- Click Task under the message box, or New task in the top bar.
- Name it, pick who it is for, and set the due date and time.
- Set status (To do, In progress, Done) and priority.
- The assignee is notified, and the task appears in their My tasks list and activity feed.
- Update the status straight from the task card in the chat, no separate app.
Worth knowing
Tasks can be created from an alert too. Create task on a low-stock or high-risk card carries the context across.
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