Tasks
Organize team work with projects, a visual board, calendar, personal view, and automations — from post-support follow-up to sprint management.
What it's for
- Operations teams that need a Kanban board by status or priority
- Agents recording pending items and follow-ups after support sessions
- Project managers configuring templates, members, and automations
- Agile teams using simple sprints (backlog → review → done)
What you can do
- Create projects with templates: Free, By status, By priority, or Simple sprint
- View tasks on a board (Kanban), list, or calendar, with drag-and-drop between columns
- Set status, priority, stage, assignees, due date, customer, checklist, and labels
- Manage members with Reader, Editor, or Administrator roles, with notifications
- Access My Tasks — unified view grouped by stage, project, or due date
- Configure project automations: sync status with column, follow-up, and silent flows
- Create tasks from chat — with the full conversation, selected messages, or Generate with AI
- Track performance indicators by person and period
How it connects
- Chat & Support — tasks created directly from the customer conversation
- CRM & Customers — tasks linked to the customer record
- Automation & AI — flows create tasks; automations trigger silent flows
- Schedule — complements operational follow-ups with appointments