Tasks & projects
Tasks, subtasks, and projects with statuses, a kanban board, and links to the other modules.
Kanban & statuses
Section titled “Kanban & statuses”Tasks move across statuses on a kanban board, with subtasks and priorities. Projects group tasks, files, and related entities.
Tasks from the agent
Section titled “Tasks from the agent”The agent creates tasks from emails — for example, from an invoice — and from meetings. After a call, the follow-up turns decisions into tasks with owners and deadlines. You approve every creation.
A task knows which email or meeting it came from and is linked to notes and people. These links show in the graph and help the agent answer questions like “What is in progress for project X?”.