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
- Open a conversation (or a contact's profile, or a deal in the CRM).
- Find the task panel in the record's sidebar/detail area.
- Click to create a task — it's born already linked to that record.
- Set assignee, due date, priority and other fields just like any task.
- Track the linked tasks and their status right there; open a task to see details, subtasks, comments and attachments.
Tasks created from bookings and contracts
A task created from a booking or contract preserves the conversation linked to the source record. Its contact and creation activity follow those links. Open the conversation and review the linked records before using the task to trigger a rule with a public message. A missing link is not replaced with a conversation carrying the same displayed number.
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.