Tasks
Create, work and complete tasks: fields and defaults, My Tasks filters, tasks from meetings, Task Bundles, reminders and who can see a task.
Frequently asked questions
Why is a task Overdue?
It turns Overdue the minute its due time passes while it is not completed. Before that it is Planned, and a task with no due date stays Planned.
Do meetings create tasks by themselves?
Yes, for plain action items owned by you or a teammate when the owner was clear. Each becomes a To-Do with Medium priority, linked to the meeting's main contact, company and deal. Other items wait on the transcript page.
Can a task repeat?
No. For a repeating set, make a Task Bundle at Agenda, Task Bundles and apply it again.
How do I get reminded about tasks?
Through a Slack channel subscribed to Tasks Due Today or Tasks Overdue, through Feed cards for Email, LinkedIn and Meeting tasks, and through the catch-up email when you have been away. There are no push notifications.
Why can I not add a task?
Your role is Viewer, which can see tasks but not create them. A workspace admin can give you another role.
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