Tasks help you stay organized by tracking to-dos for your accounts. In Coffee, tasks are either created manually by you or generated automatically from your meeting notes. All tasks must be associated with at least one person, company, or deal.
Create from the Tasks page
Navigate to the Tasks page using the left sidebar.
Click Add task in the top right corner.
Enter a title and an optional description.
Set the priority, due date, and owner.
Search for and select the person, company, or deal to associate with the task. You can associate multiple records if needed.
Click Add task.
Create from the top navigation
Click the plus sign (+) at the top left of any page in Coffee.
Select Task.
Enter a title and an optional description.
Set the priority, due date, and owner.
Search for and select the person, company, or deal to associate with the task. You can associate multiple records if needed.
Click Add task.
Create from People, Companies, or Deals
Go to the Companies, People, or Deals page.
Right-click on the specific record you are working with.
Select Add task.
The task will automatically link to that record. Fill in the remaining details and save.
Add AI-suggested tasks from meetings
Coffee automatically identifies potential to-dos during your conversations.
Open Meeting summary from your Meetings and Notes page.
Review the suggested tasks identified by the AI.
Select the checkbox next to the tasks you want to keep.
Click Add to tasks.
Managing and viewing tasks
Your active tasks are visible in two main locations:
Today page: High-priority and upcoming tasks appear here for immediate action.
Tasks page: A full list of your manual and automated tasks.
Marking tasks as done
When you complete a task, click the checkbox to mark it as done.
Completed tasks are hidden from your primary view to keep your workspace clean.
To review tasks you have already finished:
Go to the Tasks page.
Use the status filter at the top right to toggle between "Open" and "Closed" tasks.
