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Documentation Index

Fetch the complete documentation index at: https://support.quo.com/llms.txt

Use this file to discover all available pages before exploring further.

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 active 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
  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 Coming soon

  1. Open a conversation and press and hold 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. Find the call or message activity you want to create a task from
  3. Press and hold the activity to bring up the menu
  4. Tap Create new task and enter a task name and description
  5. Add an assignee, and due date
  6. 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, and due date
  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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FAQs

Starter workspaces can have up to 10 active tasks. Business and Scale plans have unlimited tasks.
Tasks are created from conversations and stay linked to the conversation they came from. Creating standalone tasks isn’t supported at this time.
Anyone with access to the inbox can see its tasks in the Tasks tab.
Tasks are created at the conversation level. If activity-level task creation is added in a future release, this article will be updated.
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 back to pending.
The Tasks tab shows tasks within a single inbox. To see tasks assigned to you across all inboxes, switch to each inbox and filter by your name in the Tasks tab.
Yes. You can create and assign tasks in any conversation you have access to, regardless of who the conversation is assigned to.
Tasks lives inside Quo and doesn’t sync with external task managers at this time. If you need to track work in an external tool, you can copy a link to any task and paste it elsewhere.
Tasks live within your inbox and aren’t connected directly to each of your contacts’ profiles.
Not yet. Right now, tasks are grouped by your inboxes.
Nope! Only active tasks count toward the 10 tasks on the Starter plan.
Yes! Once you’ve connected Claude or ChatGPT to your workspace, you’ll be able to ask about your tasks directly from your chat.
Need help? Submit a support request and we’ll jump in.