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In-conversation task panel

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Conversa Labs

Conversa Labs

Last updated on Jun 27, 2026

Overview

The task panel is an embedded block that appears next to a conversation, on a contact's profile or in a CRM deal detail. From it you create and track tasks linked to that record — without leaving the support flow. Whatever needs to be done out of a conversation becomes a trackable task, with an assignee, due date and priority.

The link is flexible: a task can be tied to a conversation, a contact and/or a deal. If the linked record stops existing, the task doesn't disappear or break — it simply loses the link.

Prerequisites

  • The Tasks module enabled for the account. With the module off, the panel simply doesn't appear (no impact on the rest of the screen).
  • A conversation, contact or CRM deal open, where the panel will be shown.
  • User access to the account.

Step by step

  1. Open a conversation (or a contact's profile, or a deal in the CRM).
  2. Find the task panel in the record's sidebar/detail area.
  3. Click to create a task — it's born already linked to that record.
  4. Set assignee, due date, priority and other fields just like any task.
  5. Track the linked tasks and their status right there; open a task to see details, subtasks, comments and attachments.

Settings & options

  • Single link context: the panel shows the tasks for that specific record (conversation, contact or deal).
  • Creation in context: tasks created from the panel carry the link automatically.
  • Resilient link: if the conversation/contact/deal is deleted, the task remains (it just loses the link).
  • Automation: tasks can also be created automatically by automation rules from conversation events — combine with the panel for the full picture.

Use cases

  • During a chat, open a "send proposal" task already tied to the conversation and the contact.
  • In a CRM deal detail, list everything left to close the sale.
  • Track a recurring contact's pending items right on their profile.
  • Standardize post-support by creating follow-up tasks linked to the conversation.

Tips, limits & best practices

  • Create the task in context (from the panel) to guarantee the right link from the start.
  • Use clear due dates and assignees — the task will also show up in the list/board/calendar views.
  • Combine with reminders to resume the conversation at the right moment.
  • Don't rely on the panel to see ALL your tasks: the Tasks area shows the complete overview.

Troubleshooting

  • The panel doesn't appear: the Tasks module may be off for the account — ask an administrator.
  • The task isn't linked to the conversation: it was probably created outside the panel; create it from the panel or review the link.
  • The linked record is gone: the task still exists in the Tasks area, just without the link.

See also