f740bac988
Co-authored-by: Félix Malfait <felix.malfait@gmail.com> Co-authored-by: Félix Malfait <felix@twenty.com>
112 lines
5.1 KiB
Plaintext
112 lines
5.1 KiB
Plaintext
---
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title: Tasks
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info: Understand how to effectively manage tasks in Twenty.
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image: /images/user-guide/tasks/tasks_header.png
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sectionInfo: Discover how to leverage Notes and Tasks to better collaborate with your team.
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---
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import { VimeoEmbed } from '/snippets/vimeo-embed.mdx';
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<Frame>
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<img src="/images/user-guide/tasks/tasks_header.png" alt="Header" />
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</Frame>
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Manage all tasks within your workspace using the **Tasks** feature. This guide will show you how to create and manage tasks, switch between upcoming and completed tasks, edit task details, and much more.
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## Common Use Cases
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### Sales Follow-ups
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- **Meeting Next Steps**: Create tasks for action items discussed during client calls
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- **Proposal Follow-ups**: Set reminders to check on pending proposals
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- **Contract Reviews**: Schedule tasks for contract negotiations and approvals
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### Customer Success
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- **Onboarding Tasks**: Automatically create onboarding checklists when deals close
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- **Check-in Reminders**: Schedule regular customer health check calls
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- **Renewal Preparation**: Set tasks to prepare for contract renewals 90 days in advance
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### Internal Project Management
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Beyond sales and customer success, Tasks support broader organizational needs:
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- **Product Development**: Track feature releases, bug fixes, and development milestones
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- **Marketing Campaigns**: Manage campaign launches, content creation, and promotional activities
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- **HR Operations**: Handle recruitment processes, employee onboarding, and performance reviews
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- **Finance Tasks**: Schedule budget reviews, invoice processing, and financial reporting
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- **Operations**: Coordinate facility management, vendor relationships, and process improvements
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### Automated Task Creation
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Use [Workflows](/user-guide/workflows/getting-started-workflows) to automatically create tasks:
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- **Deal Won Triggers**: Auto-create onboarding tasks assigned to CS team when opportunities close
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- **Email Reminders**: Set up weekly email reminders for tasks due this week (sent every Monday)
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- **Pipeline Automation**: Create follow-up tasks when deals stall in specific stages
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- **Meeting Integration**: Auto-generate tasks from meeting recordings or calendar events
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## Task Features
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### Relations Field
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Tasks include a `Relations` field that allows you to attach a single task to multiple records across different objects. For example, you can link one follow-up task to:
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- The Person you need to contact
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- The Company they represent
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- The Opportunity being pursued
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- Any relevant Notes or other records
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This morph many relationship ensures tasks are accessible from all relevant record pages and provides complete context.
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### User Tagging
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**Note**: User tagging within tasks is not currently available. This feature is planned for 2026, which will allow you to mention team members and trigger notifications when assigning or updating tasks.
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## Creating Tasks
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Creating tasks in Twenty is seamless. You can either:
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- Go to the `Tasks`tab and press the `+` button at the top right of the page.
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- Use the search function by pressing `cmd/ctrl + k`, then select 'Create task' from the list of quick actions.
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- Go to a `Record page` and press `+` at the top right of the page, or go to the Task tab and press the `Add Task` button.
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<VimeoEmbed videoId="928786754" title="Creating tasks" />
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### Adding Task Content
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Once you've created a task you can enrich it with rich content, such as Titles, Bullet points or even images. To do so, press `/` and enter the desired command.
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## Viewing Tasks
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The **Tasks** page displays all your tasks across your workspace. Here you can:
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- Filter tasks assigned to a specific user by clicking the button with your name at the top right of the screen.
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- Toggle between upcoming (`To do`) and completed (`Done`) tasks to see what needs attention and what you have accomplished.
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You can also see tasks for a given Record on its `Record page`.
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<VimeoEmbed videoId="927908280" title="Viewing tasks" />
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## Editing Tasks
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To edit a task, you should click on its card. This will open a side panel offering the following features:
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- **Assignee and Due date**: Update the assignee or edit the due date.
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- **Comments**: Work together with your team members by adding comments on tasks to give updates or feedback.
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- **Automations**: Thanks to the API and Webhooks, you can also automate task creation triggered by specific activities in your workspace.
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## Marking Tasks as Complete
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To mark a task as complete:
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1. Locate the task on your `Tasks` page or within a `Record page`.
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2. Click on the circle at the left of the task card, it will change to signify completion.
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3. The task status will automatically update to `Done`.
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This procedure will help keep an updated record of your accomplishments.
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<VimeoEmbed videoId="927910083" title="Marking tasks as complete" />
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## Delete a task
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To permanently remove a task:
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1. Open the task you want to delete by clicking on its card, either from the `Tasks` page or within a `Record page`.
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2. Click the trash icon located in the top right corner of the task details panel.
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Please note, deleting a task is permanent and can't be undone. Consider marking tasks as `Done` if there is a chance you will need to refer to them again.
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