Tasks: internal to-dos for your team

Tasks are internal to-dos that live next to your tickets. Open Tasks from the workspace sidebar.

## Creating a task Click New task and fill in the title, optional notes, priority and a due date. On Pro and Scale you can also assign the task to any agent and link it to a ticket.

## Plans

• Starter — a personal list: every task stays assigned to you, up to 20 open tasks, no reminders.
• Pro and Scale — full team module: assign to anyone, link tickets and contacts, and the assignee gets a reminder in the notification bell and by e-mail one hour before the due date.

## Completing and cleaning up Tick the checkbox to complete a task. Completed tasks stay visible under Show completed and are deleted automatically 90 days after completion, so the list never becomes an archive.

## Permissions Every agent in the workspace sees the team list; a task can be edited by its author, its assignee or a workspace admin, and deleted by its author or an admin.

## Notifications and refreshing When a task is assigned to you (Pro and Scale), a notification appears in the bell with the task title and opens the Tasks page — task notifications never point to a ticket. An open Tasks tab refreshes on its own, so newly assigned tasks show up without reloading the page.