Tasks help you track action items from meetings and keep your deals moving forward. Clarify creates them automatically from recorded calls, and the Tasks page gives you a dedicated list view with filtering, grouping, sorting, and search.

Tasks appear in multiple places:

Navigate to Tasks in the sidebar. Tasks appear in a list view with columns for Task, Assignee, Status, Deal, Priority, Due Date, and Person.

The Search box finds tasks by keyword (Cmd+F / Ctrl+F). Filter narrows by any field. The sort control (default: Due Date) changes the order; sort by Due Date, Status, or Priority.

Click any field in a row to edit it inline - update status, priority, assignee, or linked records without opening the task.

Bulk actions: Select tasks using the checkboxes to apply changes across multiple tasks at once - status, due date, priority, assignee, or linked record. Click the checkbox in a section header to select all tasks in that section at once.

Using Rep with tasks: Open Rep from the bottom of any list view to run queries against that view - for example, "which tasks are assigned to me and overdue?".

Three views are available by default: All tasks, Assigned to me (tasks where you're the assignee), and Created by me. All are pre-populated for every user.

Shape the Tasks view from the toolbar: Filter by any field, Group by status, Sort, and Search. Your filter, sort, and grouping choices persist in your browser between visits. The tabs at the top - All tasks, Assigned to me, and Created by me - are fixed; you can't rename them or create new saved-view tabs on the Tasks page.

Clarify creates tasks automatically from action items discussed in recorded meetings.

Task creation is deliberately selective. Clarify extracts a few clear, high-confidence action items per meeting rather than turning every point into a task, so a meeting summary often lists more next steps than the tasks it creates. This keeps your task list focused.

There's no sensitivity control to make extraction broader or narrower. The only related setting is which meetings generate tasks - External, All, or None - under Settings → Intelligence.

For fuller coverage, build a custom Agent that runs when a meeting is recorded, reads the transcript, and creates additional tasks. Set the bar in the agent's instructions - for example, create a task only when there's a clear owner and a concrete deliverable, and skip items already captured from the meeting. Agent runs use credits, so keep the instructions tight. See Agents (Early Access) to set one up.

Click Add Task (top right of the Tasks page) to create a task manually. Set the title, status, priority, assignee, due date, and linked deal, person, or company.

Tasks can also be created via:

Tasks created automatically from a meeting link themselves to the deal, person, and company tied to that meeting, so they appear on the right record pages without any manual linking. Auto-linking happens when the meeting maps to a single record of that type - for example, one deal and one external contact. If a meeting spans several deals, people, or companies, Clarify skips that link rather than guessing.

View linked tasks on the deal, person, or company page, or filter the Tasks page by the Deal, Person, or Company column. You can adjust a task's linked records anytime - inline in the list or from the task detail panel.

Click any task to open the detail panel and edit:

Comment on tasks to coordinate with teammates. Assigning a task sends an in-app and email notification to the assignee.

To change a due date: Click the due date and select a new date.

To remove a due date: Click the current due date and select the same date to clear it.

Clarify recording required for auto-tasks - Automatic task creation requires a Clarify recording. Third-party recordings aren't supported.