How does the Assistant create tasks in Task Manager?
The AI Assistant accepts instructions in plain language - “create a task for Marek for Friday: revisions to the Nord proposal” - and turns them into a task with a title, description, due date and assignee. The task is created in the Workspace you are working in and appears in the Calendar immediately.
How does it work?
- 01
Dictate or type your instruction in the Assistant window.
- 02
The Assistant identifies the subject, due date and assignee, and asks for any missing information.
- 03
The task is created in the current Workspace with a completed description.
- 04
The assignee receives a notification in the app and by email.
What do you gain?
Speed: create a task while you are on a phone call.
Complete information: the Assistant asks for a due date and assignee instead of leaving fields blank.
Less chance of forgetting: the action point goes straight onto the list instead of relying on memory.
An everyday example
A salesperson finishes a call with a client and gives the Assistant a one-sentence instruction. Before they get into the car, the task is in the system with a due date and assignee.
Frequently asked questions
Will the Assistant ask for missing information?
Yes, if you do not provide a due date or assignee.
Can I create several tasks at once?
Yes - for multi-step tasks, it is better to use the AI Agent.
Will the task go to the right Workspace?
It will go to the one you are working in, but you can also choose another.