Clarify automatically creates tasks from recorded meetings and you can manually create tasks for deals.
Automatic task creation
When you record meetings with Clarify, Clarify automatically creates tasks for action items discussed during the call.
Note: Automatic task creation only works for meetings recorded by Clarify.
When meetings are recorded with a Clarify recorder, Clarify creates tasks for action items discussed during the call.
Automatic task creation only works for meetings recorded by Clarify (bot recorder or local recording)
Where to find your tasks
You'll see tasks in several places throughout Clarify:
Home page - Shows overdue and today's tasks
Tasks page - Shows everyone's tasks (available from the navigation bar)
Meeting pages - Shows tasks created from that specific meeting
Deal pages - Shows tasks linked to that deal
Each task shows:
Status - How the task is progressing
Priority - Whether it's important or urgent
Due date - When it needs to be completed
Assignee - Who's responsible for completing it
You can comment on tasks just like other objects in Clarify. This lets you collaborate and coordinate with your team without leaving the platform.
Manual task creation
You can manually create tasks using the add task button on your Tasks page.
Deal-specific tasks
Tasks automatically link to deals when meeting participants are related to that deal. This helps you track all the work being done to support each deal.
