> ## 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

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.

<Note>
  [Business and Scale plans](https://support.quo.com/core-concepts/administration/billing/pricing) 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.
</Note>

***

## Create a task on web or desktop

<AccordionGroup>
  <Accordion title="From the conversation sidebar" defaultOpen icon="arrow-left-from-bracket">
    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

    <Tip>
      Tasks will appear in the sidebar with the contact’s information **and** in the inbox-level Tasks view.
    </Tip>

    <Frame>
      <img src="https://mintcdn.com/resource-center/ncm_LHsWcGaIq3FE/images-2026/tasks/lt_tasksfromsidebar_Quo_05_26_2026.webp?fit=max&auto=format&n=ncm_LHsWcGaIq3FE&q=85&s=7126c1f8c5a683f1d854a402eecb3ec9" alt="Create a task from the sidebar" style={{ maxHeight:"450px" }} width="3580" height="2212" data-path="images-2026/tasks/lt_tasksfromsidebar_Quo_05_26_2026.webp" />
    </Frame>
  </Accordion>

  <Accordion title="From a specific call or message " icon="list-radio">
    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

    <Frame>
      <img src="https://mintcdn.com/resource-center/ncm_LHsWcGaIq3FE/images-2026/tasks/lt_tasksfromacallormessage_Quo_05_26_2026.webp?fit=max&auto=format&n=ncm_LHsWcGaIq3FE&q=85&s=9e4e640dca248939681b7525ded08c4d" alt="Create a task from a call or message" style={{ maxHeight:"450px" }} width="3580" height="2212" data-path="images-2026/tasks/lt_tasksfromacallormessage_Quo_05_26_2026.webp" />
    </Frame>
  </Accordion>

  <Accordion title="From an inbox - not attached to a specific conversation or activity" icon="inbox-full">
    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

    <Tip>
      **Tasks are always attached to something:** a conversation, an activity, or an inbox. They don’t exist as standalone to-dos.
    </Tip>

    <Frame>
      <img src="https://mintcdn.com/resource-center/ncm_LHsWcGaIq3FE/images-2026/tasks/lt_tasksfrominbox_Quo_05_26_2026.webp?fit=max&auto=format&n=ncm_LHsWcGaIq3FE&q=85&s=f00b317cc15dfd8f098fc2fe4501e0e3" alt="Create a task from the inbox" style={{ maxHeight:"450px" }} width="3580" height="2212" data-path="images-2026/tasks/lt_tasksfrominbox_Quo_05_26_2026.webp" />
    </Frame>
  </Accordion>
</AccordionGroup>

***

## Create a task on mobile

<AccordionGroup>
  <Accordion title="From a conversation" icon="arrow-left-from-bracket">
    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

    <Frame>
      <img src="https://mintcdn.com/resource-center/ncm_LHsWcGaIq3FE/images-2026/tasks/mobile/view_createtaskfromconversation_mobile.png?fit=max&auto=format&n=ncm_LHsWcGaIq3FE&q=85&s=6877721fc4966f3d12605b78f49732db" alt="Create a task from a conversation on mobile" style={{ maxHeight:"450px" }} width="1500" height="1200" data-path="images-2026/tasks/mobile/view_createtaskfromconversation_mobile.png" />
    </Frame>
  </Accordion>

  <Accordion title="From a specific call or message " icon="list-radio">
    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

    <Frame>
      <img src="https://mintcdn.com/resource-center/ncm_LHsWcGaIq3FE/images-2026/tasks/mobile/long-press_createtasksfromcallormessage_mobile.png?fit=max&auto=format&n=ncm_LHsWcGaIq3FE&q=85&s=886f1b7f90cb9f252607e483f235b2cc" alt="Create a task on mobile from a call or message" style={{ maxHeight:"450px" }} width="1500" height="1200" data-path="images-2026/tasks/mobile/long-press_createtasksfromcallormessage_mobile.png" />
    </Frame>
  </Accordion>

  <Accordion title="From an inbox - not attached to a specific conversation or activity" icon="inbox-full">
    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

    <Frame>
      <img src="https://mintcdn.com/resource-center/ncm_LHsWcGaIq3FE/images-2026/tasks/mobile/createtask_mobileinbox.png?fit=max&auto=format&n=ncm_LHsWcGaIq3FE&q=85&s=ddfab5c9b835700e583984c00eb4a6b4" alt="Create a task from the mobile inbox" style={{ maxHeight:"450px" }} width="1500" height="1200" data-path="images-2026/tasks/mobile/createtask_mobileinbox.png" />
    </Frame>
  </Accordion>
</AccordionGroup>

<Note>
  **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.
</Note>

***

## Manage Tasks at the inbox level

<Frame>
  <img src="https://mintcdn.com/resource-center/ncm_LHsWcGaIq3FE/images-2026/tasks/lt_taskstab_inbox_webdesktop_Quo_05_26_2026.webp?fit=max&auto=format&n=ncm_LHsWcGaIq3FE&q=85&s=2f1e87f28e60240b991901afc8bc2024" alt="Manage Tasks from the inbox" style={{ maxHeight:"450px" }} width="1266" height="820" data-path="images-2026/tasks/lt_taskstab_inbox_webdesktop_Quo_05_26_2026.webp" />
</Frame>

