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Tasks
One task in front of you at a time, with everything else tucked away.
Last updated October 28, 2026.
What it is for
Tasks is your to do list. Tasks you add, follow ups AI suggests after calls and emails, and items from other apps all land here.
What it does best
It shows one thing at a time. The rest waits out of sight, so a long list never gets in the way of doing the next thing.
Common tasks
Add a task
- Open Tasks and type what needs doing.
- Add a due date if it has one.
- Link it to a client or a deal so it shows on their record too.
Ask AI to add one
- Tap the spark button at the top of any screen.
- Say something like "add a to do to call Dana tomorrow".
- It appears in Tasks with the date set.
Finish and move on
- Mark the task in front of you done.
- The next one comes up. Your done list keeps a record of the week.
Today and at launch
Works today
- Your own tasks, kept with your workspace.
- Asking AI to add a task.
At launch
- Follow ups added automatically after real calls and emails, if you turn that on in Settings, AI.
- Assigning tasks to people on your team once team accounts open.
How it connects
Tasks come from AI, Mail, Video call notes and Contacts follow ups. Due items show on Home.
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