Tasks

Tasks keep your company's work and next steps in one place. Ask your agent to create and update them as you work.

Start With the Outcome

Tell your agent what needs to happen and who should do it:

Create a task to review the new homepage copy. Assign it to me and link the draft.

A task can include notes, conversations and links, so you can pick up where you left off. For a larger goal, ask your agent to track the goal and make separate tasks for its next steps.

Labels group related work. Use the support label for customer issues and link the customer's contact, so the task also appears under Support tasks on their contact page. Your agent can add labels for other categories of work.

See What Needs Your Attention

Open Tasks to see current work. Needs you brings together work assigned to you, unassigned tasks and replies ready for review. Waiting tasks can still need your attention; completed tasks stay out of this view.

Ask your agent to keep each task's progress up to date:

• To do: work hasn't started.
• In progress: someone is working on it.
• Waiting: something specific needs to happen before work can continue.
• Done: the outcome is complete.

When work is waiting, name the blocker: “Waiting for Sam to approve the copy.” Assign agent work to Cofounder, and assign work to a person when they need to act.

Set a Follow-Up

Follow up on the homepage review next Tuesday morning.

A follow-up date records when the task needs attention. It doesn't schedule work to run automatically. Ask your agent to check what's due when planning what to do next.

Review a Reply

Your agent can draft a reply to a conversation linked to a task. Preview it in Tasks, and ask for changes in your agent chat. When it's ready, click Send reply to send it.

Saving a draft or adding a task comment doesn't send a message. Once the work is finished, ask your agent to mark the task Done.

From the Terminal

cofounder tasks create --title "Review the homepage copy"
cofounder tasks list --needs-you

See the command index for the CLI reference. Tasks is currently available to selected companies.