

​
Task views

You can also add new task views to your task list. To do this, click the ’+’ icon next to ‘My tasks’ to pre-save common filters for more efficient task management.

​
Frequently asked questions