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.