Tasks & Alarms

Never miss a follow-up. Tasks and Alarms give you two complementary tools for managing action items tied to conversations.

Tasks vs Alarms

	Tasks	Alarms
Purpose	Action items with descriptions	Time-based reminders
Duration	Open until completed	Fire once at set time
Team	Assignable to team members	Personal only
Linked to	Conversation or standalone	Always linked to a chat
Best for	"Call back to discuss proposal"	"Remind me in 3 days"

Tasks

Creating a task

From a conversation:

1. Open any chat → click the ✓ (Tasks) icon in the header
2. Click "+ New Task"
3. Fill in: title, description, due date, priority, assignee
4. Task is linked to that conversation

Standalone:

1. Sidebar → Tasks
2. Click "+ New Task"
3. Optionally link to a conversation

Task features

• Priority levels: Urgent, High, Medium, Low
• Due dates: with overdue highlighting
• Assignment: Assign to yourself or team members
• Status: Open → In Progress → Done
• Notes: Add updates and comments
• Subtasks: Break large tasks into steps

Task views

• My Tasks — tasks assigned to you
• Team Tasks — all tasks across the team
• By conversation — see tasks linked to a specific chat
• Overdue — tasks past their due date

Alarms

Setting an alarm

1. Open any chat → click the bell (Alarm) icon
2. Choose timing:
   • Snooze-style: "In 1 hour", "In 3 hours", "Tomorrow morning"
   • Custom: Pick exact date and time
   • Relative: "In X days"
3. Add an optional note (e.g., "Follow up on quote")

When an alarm fires

• Browser notification pops up with the chat name + your note
• In-app badge on the Alarms sidebar item
• The conversation is surfaced in your chat list
• Sound alert (unless Sprint Mode is active)

Managing alarms

• Sidebar → Alarms — see all pending alarms
• Active — alarms firing now (awaiting acknowledgement)
• Upcoming — future alarms sorted by time
• Completed — past alarms (for reference)

Alarm rules (automated)

For recurring patterns, set alarm rules:

• "Alarm me if [VIP contact] doesn't respond within 48 hours"
• "Alarm me every Monday at 9 AM to check unread messages"

Configure in Sidebar → Alarms → Rules tab.

Combining with Keep In Touch

Keep In Touch monitors conversations and nudges you when you haven't heard from someone:

• Set an "outreach threshold" on a label (e.g., VIP = 14 days)
• If a VIP contact goes quiet for 14 days → Keep In Touch notifies you

This works alongside Tasks/Alarms for a complete follow-up system.

Related

• Keep In Touch — passive follow-up monitoring
• Sprint Mode — suppress alarm sounds during focus
• Payment Reminders — automated invoice follow-ups