Tasks

The tasks board at <yourcompany>.satua.io/tasks is your daily work queue. Three columns — Overdue, Today, Upcoming — show every open task assigned to you, ordered by due time. Closed (completed) tasks roll into a fourth column on demand.

If your sidebar doesn't show Tasks, contact your account manager — Tasks can be enabled for your account on request.

What a task is

A task is a small, due-dated reminder of work you need to do. Examples:

• Call Alice about the proposal at 3pm
• Send the Acme renewal contract by Friday
• Follow up with Bob if no reply in 3 days

Every task has:

The three columns

• Overdue — open tasks past their due date. Top-of-the-board: clear these first.
• Today — open tasks due any time today.
• Upcoming — everything due tomorrow or later, plus tasks with no due date.

Toggle Show completed to surface a fourth section: tasks you've ticked off in the current cycle.

Filters

The toolbar above the columns supports:

• My tasks / All — scope the board to just your tasks or every task in the account.
• Show completed — render completed tasks in a fourth column.
• Type filter — multi-select: call, email, meeting, linkedin, sms, follow_up, todo. Combine to make "show me only calls and meetings."
• Priority filter — multi-select: low, normal, high, urgent.

Filters are client-side over the same data the columns load, so toggling is instant.

Creating a task

Click + New task to open the dialog:

1. Title — what needs doing, in imperative voice.
2. Type — pick the activity. Type changes the icon in each column.
3. Priority — defaults to normal. Use urgent sparingly so it stays meaningful.
4. Assigned to — defaults to you. If your account has teammates, the picker shows them all.
5. Due — date + time. Defaults to one hour from now.
6. Notes — anything that won't fit in the title.

You can also create a task from a lead drawer: open any lead, switch to the Tasks tab, hit + New task. The task is auto-linked to that lead so it shows up in their conversation history forever.

Working a task

• Click the empty circle on the left to mark complete. Click the green check to undo.
• Hover a row to reveal the snooze and delete icons.
• Snooze offers six quick options (Later today, Tomorrow 9am, In 3 days, Next week, In a month) plus a custom datetime picker. Snoozing both pushes due_at and sets snoozed_until so reporting can distinguish "I rescheduled" from "I just changed the date."
• Delete is permanent — there's no archive on tasks; if you want a record, complete it instead.

Auto-tasks from meetings

When a prospect books a meeting through your booking page (/book/<your-slug>), Satua creates a meeting task on your queue at the booking time, with the booker's name, email, and any notes they provided. You don't have to remember to put it on your calendar — it shows up in the Today column on the day of.

How tasks connect to the rest of Satua

• Lead drawer → Tasks tab shows every task linked to that lead. Inline create from there pre-links the task to the lead.
• Deal drawer (planned) will show tasks linked to a deal. Today, link them via the create dialog by picking a deal in the optional field.
• Leaderboard counts completed tasks per rep this period. Don't game it by creating-then-completing trivial tasks; the leaderboard tie-breaks on real revenue first.

Common gotchas

• There is no Slack/email reminder yet. The board is the reminder. Bookmark /tasks and check it morning + afternoon. (Email reminders are on the roadmap — ask your account manager.)
• Tasks don't expire. A task sitting in Upcoming for six months keeps sitting there. Either complete or delete.
• Deleting a task is silent. No undo prompt — be sure before you click.
• Recurring tasks aren't built yet. If you need "follow up every Friday with X," create a sequence (see 13-sequences.md) or set the due date manually for the next instance after completing the previous.