## 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

- [Tasks overview](/hc/ajuda/articles/tasks-overview-en)
- [Views: lists, board and calendar](/hc/ajuda/articles/tasks-listas-board-calendario-en)
- [Task SLA and templates](/hc/ajuda/articles/tasks-sla-templates-en)