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A task is a to-do for you or a teammate. Use tasks for small follow-ups that do not need a full ticket.

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Tasks or tickets?

  • Use a ticket to track a customer issue until it is solved.
  • Use a task for an action, like “Call Ravi back at 4 pm”.

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Create a task from a message

1

Find the message

Open the chat and find the message the task is about.
2

Open the message menu

Right-click it on a computer, or press and hold on mobile. Choose the option to create a task.
3

Fill in the details

Give it a name, an owner, a due date, and a priority. Add a reminder and notes if they help.
4

Save

The task links back to the message, so one click takes you to the chat. The owner is notified.

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Create a task without a message

Use the create task button on the main screen to add a task that is not tied to a chat. This works well for internal work.

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Find and manage tasks

Open the tasks area to see everything in one list. You can narrow it down to tasks that are open, assigned to you, or high priority. You can also filter by due date, priority, owner, or status. Mark a task done when it is finished.
Add a reminder a little before the due time. It gives the owner room to finish the job.