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Tasks + recurring work

Operational task manager — separate from the contact activity feed. Designed for natural-language input ("remind me to follow up with Banner next Tuesday") and structured output (departments, recurrence, blockers, audit trail).

Create a task

• Via Julie — fastest. "Remind me to call Iron Mountain next Monday at 9am." She picks department + priority automatically.
• Tasks view → + New task. Title, due date, priority, optional contact/deal link, optional recurrence.

Fields

• Title — short imperative ("Call Banner Health re: proposal")
• Priority — urgent / high / medium / low. Drives sort order in the Tasks view.
• Due date — optional timestamp. Overdue tasks are highlighted red.
• Department — sales / customer_service / finance / hr / ops / strategy. Surfaces in the Departments grouping.
• Category — call / email / meeting / followup / admin / other.
• Tags — multi-select labels for cross-cutting accountability.
• Recurrence — daily / weekly / monthly / quarterly / annual. The next instance auto-spawns when you complete the current one.
• Owner — defaults to you; admins/managers can reassign.
• Blocked by — link to another task that must complete first. The blocked task is hidden from active lists until unblocked.
• Linked records — contacts, deals, candidates this task relates to.

Completing

Click the checkbox. If recurring, the next instance pops in with the same metadata + new due date based on recurrence. Audit log records who completed it and when.

Snoozing

Push a task's due date forward without changing anything else. "Snooze that till Monday" or use the snooze button on the task row.

Comments

Each task has an audit log of every status change + a comment thread for context ("waiting on legal review", "called, left voicemail").