Managing tasks

This page covers managing your to-dos with Tasks in the left navigation.

Statuses and priorities

Status		Priority
TODO		Urgent
In progress		High
In review		Medium
Done		Low
Canceled		No priority

Create a task

Start from Create task. You can set:

Field	Contents
Task name	What to do
Description	Details
Status / priority	Chosen from the above
Due date	The deadline
Assignee	Who it's assigned to
Related	Links to contacts and companies

In the description, slash commands insert headings, bullet lists, numbered lists, and checklists. Files and images can be attached.

Switch views

Toggle between table and board. The board arranges tasks by status.

Sort by due date, created date, updated date, or title. Filter by assignee, creator, status, priority, has-due-date and more — and save the combination as a saved view.

Tasks the AI created

Aitane auto-generates tasks from meeting content. AI-created tasks are labeled Task generated by the AI agent.

You can check the basis for generation

An AI-generated task carries its generation basis — down to "in which meeting, who said what, and how". If a task appears that you don't recognize, you can trace where it came from right away, and jump to the meeting in question.

If the basis reads wrong to you, don't hesitate to edit or delete the task. The AI's interpretation isn't always right.

AI progress display

Tasks that involve research show their progress.

Label	Meaning
AI researching	Research in progress
Awaiting send	A draft is ready and waiting to be sent
Sent	Sending finished

If a reply draft was created, you send from that draft.

Bulk delete

Select several tasks and delete them together. There's a cap on how many you can select at once.

Related

• Run your follow-up
• Using saved views