Tasks
Tasks is a straightforward list of things to do. Your own to-dos live here alongside follow-ups that Relaya recommends or creates for you.
Filtering
Section titled “Filtering”Switch between two views:
- My tasks — tasks assigned to you
- All open — every open task in the workspace
Adding a task
Section titled “Adding a task”Add a task at any time, with an optional due date. When something has a deadline, set it — that timing helps the right work rise to the top of Today.
Getting things done
Section titled “Getting things done”Mark a task Done when you finish it. Overdue tasks are highlighted so they don’t slip.
Where tasks come from
Section titled “Where tasks come from”Every task carries a tag showing its origin:
- You — tasks you created
- Recommended — suggestions from Relaya
- Agent — created by the follow-up agent as it works on your behalf
Linking to a record
Section titled “Linking to a record”A task can link to a related account or deal, so the context travels with it and you can jump straight to what it’s about.