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Tasks

Tasks turn your conversations into action items. You can create them manually, from chat, or let agents generate tasks automatically.

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Why Tasks?

• Capture deadlines instantly.
• Get reminders on mobile push + WhatsApp.
• Track progress and completion.
• Link tasks to JIRA tickets or meeting prep notes.

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Task Creation

• From chat: tap Create Task on a response.
• From the Task screen: add manually with Title, Description, Deadline, Priority.
• From agents: auto-generate tasks during daily or weekly runs.

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Task Features

• Title + description (short and detailed).
• Deadline (date + time).
• Priority: Low, Medium, High.
• Reminders: App push + WhatsApp notifications.
• Status: Pending, In-progress, Completed.

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Managing Tasks

• Mark complete from app or WhatsApp (“done”).
• Snooze reminders (“snooze 30m”, “tomorrow 9am”).
• Save task context to Notes.

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Example Uses

• “Follow up with ACME after today’s call.”
• “Prepare investor deck by Friday 5 PM.”
• “QA review for sprint tasks before demo.”

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Pro Tips

• Use WhatsApp reminders for hard deadlines.
• Keep Notes and Tasks linked (meeting notes → follow-up task).
• Let agents generate daily task summaries.