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Tasks overview

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Conversa Labs

Conversa Labs

Last updated on Jun 27, 2026

Overview

The ConversaLabs Tasks module is a full work manager — in the spirit of Asana/ClickUp/Linear — built into your support operation. It lets you create tasks with a title, description, assignees, due date, priority and status, organize them into lists, track them on a board (kanban) or a calendar, break them into subtasks, connect them with dependencies, repeat them with recurrence, and never miss a deadline with reminders.

Beyond the basics, Tasks offers advanced capabilities: SLA (response and completion time targets), templates (reusable blueprints), checklists, comments, watchers, attachments, labels and custom attributes. You can also open and track tasks inside a conversation, linking support work to what needs to get done.

Prerequisites

  • The Tasks module is optional and must be enabled for your account. If you don't see Tasks in the sidebar, ask an administrator to turn it on.
  • A user with access to the account. Some actions (such as creating SLA policies and templates) are reserved for administrators.
  • To use tasks inside conversations, you need at least one Inbox with active conversations.

Step by step

  1. Open Tasks from the left sidebar.
  2. Create your first task by providing, at minimum, a title.
  3. Set assignee(s), due date, priority and the list the task lives in.
  4. Track progress by changing the status (backlog, to do, in progress, in review, done, cancelled).
  5. Switch between the list, board and calendar views to fit your routine.
  6. Mark the task done when the work is finished — the system records the completion date.

Settings & options

  • Lists: group tasks by project, team or workflow.
  • Status and priority: status describes the work stage; priority helps order what's most urgent.
  • Assignees and watchers: who does the work and who should follow the updates.
  • Due dates: due date/time and a start date, used by the calendar and overdue alerts.
  • Labels and custom attributes: free classification and fields specific to your business.

Use cases

  • Distribute and track the support team's operational work.
  • Turn a request received in a conversation into a task with an owner and a deadline.
  • Plan recurring routines (weekly reports, monthly reconciliations) with recurrence.
  • Guarantee response/completion times with SLA policies.

Tips, limits & best practices

  • Start with a few clear lists, then adopt board, SLA and templates later.
  • Use priority deliberately: if everything is urgent, nothing is.
  • Past due dates on unfinished tasks are flagged as overdue — review them often.
  • Tasks and subtasks survive the deletion of their parent task (they're orphaned, not removed) — organize before deleting.

Troubleshooting

  • I don't see Tasks in the menu: the module may not be enabled for your account — ask an administrator.
  • I can't create an SLA policy or template: those actions require an administrator role.
  • My task isn't in the expected list: check the view filter and whether it has been archived.

See also