Stay on top of your tasks
Create tasks, give them to teammates, link them to records and spot the ones that are overdue.
What you will learn
- Create a task
- Only the name is required. Set who it's for, a due date and the account it belongs to.
- Overdue tasks
- A task past its due date shows in red until you complete it.
- Views
- See tasks as a list or as cards, and switch between all tasks and your own.
Daily work
3 lessonsApprox. 7 min
Your progress0%
Related articles
- TasksCreate tasks, give them to teammates, link them to records and see what's due, including the follow-ups PromptLab creates from meetings and calls.
- MeetingsBring your meetings into PromptLab, prepare with AI, let the notetaker record them, and get the summary, transcript and tasks afterwards.
- IntegrationsConnect PromptLab to your email, calendar, messaging, productivity, and ERP tools to capture every customer interaction automatically.