Clarify automatically creates tasks from recorded meetings. You can also create tasks manually.
Where to find your tasks
Tasks appear in multiple places:
Tasks page - View and filter all tasks across your workspace
Home page - Shows overdue and today's tasks
Meeting pages - Shows tasks created from that specific meeting
Deal pages - Shows tasks linked to that deal
Each task displays its status, priority, due date, and assignee.
Tasks page
Navigate to Tasks from the sidebar to see all workspace tasks organized by due date.
Filter tabs:
Assigned to me - Tasks where you're the assignee
Created by me - Tasks you created
All - All tasks in your workspace
Automatic grouping
Tasks organize by due date into:
Overdue - Past their due date
Today - Due today
Next - Due in the next few days
Later - Due further out or no due date set
Each section displays the count of tasks in that category.
Bulk actions
Select multiple tasks using checkboxes to update status, due date, deal, priority, or assignee for all of them at once.
Automatic task creation
Clarify creates tasks automatically from action items discussed in recorded meetings.
ℹ️ Automatic task creation only works for meetings recorded by Clarify.
Manual task creation
Click Add task on the Tasks page to create tasks manually.
Deal-specific tasks
Tasks automatically link to deals when meeting participants are related to that deal. This helps you track all work supporting each deal.
Managing Tasks
Click any task to edit its:
Status
Priority
Assignee
Due Date
Associated Deal
Comment on tasjs to coordinate with your team.
Editing Task due dates
You can set, change, or remove due dates on any task:
To change a due date: Click the due date and select a new date from the calendar.
To remove a due date: Click the current due date and select the same date again to clear it.
✨ This is useful when you're waiting on others to complete a task and don't want to keep pushing the date forward.
Limitations
Tasks link to deals only
Tasks currently can't link to people or companies. Support for other record types is planned.
Workaround: Use custom fields and labels to track non-deal tasks.