Create a task
You create a task with the New task button on the Tasks screen — give it a name, optionally pick an assignee and due date, and it appears for your whole team.
Step-by-step
Click Tasks in the left sidebar (on your phone: the Tasks tab, then the + button).
Click New task in the top-right. An inline composer opens at the top of the list.
Type the task name — for example, "Call Sophie back about her invoice."
Optionally pick an Assignee from the dropdown (it lists your workspace members) and a due date.
Press Enter or click Add. The task appears in the list, grouped under Today, Upcoming, or Completed based on its date and status.
Other ways tasks get created
- From a conversation: open a conversation, switch the right panel to the Tasks tab, and click Add task — it takes you to the Tasks screen to create one. The tab also shows tasks linked to that conversation.
- From Astra: the AI receptionist can open tasks from your calls and messages — for example, a callback request captured on an after-hours call.
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Frequently asked questions
Can tasks be created automatically?
Yes — Astra can open tasks from your calls and messages, so follow-ups like "call back tomorrow" land on the Tasks screen without anyone typing them.
Who can see my tasks?
Tasks are shared across the workspace. Everyone sees the full list; use the assignee to show who owns each one.