Create and manage tasks

Create a task

1. Open Tasks and select New task.
2. Enter a clear title.
3. Add the available details, such as description, assignee, priority, and due date.
4. Save the task.

The task appears in the list and in the assigned member’s available task view.

Create a task from Inbox

When working in a customer conversation, use the task action to create work that remains linked to that conversation. The link makes it possible to return to the customer context from the task.

Update progress

• Select the task to edit its details.
• Assign or reassign it to an eligible workspace member.
• Mark it complete when the work is finished.
• Reopen it if more work is required.

Changes are visible to other members who can access the task.

Delete a task

Use Delete from the task controls and confirm the action. Deleting the task does not delete its related customer conversation. If you do not see the action, your permissions may allow viewing or editing without deletion.