Tasks
Core Workflow
Execute follow-ups and operational work with structured task lists, due dates, and ownership.
By Sebastian StreiffertPublished Jan 10, 2026Updated May 29, 20267 min read
What Are Tasks?
Tasks are the execution layer of Lumenbase. They turn strategy into concrete, assigned next actions: calls, follow-ups, research, prep work, and operational checklists.
Tasks connect directly to pipeline and relationship work, so follow-through is visible and measurable.
A pipeline without tasks is intent without execution. Use tasks to make momentum explicit.
Task Structure
| Attribute | Purpose | Best practice |
|---|---|---|
| Owner | Who is responsible | Always assign one clear owner |
| Status | Execution state | Keep status updated in real time |
| Due date | Time boundary | Avoid undated tasks for critical work |
| Priority | Relative urgency | Reserve high priority for true blockers |
| Linked record | Context anchor | Attach to company/contact/deal when possible |
How Tasks Are Used in the App
Daily execution
- Tasks surface actionable follow-ups in the Feed.
- Sort by overdue and due-today to prioritize.
- Build a shared execution cadence across reps and managers.
Automation and repeatability
- Create tasks manually, or let automations create them from trigger events.
- Codex and runlist workflows generate standardized task sequences.
- Consistent task completion makes your operations more predictable.
Task Workflow
- Create task with clear title, owner, and due date.
- Link it to the relevant company/contact/deal.
- Set status as work progresses (pending → in progress → completed).
- Log outcome notes when done to preserve context.
- Review overdue tasks weekly and re-plan where needed.
Pair task execution with Codex so recurring workflows stay consistent across team members.
Quick Reference
Open Tasks: Sidebar → Agenda
Runlists view: Tasks → Runlists
Codexes: Lists → Codexes
Mark complete: Task row/detail → status update
Related guide: Help Center → Automations
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