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Tasks: follow-ups and team to-dos

Work that starts in a conversation no longer has to live in a separate app. Tasks bring follow-ups, callbacks, and team to-dos into Helios, linked to the contacts and conversations they came from.

The tasks board with Snoozed, To do, In progress, and Done columns

  • Board and list views: a new Tasks page in the sidebar with a drag-and-drop board (Snoozed, To do, In progress, Done) and a grouped list view, plus filters for status, assignee, due date, and tags.
  • Create tasks anywhere: from the Tasks page, the inbox Create new menu, a conversation’s actions menu, the contact sidebar, or automatically from a flow.
  • Assignment with notifications: assign tasks to teammates and they get a push notification on web and iOS; due-soon and overdue reminders go to the assignee.
  • Snoozing: hide a task until later today, tomorrow, the weekend, next week, or a custom time. It returns to To do and pings the assignee when it wakes.
  • Comments and history: discuss each task in a comments thread and review a full audit trail of assignments, status changes, and edits.

Read more in the Tasks docs.

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