Tasks & notifications

Keep the next action from slipping away

A reply needs a follow-up. A teammate needs a reminder. Keep tasks, assignments and notification preferences in the workspace where the work happens.

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Tasks & notifications

Make the next step explicit

Write what needs to happen and add the context in its description.

Tasks & notifications

Example tasks and delivery preferences.

My tasks

Prepare supplier review

Today · Alex Morgan

Reply to Sam

Tomorrow · Alex Morgan

Check renewal dates

Friday · Jordan Ellis

Notification preferences

EventIn-appEmail
ApprovalImmediateOff
ReplyImmediateDigest
Task dueImmediateOff

Tasks from agents

Agents can create tasks during campaign work.

Notification preferences

Choose off, immediate or digest where the event and channel support it.

Relevant events

Follow approvals, replies, tasks, workspace changes and account issues.

In your workflow

Personal preferences

Each person chooses how supported notifications reach them. Keep the description and assignment with the work. Open the related workspace surface to act on a notification.

Prospect threads

Alex Morgan

Northstar Supplies

Needs approval

Jordan Chen

Cedar Logistics

Researching

Morgan Lee

Juniper Group

Waiting

Illustrative product view · Example data

Getting started

  1. 01

    Create the task

    Write what needs to happen and add the context in its description.

  2. 02

    Assign an owner

    Choose the person responsible for moving it forward.

  3. 03

    Set the date

    Add a due date and reminder so the task can resurface.

  4. 04

    Choose the notifications

    Set the available channels and delivery modes for each event.

Keep exploring

See how it fits your work

Walk through your records, mailboxes and approval process with the Lineer team.

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