The Tasks module at /tasks is rebuilt from the ground up. Every task on a real campaign has a type, a resolution, and a follow-up — and now the platform tracks all three.
Categories
Every task belongs to one of five categories:
Filter the task list by category using the tabs at the top.
Creating tasks fast
The quick-add bar is always visible at the top. Type 3+ characters and press Enter to create a task instantly — no modal, no form. Press N from anywhere on the page to focus the quick-add bar.
Smart due date shortcuts appear in the create form: Today, Tomorrow, +3 days, This Friday, +1 week, +2 weeks. Click once to set the date.
Resolving tasks
Every task has a **Resolve** action instead of a simple checkmark. When you resolve a task, you pick what actually happened:
The resolution gets logged, and if the task is linked to a contact, an interaction is automatically recorded on their profile.
Adoni follow-up loop
After you resolve a task, Adoni's panel slides in with a contextual suggestion based on what happened. Left a voicemail? He suggests a follow-up call in 3 days and offers to create it for you. Met the person in person? He asks what the next step is. Accept his suggestion with one click to auto-create the follow-up task linked to the original.
Recurring tasks
Check the "Recurring" box on any task and set a frequency: weekly, biweekly, or monthly. When you complete the task, the next instance is automatically created with the correct due date.
Campaign Playbook
Click the Playbook button to import pre-built task sets:
These are the task sets that winning campaigns run. Import them and work through them.
Kanban board
Toggle to Board view to see your tasks in a classic kanban layout: To Do and In Progress columns. Drag cards or click to move them between columns.