Tasks
Limited Access: Sales Agents is currently available to select customers only. To get access, reach out to [email protected].
Overview
The Tasks page is your central hub for managing AI-generated and manual tasks. It provides filtering, grouping, a detailed task drawer, and actions for completing, dismissing, or editing tasks.
Tasks List
Toolbar
Task count badge — Shows total number of tasks matching your current filters.
Group by dropdown — Switch between grouping by Priority or Due Date.
Add Task button — Create a new task manually.
Daily Progress Banner
At the top of the task list, a banner shows your daily progress:
Progress bar — Visual indicator of today's completion rate.
Stats — "X/Y due today actioned (Z%)" with completed and dismissed breakdowns.
Show/Hide actioned — Toggle to display or hide tasks you have already completed or dismissed.
Filters
Due Date
All, Past Due, Today, This Week, Next Week, No Due Date
Source
All Sources, Deal Tasks, Prospecting Tasks
Deal
Dropdown of all deals that have associated tasks
When filters are active, a Clear filters button appears. Active filters show "X of Y tasks" to indicate the filtered count.
Grouping
Group by Priority (default):
Tasks are organized into sections: Urgent, High, Medium, Low.
Each section is collapsible and shows its task count.
Group by Due Date:
Sections: Past Due, Today, Tomorrow, This Week, Next Week, Later, No Due Date.
Tasks within each section are sorted by their due date.
Task Rows
Each task row shows:
Task type icon — Visual indicator of the type (email, phone, LinkedIn, etc.)
Priority badge — When grouped by due date, shows the priority level
Task title — Auto-generated or custom title
Target — Company logo or contact avatar with the target name
Agent reasoning — Truncated AI explanation of why this task was recommended
Status badges — Completed (green) or Dismissed (gray) for actioned tasks
Due date — Color-coded: red for overdue, orange for tomorrow, gray for future
Assignee — The assigned rep (shown in embedded views)
Click any task row to open the task drawer.
Task Drawer
The task drawer opens as a bottom panel and provides full task details in a three-column layout.
Left Column — Properties
Contact — Target contact name, avatar, and email
Company — Associated company name
Priority — Selectable priority level (Urgent, High, Medium, Low) — editable for pending tasks
Due Date — Calendar picker for setting or changing the due date
Assignee — The assigned rep
Task Type — Email, Phone Call, LinkedIn Message, LinkedIn Connection Request, SMS, or Generic
Task ID — Copyable unique identifier
Timestamps — When the task was completed or dismissed, if applicable
Dismiss Reason — Shown if the task was dismissed with a reason
Center Column — Content
Content varies by task type:
Email Tasks:
To address
Subject line (editable)
Email body (editable)
Copy buttons for subject and body
Phone Call Tasks:
To address / phone number
Talking points list
Call objective
LinkedIn Message Tasks:
Target contact info
Message content (editable)
Copy button
SMS Tasks:
Recipients
Message body (editable)
Copy button
Changes to content are auto-saved after a 1-second pause in editing.
Right Column — Reasoning & Related
Agent Reasoning — Expandable section showing why the AI generated this task.
Related Tasks — Other pending tasks for the same deal, showing type, title, priority, and assignee.
Task Actions
Completing a Task
Click the Complete button (green, primary action) in the task drawer header. This marks the task as completed with a timestamp.
Dismissing a Task
Click the Dismiss button in the task drawer header. A modal appears where you can optionally provide a reason (up to 1,000 characters). Dismiss reasons help the AI learn and improve future recommendations.
Deleting a Task
Click the Delete button (red, admin only) to permanently remove a task. A confirmation dialog is shown before deletion.
Editing a Task
Title — Click the title in the drawer header to edit (pending tasks only).
Priority — Select a new priority from the properties panel.
Due Date — Pick a new date from the calendar picker.
Content — Edit email subjects, bodies, LinkedIn messages, and SMS content directly in the center panel. Changes auto-save.
Task Types
Mail icon
Send an email to a contact. Includes pre-drafted subject and body.
Phone Call
Phone icon
Make a call. Includes talking points and call objective.
LinkedIn Message
LinkedIn icon
Send a LinkedIn message. Includes draft message.
LinkedIn Connection Request
LinkedIn icon
Send a connection request on LinkedIn.
SMS
Message icon
Send a text message. Includes draft body.
Generic
Clipboard icon
A general task with no specific channel.
Task Statuses
Pending
Active task awaiting action
Scheduled
Task scheduled for a future date
Completed
Task was completed by the rep
Dismissed
Task was skipped/rejected by the rep
Cancelled
Task was cancelled by the system (e.g., during task refresh)
Task Sources
Deal
Generated from deal context via deal task generation
Prospecting
Generated from company context via prospecting task generation
Creating a Task Manually
Click the Add Task button in the toolbar.
Select the task type.
Fill in the details: title, priority, target contact/company/deal, assignee, due date.
Add content specific to the task type (email body, talking points, etc.).
Save the task.
Constraints
The default view shows pending tasks only. Toggle "Show actioned" to see completed and dismissed tasks.
Task content edits are auto-saved after a 1-second debounce — no manual save button needed.
Delete is restricted to admin users.
Dismissed tasks cannot be re-opened.
Completed tasks cannot be undone.
FAQ
Q: How do I see tasks I already completed? A: Click the toggle in the daily progress banner to "Show actioned." This switches the view to display completed and dismissed tasks.
Q: Can I bulk-complete or bulk-dismiss tasks? A: Currently, tasks must be actioned individually through the task drawer.
Q: What does the daily progress percentage mean? A: It shows the percentage of tasks due today (or earlier) that have been completed or dismissed. It helps track your daily execution rate.
Q: Why should I provide a dismiss reason? A: Dismiss reasons help the AI improve future recommendations. If tasks are consistently dismissed for a similar reason, the system can learn to avoid generating similar tasks.
Q: Can I change a task's assignee? A: The assignee is set during task generation based on configuration. Reassignment is not currently supported from the task drawer.
Q: How do I filter to see only deal tasks or only prospecting tasks? A: Use the Source filter in the filter bar. Select "Deal Tasks" or "Prospecting Tasks" to narrow the list.
Q: What happens when I edit an email draft in the task drawer? A: Your changes are automatically saved after you stop typing for 1 second. The updated content is persisted and visible to anyone viewing the task.
Q: Why is the "Past Due" section red? A: Tasks that are past their due date and still pending require immediate attention. The red color signals urgency.
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