Tasks
Keep your team organized with comprehensive task management powered by your AI workforce
Video Tutorial
Watch this comprehensive guide to learn how to effectively use Tasks in Yobi for team collaboration and project management.
💡 Pro Tips:
- • Create task templates for recurring work to save time
- • Use @mentions to notify specific team members
- • Link tasks to conversations for better context tracking
Yobi Tasks provides a powerful yet simple way to manage work, track progress, and ensure nothing falls through the cracks. Part of your AI workforce platform, Tasks integrates seamlessly with your CRM, workflows, and communication channels, helping your team stay organized and productive. Orchestrated by Yobi One.
Understanding Tasks
Tasks in Yobi are more than just to-do items. They're a complete workflow management system that helps you:
Track & Follow-up
Track customer requests and follow-ups systematically
Project Management
Manage internal projects and initiatives effectively
Team Delegation
Assign and delegate work to team members clearly
Progress Monitoring
Monitor progress and meet deadlines consistently
Creating Tasks
Create tasks quickly from anywhere in Yobi, with multiple options to fit your workflow.
Quick Task Creation
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1.
Click the "+ New Task" button in the navigation bar
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2.
Enter a task title
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3.
Press Enter to create, or Tab to add more details
Task Management
Organize and view tasks in ways that work for your workflow. Tasks automatically sync with your CRM for customer context, integrate with automated workflows, and coordinate with scheduling for seamless execution.
Board View
Kanban-style boards for visual workflow management
My Tasks
Personal view of assigned tasks