Tasks in Dalil AI help you stay on top of follow-ups, reminders, and actions without leaving your CRM. They are directly tied to records (People, Companies, Opportunities), so every task is always in the right context.

Where to find tasks

• In the sidebar under Activities → Tasks (global view).

• Inside each record’s detailed view, under the “Tasks” tab (record-level tasks).

Creating tasks

You can create tasks in three ways:

1. From the global Tasks page → add a task that isn’t tied to a record.

2. From a record detailed view → tasks created here are linked to that Person, Company, or Opportunity.

3. Via AI chat (WhatsApp or sidebar) → just type “Create a task to call John tomorrow at 10am” and Dalil will create it automatically.

Managing tasks

• Assign tasks to yourself or team members (depending on your workspace permissions).

• Add due dates and descriptions for clarity.

• Complete tasks when finished — completed tasks remain in the history of the related record.

• Use filters to see tasks by status, due date, or assignee.

👉 Example: A sales manager can filter all “Overdue tasks” across the team, while a rep only sees their own assigned tasks.

Tasks in workflows

Tasks aren’t just reminders — they integrate into your sales and customer workflows.

• Follow up after a meeting.

• Prepare a demo or proposal.

• Check back with a lead after a quiet week.

Because tasks live inside records, you don’t lose context: you always know who the task is for and why it matters.

Why tasks matter

Without tasks, follow-ups often slip through the cracks. By keeping them inside Dalil AI:

• You have a single source of truth for to-dos.

• Managers gain visibility into execution.

• AI can help prioritize which tasks matter most (based on scoring and signals).

👉 Example workflow: After a WhatsApp chat with a prospect, you create a task “Send proposal tomorrow.” It’s linked to the prospect’s record, visible in your Tasks list, and automatically part of your pipeline tracking.