Skip to main content

Creating and Managing Tasks

Tasks are the building blocks of work in Stax.ai CX. Each one has an owner, a due date, and a status, so your team always knows what to do next.

Written by Andrew Flowers

Overview

Tasks are the building blocks of work in Stax.ai CX. Each one has an owner, a due date, and a status, so your team always knows what to do next. This guide shows you how to create a task, fill in its details, attach an automation, and track it through to completion.

Prerequisites

  • Companies and plans are set up in CX if you want to link tasks to them.

Create a new task

  1. Click To Do in the left-hand menu, then select Tasks.

  2. Click the blue New button in the upper right corner.

  3. Enter a title for the task, such as "Collect signed amendment." The task is automatically assigned to you.

Tip: Use filters to find your task later. Filters can narrow the list by assignee, status, and other fields.

Fill in the task details

  1. Assign a Company and Plan if the task relates to a client.

  2. Select a Due Date and set a Priority, such as High.

  3. Add notes with any extra context the owner will need.

  4. For tasks that involve a client, select a Client Task Type from the dropdown.

Task fields explained

  • Assignee — Who owns the work. Defaults to you. The list shows your organization's current CX users; people who have been removed from CX are not available to assign.

  • Company / Plan — Links the task to a client record so it carries context.

  • Due Date — When the work must be done. Powers reminders and the Overdue status.

  • Priority — Helps your team sort what to tackle first.

  • Client Task Type — Marks the task as client-facing and controls how it behaves for the client.

Attach an automation (optional)

  1. Click Attach Automation at the bottom of the task view.

  2. Choose an option — for example, sending an email, running a script, or launching a project.

Automations can handle repetitive steps for you, like sending a templated email the moment the task starts.

Track progress and complete the task

  1. Update the status as you work: switch to In Progress when you start.

  2. Watch the Activity Log on the right-hand side for updates and status changes.

  3. Click Complete when the work is done. The task moves to the completed filter.

You're all set! Your task is created, tracked, and closed out in one place.

Related articles

  • Tasks Overview

  • Bulk Actions on Tasks

  • Reviewing Task Activity and History

  • Creating and Launching Projects

Related Articles
Did this answer your question?