Creating Tasks

Tasks in Slant are created from multiple sources, including manual creation, AI suggestions, and recommendations from meeting notetakers.

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Adding a task

Navigate to the Tasks page and click the + New task button.

Alternatively, you can create a task from a contact record by either clicking the Add task button in the top right, or navigating to the Tasks tab and clicking the Add task button.

When creating a task, you’ll have access to several fields and assignment options.

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Essential fields

• Title

  • A clear, concise name for your task.
  • Can include @mentions to reference team members or clients.

• Description

  • Detailed information about the task.
  • Can include @mentions and additional context.

• Due date

  • Set a deadline for the task.
  • Can be set for all-day or a specific time.

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Assignment options

• Assignee

  • Select a team member responsible for completing the task
  • The assignee will be notified and can track the task in their dashboard

• Collaborators

  • Add team members who should be kept in the loop.
  • Collaborators can view and comment on the task.
  • Note: The assignee is automatically added as a collaborator.

• Contact association

  • Link the task to a specific client or prospect.
  • Helps organize tasks by contact record.

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Advanced features

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Create more options

Toggle the Create more switch to keep the pop-up open after creating a task. This is useful when creating multiple related tasks, and preserves the contact association between tasks.

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Task pinning

Click the pin icon in the top-right corner to pin the task creation pop-up to keep it accessible while navigating. This is useful for referencing other information while creating tasks.

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After creation

Once a task is created, the assignee will be notified, the task will appear in relevant task lists, and you can track its progress through status updates. You can edit the task anytime by clicking on it in the task list.