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

<Frame>
  <img src="https://mintcdn.com/resource-center/ncm_LHsWcGaIq3FE/images-2026/tasks/lt_managetasksfrominbox_web_Quo_05_26_2026.webp?fit=max&auto=format&n=ncm_LHsWcGaIq3FE&q=85&s=59f002020b8cca2f3283cfcd5d0fc7aa" alt="Manage Tasks from the inbox" style={{ maxHeight:"450px" }} width="3580" height="2212" data-path="images-2026/tasks/lt_managetasksfrominbox_web_Quo_05_26_2026.webp" />
</Frame>

* View completed tasks, or reopen them
* Copy a link to the task
* Delete the task
* Review a history of changes
  <Frame>
    <img src="https://mintcdn.com/resource-center/ncm_LHsWcGaIq3FE/images-2026/tasks/lt_tasksdetailview_desktop_Quo_05_26_2026.webp?fit=max&auto=format&n=ncm_LHsWcGaIq3FE&q=85&s=f73414a57e308f561972fd341b556ab6" alt="Copy link, delete a task or view history" style={{ maxHeight:"450px" }} width="1290" height="834" data-path="images-2026/tasks/lt_tasksdetailview_desktop_Quo_05_26_2026.webp" />
  </Frame>

<Tip>
  Use this view to manage your personal work queue and keep an eye on what needs attention across all conversations in an inbox.
</Tip>

***

## Manage Tasks by conversation

<Frame>
  <img src="https://mintcdn.com/resource-center/ncm_LHsWcGaIq3FE/images-2026/tasks/lt_managetasksfromconversation_webdesktop_Quo_05_26_2026.webp?fit=max&auto=format&n=ncm_LHsWcGaIq3FE&q=85&s=2ba698c8e198772916a5ade0fc11d40a" alt="Manage Tasks from the inbox" style={{ maxHeight:"450px" }} width="3580" height="2212" data-path="images-2026/tasks/lt_managetasksfromconversation_webdesktop_Quo_05_26_2026.webp" />
</Frame>

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

<Tip>
  Overdue tasks are flagged in the **Tasks view** so they're easy to spot.
</Tip>

***

## FAQs

<AccordionGroup>
  <Accordion title="How many tasks can I have open at once?">
    * **Starter workspaces are limited to 10 open tasks**. Any task **not marked complete** counts toward that limit, including tasks assigned to teammates.

    <Note>
      **Completed Tasks do not** count toward the 10-task limit on the Starter plan.
    </Note>

    * [Business and Scale](https://support.quo.com/core-concepts/administration/billing/pricing) plans can have unlimited open tasks.
  </Accordion>

  <Accordion title="What happens when a task is marked complete?">
    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.
  </Accordion>

  <Accordion title="Who can create and see tasks in an inbox?">
    Anyone with access to an inbox can create, assign, and view its tasks. This includes tasks on conversations they don't own.
  </Accordion>

  <Accordion title="Can I create a task without linking it to anything?">
    No. **Tasks must be linked to an activity, conversation, or inbox.** At minimum, a task needs to be attached to an inbox — there's no way to create a standalone task right now.
  </Accordion>

  <Accordion title="Why don't I see Tasks on a contact?">
    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.
  </Accordion>

  <Accordion title="Can I see Tasks assigned to me across all inboxes?">
    At this time, there is no workspace-level or inbox-agnostic view of tasks. Tasks are viewed per-inbox, and you can **filter by assignee** to find yours.

    <Note>
      **Tasks are grouped by inbox**, so you'll **need to switch** between inboxes to see everything.
    </Note>
  </Accordion>

  <Accordion title="Why isn't my teammate getting notified about a task?">
    **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
  </Accordion>

  <Accordion title="Do Tasks sync with external tools like Zapier, Asana or Google Tasks? ">
    Tasks don’t have any direct integrations just yet, but you can access them via Quo's API and build your own.

    <Tip>
      If you need to track work in an external tool, you can **copy a link to any task and paste it elsewhere**.
    </Tip>
  </Accordion>

  <Accordion title="Can I use Claude or ChatGPT to find my Tasks?">
    Yes! Once you've connected [Claude](https://support.quo.com/core-concepts/integrations/mcp/claude) or [ChatGPT](https://support.quo.com/core-concepts/integrations/mcp/chatgpt) to your workspace, you'll be able to ask about your Tasks directly from your chat.
  </Accordion>

  <Accordion title="Are Tasks available on mobile?">
    Yes! Tasks is available on iOS and Android. 
  </Accordion>
</AccordionGroup>

***

**Need help?** [Submit a support request](https://support.quo.com/help/submit-a-request) and we'll jump in.
