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Creating Tasks from Conversations

You can create tasks directly from a conversation without leaving the inbox. This keeps your workflow in one place — when a conversation requires follow-up action, create a task on the spot and track it to completion.

Video Walkthrough

Watch: Conversations & Unified Inbox: Manage Every Customer in One Place — 2:22–2:55

Creating a Task​

Creating a Task - conversation

From within an open conversation, click the task action to open the task creation form. Fill in the following details:

  • Title — a clear, descriptive name for the task (e.g., "Send proposal to client" or "Follow up on pricing question").

Title

  • Assignee — the team member responsible for completing the task.

Assignee

  • Due date — when the task needs to be completed.

Set due date

  • Task type — categorize the task (e.g., follow-up, callback, review).

Task Type

Task and Conversation Linking​

Task and Conversation Linking

Tasks created from a conversation are automatically linked to both the conversation and the contact. This means:

  • You can view the task status from within the conversation.
  • The task includes a reference back to the original conversation for context.
  • Team members assigned to the task can quickly jump to the related conversation.

Viewing Task Status​

Once a task is created, its status is visible from the conversation view. You can see whether a task is open, in progress, or completed without navigating away from the inbox.

This tight integration between conversations and tasks ensures that follow-up items are tracked and visible right where the work happens.

Next Steps​