Tasks, automation and AI

Create and manage tasks

Track follow-up work beside customer conversations with an owner, due date, list, and clear completion state.

Create actionable work

Give the task a short outcome-focused title, choose the relevant list, and add enough context for another teammate to complete it.

Set ownership and timing

Assign the person responsible and add a due date when timing matters. Avoid using urgent dates as a substitute for a clear priority conversation.

Complete or update

Mark finished work done so views stay trustworthy. If the scope changes, update the title or details instead of leaving an obsolete task open.