Tasks, Follow-Ups and Boards
Your follow-up queue, reminders and team boards.
Tasks & Follow-Ups
Inbox > Tasks & Follow-Ups is your work queue. Filter by channel, type, direction, who handled it (AI, human or system) and unread, then Apply Filters. Open an item and click Complete Task when done.
You get reminders before activities. Choose how early under Settings > Notifications > Activity Reminders.
Boards
Boards organise work as cards in lists, like a to-do wall.
- New Board: name it and choose whether everyone in the company can see it. It starts with To do, Doing and Done.
- Add List and Add Card. Drag cards between lists with the mouse or keyboard.
- Open a card to set the assignee, due date, labels, checklist and linked lead or customer, and to comment.
- Filter by assignee or label, or use Overdue, Due This Week and No Due Date.
You'll see My Boards, Company-Wide and Other Team Boards, and Onboarding boards (one per customer).
Cards from Records
On a lead, use the Cards section to create a card on any board, linked to that lead.
AI Follow-Up Cards (Admins)
In Settings > Agent Controls > Follow-up cards, choose a board and list. When the AI creates a follow-up task, a linked card lands there too.
Onboarding Templates (Admins)
Settings > Onboarding Templates > New Template: add lists and cards, each due a set number of days after the start. Mark one as the default and it's offered when a lead converts.