/tasks in the main menu.
Tasks page
A task carries a subject, an optional description, an optional due date, a status, and an anchor — the customer, deal or company it concerns. Opening the anchor shows the task alongside everything else about that record.

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Statuses

The board has one column per status: pending, in_progress, done and canceled. Drag a card between columns to change it.

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Create a task

+ New task asks for the subject, then the anchor, then who should do it. Leave the assignee empty and the task goes into the pool.

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Pool tasks

A task with no assignee belongs to whoever picks it up. Two things fill the pool without anyone typing:
  • The AI agent escalating a conversation it cannot handle, which creates a task named after the customer.
  • Inbound arriving from a customer nobody owns.