Tasks & Projects

Create tasks and projects in order to track work being done for customers

Tasks

Tasks are individual pieces of customer work either to be done by you or the customer.

Tasks can be created:

• Manually

• Automatically from calls with AI Tasks

• Automatically as part of Project Templates

• Through the API

Statuses

Custom task statuses allow you to create additional task states beyond the default statuses to represent your team's unique task lifecycles.

Go to the Task Statuses page in settings to create custom task statuses. Once created, you can set tasks to your custom statuses anywhere you can normally set task status.

Projects

Projects are a collection of tasks organized into a set of milestones and optionally based off of a Project Templates.

Projects can rollup onto the account level so project progress can be visible at a glance on a book of business level. Aditioanlly Filter Tasks by Project and Project owner to find what's relevant to you.

Subtasks

Subtasks allow you to break down complex tasks into smaller, manageable pieces of work.

Subtasks inherit the same account, project, and milestone as their parent task. Completing subtasks does not affect milestone progress, only the parent task's completion counts toward milestone tracking.

Comments

Task comments enable your team and end-users to have discussions directly on tasks, creating a shared communication channel. End-users can leave comments on tasks from within the customer portal, while your team can comment from within Pylon.