What are tasks?

Tasks let you record what still needs to be done, for example: "Call the supplier about the delivery time". A task can belong to a conversation (a follow-up) or stand on its own. At the moment you choose, you get a reminder and the conversation moves back to the top of your inbox.

Adding a follow-up from a conversation

Open a conversation in the inbox, click the menu in the top right and choose Add task. Then fill in:

• What — what needs to be done.
• Remind me — pick a quick option (In 1 hour, In 4 hours, Tomorrow 9:00, Monday 9:00), choose your own date and time via Pick time…, or choose No reminder.
• For whom — yourself by default. Assign the task to a colleague and they are notified straight away. This is under More options, together with a note and the priority.

Click Save. A conversation's open tasks are shown above the conversation, with the time and who they are for. You can also complete, reschedule or delete them there.

Hiding a conversation until the reminder

Turn on Hide conversation until then to remove the conversation from your inbox until the reminder (snoozing). In the meantime you can find it under the Snoozed filter. The conversation comes back automatically:

• at the reminder time, or
• earlier, as soon as the customer sends a new message.

Only remind me if the customer doesn't reply

Waiting for the customer to get back to you? Turn on Only if the customer doesn't reply, for example with the quick option In 2 days. If the customer replies first, the reminder is dropped and the task is completed with a note that the customer replied. If they don't, you get your reminder at the set time.

What happens when a reminder is due?

• You get a notification under the bell in the dashboard and a push notification (if enabled).
• If the dashboard is open, a pop-up appears in the bottom right. Click it to open the conversation.
• The conversation is pinned to the top of your inbox with an alarm icon and the task title until you complete the task.

Reminders only go to the person the task is assigned to.

Completing a task with a note

Click Mark done on a task. Optionally fill in What was done?. For a follow-up, that note is added to the conversation as an internal note, so your colleagues can see exactly what happened.

The Tasks menu

Under Tasks in the menu you see all your tasks in one place. The number next to the menu item shows how many tasks are open.

• My tasks — your own tasks, filtered by Open, Today, Overdue and Done. Click a conversation to open it directly. Use Export CSV to download the list.
• Team — owners and admins only: how many tasks each team member has open and overdue. Click a name to see their tasks.
• Boards — tasks on kanban, list or calendar boards (see below).

Open tasks on the contact card

In a conversation's sidebar, the contact card shows all open tasks for this customer under Open tasks, including those that belong to other conversations.

Availability per plan

• Starter, Pro and Enterprise — follow-ups on conversations, reminders, snoozing and My tasks.
• Pro and Enterprise — boards as well, with kanban, automations and recurring tasks. When adding a follow-up you can then also tick Also put on a board.