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Documentation Index

Fetch the complete documentation index at: https://docs.slant.app/llms.txt

Use this file to discover all available pages before exploring further.

Tasks are action items you create, assign, and track across your practice. Use them to manage client follow-ups, project deliverables, team responsibilities, and day-to-day operations.

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Where tasks appear

The Tasks page is the central hub for all tasks in your book. You can also view and create tasks from:
  • Client, prospect, other contact, and business pages — the Tasks tab shows tasks linked to that record
  • Projects — tasks are created automatically from milestone templates when a project enters a milestone
Tasks are also created automatically by sequences, automations, meeting transcripts (as AI-recommended action items), and the AI assistant.

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Task properties

Each task includes the following fields:
  • Title — a short name for the task (required). Supports @mentions to reference team members or records.
  • Description — detailed instructions or context. Supports rich text and @mentions.
  • Due date — optional deadline, set as all-day or a specific time
  • Priority — urgent, high, medium, or low
  • Label — a color-coded task label for categorization and filtering
  • Assigned to — the team member or team responsible for completing the task
  • Relationship — link to a client, prospect, other contact, or business
  • Collaborators — additional team members who receive notifications when the task is updated
  • Related records — references to other records in Slant via @mentions
  • Project — link to a project and optionally a milestone
  • Attachments — files attached to the task (up to 20 files, 10 MB each). Accepted types: PDF, DOCX, TXT, CSV, XLSX, XLS, PNG, JPEG, and GIF.
  • Comments — threaded discussion on the task

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Task statuses

  • To do — active tasks that need attention
  • Done — completed tasks. Shows who completed the task and when.
  • Pending — tasks recommended by AI from meeting transcripts that need the assignee’s approval before appearing in the task list. The assignee can accept or reject them.
  • Rejected — tasks that were declined by the assignee. Can be undone to return the task to pending.
Pending and rejected tasks don’t appear in the main task list. When you have pending or rejected tasks, a count appears in the top-right corner of the Tasks page. Click it to review them.

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Views

The Tasks page includes two built-in views: All tasks and My tasks. Switch between views using the tabs at the top of the page, or create a custom view with the + button. Each view saves its own filters, sort order, and grouping.

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Filtering

Use the quick filter chips at the top of the task list to filter by:
  • Assigned to — a specific user or team
  • Priority — urgent, high, medium, or low
  • Label — a specific task label
  • Project — tasks linked to a specific project
When you set the Project filter, a Milestone filter becomes available, scoped to the selected project types. It’s multi-select, and options display as {Project type title} · {Milestone title}. For more advanced filtering, click Filter to combine multiple conditions across fields like status, due date, household type, collaborator, and book.

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Sorting

Click the sort button in the toolbar to change the task order:
  • Due today — tasks due soonest first (default)
  • Most overdue — most overdue tasks first
  • Highest priority — urgent tasks first, then high, medium, low
  • Lowest priority — low-priority tasks first
  • Alphabetical — sorted by title

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Grouping

On the Tasks page, tasks are grouped by due date into sections: Today, This week, After this week, No due date, and Done. When viewing tasks on a client, prospect, other contact, or business page, you can change the grouping to organize tasks by:
  • Due date — groups by when tasks are due (default)
  • Assignee — groups by who the task is assigned to
  • Creation date — groups by when tasks were created
  • Created by — groups by who created the task
You can also toggle whether completed tasks are visible. Type in the search bar to find tasks by title or description. Results update as you type.

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Multi-select and bulk actions

Press Shift to toggle multi-select mode. Click tasks to select them, then use the selection bar to:
  • Mark complete or mark as incomplete
  • Change the assignee — reassign to a different user or team
  • Update priority — set a new priority level
  • Update label — apply or clear a label
  • Update due date — set or clear a due date
  • Delete — permanently delete selected tasks
After clicking Delete in the selection bar, a confirmation prompt asks you to type DELETE N TASKS (uppercase, where N is the actual count of selected tasks). The Delete button stays disabled until the phrase matches exactly.
Press Escape to exit multi-select mode.

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Recurring tasks

Set up tasks that repeat automatically on a daily, weekly, or monthly schedule. Each repeat is a separate task linked to the series. Learn more about recurring tasks.

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Task templates

Create reusable templates for common tasks to pre-fill the title, description, priority, label, assignee, and deadline offset. Templates can be company-wide or book-specific. Learn more about task templates.

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Keyboard shortcuts

ShortcutAction
c then tCreate a new task from anywhere
g then tGo to the tasks page
ShiftToggle multi-select mode on the tasks page

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Next steps

Creating tasks

Create and assign new tasks

Managing tasks

Edit, complete, and organize tasks

Recurring tasks

Set up tasks that repeat on a schedule

Task templates

Create reusable task templates