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Tasks lets you create action items directly from conversations and track them alongside your inbox. Assign tasks to teammates, set due dates, and mark them complete without leaving Quo.
Business and Scale plans have unlimited tasks, while Starter plans can have up to 10 open tasks. On the Starter plan, Completed tasks don’t count toward your limit.

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Create a task on web or desktop

From the conversation sidebar

  1. Open a conversation and locate the Tasks section in the right sidebar
  2. Click Create new task and enter a task name and description
  3. Add an assignee, and due date
    1. You can also choose an exact time or pick from 15-minute increments. If you don’t set a time, the due date defaults to 9:00 AM.
  4. Click Create task to save the task
Tasks will appear in the sidebar with the contact’s information and in the inbox-level Tasks view.
Create a task from the sidebar
  1. Open a conversation and locate a call or message activity
  2. Hover over that activity until the menu bar appears
  3. Click Create new task and enter a task name and description
  4. Add an assignee, and due date
  5. Click Create task to save the task
Create a task from a call or message
  1. Open the Tasks tab of an inbox
  2. Click the New task button and enter a task name and description
  3. Add an assignee, and due date
  4. Click Create task to save the task
Create a task from the inbox

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Create a task on mobile

  1. Open a conversation and tap the contact name
  2. Tap View tasks
  3. Tap the + button
  4. Enter a task name and description
  5. Add an assignee, and due date
  6. Tap Create task to save the task
Create a task from a conversation on mobile
  1. Open a conversation
  2. Tap call or message activity you want to create a task from
  3. Tap Create new task and enter a task name and description
  4. Add an assignee, and due date
  5. Tap Create task to save the task
Create a task on mobile from a call or message
  1. Open the Tasks section at the top of your conversations list in an inbox
  2. Tap the + button
  3. Enter a task name and description
  4. Add an assignee, due date and time
  5. Tap Create task to save the task
Create a task from the mobile inbox
Tasks created from a conversation or activity stay linked to their source. When you open the task later, you can navigate back to where it was created.

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Manage Tasks at the inbox level

Manage Tasks from the inbox
The Tasks tab in your inbox rolls up all tasks across conversations in that inbox. You can find it next to Chats and Calls in your inbox. From the Tasks tab, you can:
  • See all tasks for the inbox in one place
  • See which conversation the task belongs to
  • Filter by owner, due date, or status
  • Group tasks to focus on what’s yours or what’s overdue
Manage Tasks from the inbox
  • View completed tasks, or reopen them
  • Copy a link to the task
  • Delete the task
  • Review a history of changes
    Copy link, delete a task or view history
Use this view to manage your personal work queue and keep an eye on what needs attention across all conversations in an inbox.

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Manage Tasks by conversation

Manage Tasks from the inbox
Click any task in the conversation sidebar on web or desktop to open its detail view. From there you can:
  • Edit the title, description, assignee, or due date
    • Team members are notified when they’re assigned a task and if it becomes overdue.
  • Mark the task complete or reopen it
  • Copy a link to the task
  • Delete the task
  • Review a history of changes
Overdue tasks are flagged in the Tasks view so they’re easy to spot.

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Manage Tasks across your workspace

Tasks in the side panel shows every task you have access to across all your inboxes, not just one. It uses the same filters and actions as the inbox-level Tasks view, including My tasks and Time sensitive.
Tasks Globaltaskview Quo 10 05 2026
From here, you can:
  • See every task you have access to across inboxes in one list
  • Filter by owner, due date, or status, same as the inbox Tasks view
  • Reassign a task’s inbox if it was created in the wrong one
  • Create a task without assigning it to an inbox, useful for business to-dos like license renewals or training that aren’t tied to a conversation or contact

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Your overdue tasks

Tasks assigned to you that are overdue appear in the My tasks section at the top of the list, with a red badge on the sidebar Tasks item showing the count. The badge only counts your own overdue tasks, never a teammate’s.
Tasks Globaltaskview Personaltasks Quo 10 05 2026

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FAQs

  • Starter workspaces are limited to 10 open tasks. Any task not marked complete counts toward that limit, including tasks assigned to teammates.
Completed Tasks do not count toward the 10-task limit on the Starter plan.
Completed tasks move to the Completed section in the Tasks tab. You can reopen a completed task at any time by editing it and changing its status.
Anyone with access to an inbox can create, assign, and view its tasks. This includes tasks on conversations they don’t own.
Tasks are attached to conversations, inboxes, and activities, not to contacts directly. To find tasks related to a contact, open one of their conversations and check the Tasks section there.
Yes. The Tasks entry in the sidebar shows every task across every inbox you have access to. Filter by My tasks to see only yours.
Two things to check:
  1. Make sure an assignee is set (tasks without one don’t trigger notifications)
  2. Confirm they have access to the inbox the task was created in
Tasks don’t have any direct integrations just yet, but you can access them via Quo’s API and build your own.
If you need to track work in an external tool, you can copy a link to any task and paste it elsewhere.
Yes. Task events can trigger webhooks, so your service gets notified when tasks change. For the task endpoints and webhook details, see the Quo API reference.
Yes! Once you’ve connected Claude or ChatGPT to your workspace, you’ll be able to ask about your Tasks directly from your chat.
Yes! Tasks is available on iOS and Android. 
No. The badge on the sidebar Tasks item only counts tasks assigned to you that are overdue. It never includes a teammate’s overdue work.
Yes. You can create a task from the global Tasks view without assigning it to an inbox. This is useful for general to-dos. Tasks created from a conversation, call, or message still link to that source.
Yes. When you add a due date, you can choose an exact time or pick from 15-minute increments. This is useful for callbacks and other time-sensitive follow-ups. If you skip it, the due date defaults to 9:00 AM.