Tasks
Keep your team organized with comprehensive task management powered by your AI workforce
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.
Video Tutorial
Watch this comprehensive guide to learn how to effectively use Tasks in Yobi for team collaboration and project management.
Ready to play
- •Create task templates for recurring work to save time
- •Use @mentions to notify specific team members
- •Link tasks to conversations for better context tracking
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
Create tasks in seconds from anywhere in Yobi:
- 1.
Click the "+ New Task" button in the navigation bar
- 2.
Enter a task title
- 3.
Press Enter to create, or Tab to add more details
Detailed Task Creation
For more complex tasks, use the full task creation form:
Title
Clear, action-oriented description
Description
Detailed information and context
Assignee
Team member responsible
Due Date
When the task needs completion
Priority
Low, Medium, High
Tags
Tags for organization
Creating Tasks from Conversations
Convert customer requests directly into tasks. When your AI agents or team members handle conversations through phone, forms, or chat, you can instantly create tasks with full context:
- 1
In any conversation, click the three-dot menu
- 2
Select "Create Task"
- 3
The task will automatically include:
- Link to the original conversation
- Customer context and details
- Relevant timestamps
Use task templates for recurring work. Create templates for common scenarios like "New Customer Onboarding" or "Bug Report Investigation" to save time and ensure consistency.
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.
Task Views
Board View
Kanban-style boards for visual workflow management
My Tasks
Personal view of assigned tasks
Task Statuses
Track progress with customizable status workflows:
Priority Levels
Collaboration Features
Work together effectively with comments, assignments and status updates.
Task Features
- Add updates and progress reports
- Ask questions and clarify requirements
- @mention team members for notifications
- Attach files and screenshots
- Single assignee ownership for accountability
- Easy reassignment between team members
Task Management Best Practices
- Write clear, actionable task titles
- Set realistic due dates
- Break large projects into smaller tasks
- Update task status regularly
- Use tags consistently for easy filtering
- Review and clean up completed tasks weekly