In Mando AI, you add a task from an AI agent's Tasks board or from a customer's page. You write what needs doing, then choose who it is about, who owns it and when it is due. The task opens as soon as it is added, so you can fill in the rest.
Before you start
- Tasks are included from the Business plan and on every free trial. See What are Tasks in Mando AI?.
- You need access to work the AI agent's inbox. Without it you can see tasks but not add them.
Steps
- Open your AI agent, then go to CRM, then Tasks.
- Click Add task at the top of the page. To put the task straight into a column, click Add a task at the bottom of that column instead.
- In What needs doing?, write the task's title.
- Under Customer, type at least two letters of the customer's name or phone number, then pick them from the list. Leave it empty for a task that is not about one customer.
- Choose the Owner. You are the owner to start; pick a teammate, or No owner.
- Optional: pick a Due date and time, and Labels.
- Click Add task.
Add a task from a customer's page
A customer's page has a Tasks panel that lists their open tasks with this AI agent. Click Add task in that panel: the customer is already filled in, and the rest of the window is the same.
What you should see
The task is added to the column you chose, or to the board's first column when you used the button at the top of the page, and it opens. If you gave it to a teammate, they are notified.
Troubleshooting
There is no Add task button
You can see this AI agent's tasks but cannot work its inbox. Ask an admin for inbox access to this agent.
I can't pick a date in the past
A due date can't be in the past. Past days are greyed out, and a time that has already gone today moves to the next full hour.
There is no Labels field
Labels appear only when chat labels are turned on for this AI agent. A task uses the same labels as the agent's chats.
Frequently asked questions
Does every task need a customer?
No. A task can be about one customer or about none. A task with no customer shows "Not about one customer" where the customer would be.
Can I add a task for a teammate?
Yes. Choose them as the Owner when you add the task. They get a notification that you gave them a task.