Team tasks and follow-ups

Tasks live under Operations in the sidebar. Use them for call-backs, setup work, and anything that is not itself a booking.

Create a task

1. Open Tasks and choose New task… (or Create your first task on an empty list).
2. Enter a title, optional description, priority (Low / Medium / High), and a category from Tags & Categories task categories.
3. Save. The task appears in the Pending filter until you complete or dismiss it.

Work the queue

1. Filter by Pending, Completed, or Dismissed, and search by title when the list grows.
2. From a row, choose Complete or Dismiss, or open the drawer for the same actions plus detail.
3. Setup tasks created during onboarding can deep-link into the right settings step when you open them.

Follow-ups from customers and forms

When you need a next action on a customer or after a form submission, create a task from that context so the owner and due work stay visible on the Tasks list - not only in chat or email.