How to Create Tasks in Convoe: Step-by-Step Guide

Tasks are at the heart of getting work done in Convoe. Here's everything you need to know about creating them.

Ways to create a task

• Quick add: Click + in the Tasks section and type a title
• From chat: Hover over any message and click "Create task"
• With Kai: Ask Kai to create tasks from your conversations
• Full form: Use the detailed task creation form for complex tasks

Task fields

Each task can include:

• Title: What needs to be done (required)
• Description: Additional details, links, or context
• Assignee: The person responsible
• Due date: Deadline for completion
• Priority: High, Medium, or Low
• Project: Group related tasks together
• Labels: Tags for filtering and organization

Tasks from chat

One of Convoe's most powerful features is turning conversations into tasks. When a discussion leads to action items, create tasks directly from the relevant messages. The original message is linked for context.

Kai-assisted task creation

Kai can monitor your conversations and suggest tasks based on commitments and action items discussed. Ask Kai to summarize action items from any thread.