Tasks

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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.

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Tasks List

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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.

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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.

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Filters

When filters are active, a Clear filters button appears. Active filters show “X of Y tasks” to indicate the filtered count.

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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.

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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.

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Task Drawer

The task drawer opens as a bottom panel and provides full task details in a three-column layout.

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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

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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.

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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.

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Task Actions

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Completing a Task

Click the Complete button (green, primary action) in the task drawer header. This marks the task as completed with a timestamp.

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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.

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Deleting a Task

Click the Delete button (red, admin only) to permanently remove a task. A confirmation dialog is shown before deletion.

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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.

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Task Types

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Task Statuses

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Task Sources

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Creating a Task Manually

1. Click the Add Task button in the toolbar.
2. Select the task type.
3. Fill in the details: title, priority, target contact/company/deal, assignee, due date.
4. Add content specific to the task type (email body, talking points, etc.).
5. Save the task.

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Task AI Chat

The task drawer includes an AI chat interface for refining and improving tasks. You can ask questions about the task’s context or have the AI rewrite task content directly.

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Chat mode

In Chat mode, have a free-form conversation with the AI about the task. The AI has full context about the associated deal or company, the target contact, and the task content. Examples of useful questions:

• “What do we know about this contact’s priorities?”
• “Is this the right tone for a first outreach to a VP?”
• “What objections might this person raise?”
• “Give me a different angle for this email based on their recent activity.”

Each response includes collapsible Reasoning (the AI’s thought process) and an Answer with the AI’s response.

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Improve mode

Improve mode produces specific suggestions for the task’s content and properties that you can apply with one click.

1. Switch to Improve mode using the mode selector.
2. Describe what you want changed — “Make this email shorter and more direct”, “Change the subject line to reference their recent funding round.”
3. The AI generates suggested changes to task content and properties.
4. Review the suggestions.
5. Click Apply to update the task.

Improve mode can update:

• Task content — Email subject and body, LinkedIn message text, SMS body, phone call talking points and objective.
• Task properties — Title, priority, due date, task type, target contact details.

Applied changes auto-save immediately. There is no automatic undo — if an applied change is not what you wanted, use Improve mode to describe the correction and apply the new suggestion.

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Conversation persistence

Chat history is preserved per task. When you return to the same task later, previous messages are loaded. Chat and Improve modes share the same conversation context. Switching between modes continues the same thread.

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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.
• Task AI Chat requires the task’s deal or company to have AI context generated. If context has not been generated, the chat is unavailable.

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FAQ