Tasks & follow-ups

Tasks are the things that need to get done — to-dos, follow-ups, and action items that would otherwise slip through the cracks. You capture them in plain language, and mente keeps track so nothing gets forgotten.

What you can build

• A shared team to-do list — who's doing what, by when.
• Renewal and deadline follow-ups — tied to the dates in your structured data.
• Meeting follow-ups — action items captured automatically from a call.
• A multi-step piece of work — one big job broken into steps your team can split up and tick off.

Each task carries what it needs

• An owner, a due date, a priority. Hand it to a teammate, say when it's due, and mark how much it matters.
• Attached to the right thing. A task can hang off a client record, a note, or a meeting, so the context comes with it.
• Surfaced when it matters. Ask your assistant what's on your plate and it pulls the open items — filtered by who owns them, what's due, how urgent they are, or how they're tagged.

Break a big job into subtasks

Some work is really several pieces of work. Ask your assistant to break a task down and it creates the steps underneath it, so the whole job stays one thing you can point at while the pieces move separately.

• The pieces live under the parent. Open the task and its subtasks are listed there as a checklist, with a running count of how many are finished.
• Each one is a real task. A subtask has its own owner, due date, and status — two people can work different steps at the same time and close them independently, without touching the parent.
• You can always find your way back. Open a subtask on its own and it tells you which task it belongs to, with a link to it.
• One level deep, on purpose. A subtask can't have subtasks of its own, so the list stays something you can read at a glance.
• You can rearrange later. An existing task can be tucked under another one, or pulled back out to stand on its own.
• Nothing disappears with the parent. If you delete the task the steps hung off of, the steps themselves survive — they simply become ordinary tasks again.

Try it

Add a task to send Acme Corp a revised quote by Friday, and assign it to me.

Capture several at once:

Turn these into tasks: call the carrier about the claim, update the policy record, and email the client a summary. Assign them all to me for next week.

Break one down:

Break "Onboard Acme Corp" into subtasks — collect their documents, set up their account, book the kickoff call, and send the welcome packet. Give the kickoff call to me and put the rest on Sam.

Then check in:

How far along is the Acme onboarding, and which steps are still open?

Or look at the whole list:

What's due this week? Group it by client.

Related

The biggest time-saver is letting Meetings generate tasks for you — see Turn meetings into action items.