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 the same list view experience as Deals, People, and Companies - with customizable columns and saved views.
Where to find your tasks
Tasks appear in multiple places:
Tasks page - View, filter, and manage all tasks across your workspace
Home page - Shows overdue and today's tasks
Meeting pages - Shows tasks created from that specific meeting
Deal, People, and Company pages - Shows tasks linked to that record
Tasks page
Navigate to Tasks in the sidebar. Tasks appear in a list view with columns for Task, Assignee, Status, Deal, Priority, Due Date, and Person.
AI Search finds tasks by keyword. Filter narrows by any field. The sort control (default: Created at) changes the order.
š” AI Search can also build dynamic saved views. Type a prompt like "tasks assigned to me due today, make this dynamic" - it creates a filter using CURRENT_DATE that updates automatically each day. Save the result as a tab for a permanent today's task list.
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?".
Two views are available by default: All tasks shows all workspace tasks; Assigned to you shows tasks where you're the assignee. Both are pre-populated for every user. Create additional saved views to filter by any field combination.
Customizing your task view
Adding and removing fields
Click Fields to add or remove columns. You can display:
Task fields (status, priority, due date, assignee)
Related person fields (e.g., name, title)
Related company fields (e.g., company name)
Save the view to persist your layout.
Saved list views
Create custom views filtered and scoped to specific tasks. For example, an "Open project tasks" view filtered to a specific deal or assignee.
To create a saved view:
Set your preferred columns and filters
Click the bookmark icon next to the view name
Name the view and save it
The view appears as a tab at the top of the Tasks page.
Automatic task creation
Clarify creates tasks automatically from action items discussed in recorded meetings.
ā¹ļø Automatic task creation only works for meetings recorded by Clarify (bot or local recorder).
Manual task creation
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:
Workflows - Use generic record triggers and actions to create tasks automatically
API -
POST /workspaces/{workspace}/objects/task/records
Deal-specific tasks
Tasks automatically link to deals when meeting participants are associated with that deal. View deal-linked tasks on the deal page, or filter the Tasks page by the Deal column.
Managing tasks
Click any task to open the detail panel and edit:
Status
Priority
Assignee
Due date
Linked deal, person, or company
Comment on tasks to coordinate with teammates. Assigning a task sends an in-app and email notification to the assignee.
Editing due dates
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.
āØ Useful when you're waiting on a dependency and don't want to keep pushing the date forward.
Limitations
Clarify recording required for auto-tasks - Automatic task creation requires a Clarify recording. Third-party recordings aren't supported.