Tasks

Create a task from the Tasks page

1. Open Tasks.
2. Click New Task.
3. Choose the task type:
   • SMS
   • Email
   • Call
   • Meeting
   • Review
4. Enter a clear Title describing the next action.
5. Add an optional description with context or instructions.
6. Set the priority: Urgent, High, Med, or Low.
7. Choose a due date and, if useful, a due time.
8. Select a contact.
   • A contact is required for SMS, email, and call tasks.
   • A contact is optional for meeting and review tasks.
9. Choose Assign To. Select a team member or use Auto-assign.
10. Click Create Task.

Create a task from a contact

Use this path when the work is about a person you already have open.

1. Open Contacts.
2. Open the contact.
3. Select the Tasks tab.
4. Click Add task.
5. Complete the task form and click Create Task.

The contact is attached automatically, so you do not need to search for them again.

Understand task types

The task type helps Superpractice present the right actions and keeps task reporting meaningful. Choose the channel the assignee is expected to use.

Work the task queue

The Tasks page includes:

• Summary cards for Overdue, Due today, Unassigned, and Completed.
• Quick views for All active, My tasks, Today, Yesterday, Overdue, Starred, and Completed.
• Search, detailed filters, and sorting.

Click a task to open its details. Depending on the task, the available actions can include:

• Handled — mark the work complete.
• Deny — cancel a task that should not be done.
• Execute — run an eligible AI-assisted task.
• Approve — approve work waiting for review.
• Reschedule — change the due date.
• Reopen — move a completed or denied task back to pending.

Complete several tasks at once

1. Select the checkbox beside each task.
2. Use the bulk action bar to:
   • Mark the selected tasks done
   • Deny them
   • Assign them to a team member
   • Delete them
3. Confirm the result in the task list and summary counts.

Use Deny when a task is not appropriate but should remain part of the work history. Use Delete for duplicates or mistakes.

AI-recommended tasks

Superpractice can generate follow-up tasks from contact, call, meeting, and pipeline signals. Treat these as a prioritized work queue:

1. Review the title, contact, lead score, due date, and owner.
2. Open the task for the underlying context.
3. Execute or handle useful tasks.
4. Deny recommendations that are not appropriate.
5. Reassign tasks when a different person owns the relationship.

Task-generation and assignment behavior is configured under Settings > Tasks.

Task hygiene

• Give every time-sensitive task a due date.
• Assign an owner unless your firm deliberately uses auto-assignment.
• Use a contact on all outreach work.
• Use Handled only after the action is complete.
• Deny stale or inappropriate AI recommendations instead of leaving them overdue.
• Use My tasks for daily execution and Unassigned for manager cleanup.

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