Working Tasks on Desktop

Overview

Tasks are your to-do list inside the Intempt desktop app. Some come from meeting action items, some you add yourself. This guide covers finding your tasks, creating new ones, and working a task to done.

Open Tasks from the sidebar. The screen is titled Today's Tasks.

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How it works

Your open tasks are grouped by when they're due:

Each task has a type, shown by its icon:

Each row shows the task title, the contact and account it's tied to, and the due label. A round toggle on the left marks the task complete or reopens it.

Getting started

Find a task

1. Open Tasks from the sidebar.
2. Scroll the Overdue, Due today, and Upcoming groups.
3. To narrow the list, type in the Search tasks box at the top. It matches the title, contact, account, type, and more. Click the X to clear it.

Create a task

1. Click Add task at the top right. A drawer opens from the right titled Create Task.

2. Fill in the fields:

   1. Title. The one required field.
   2. Description. Optional detail.
   3. Type. Email, Call, LinkedIn, or Custom.
   4. LinkedIn action. Shown only when Type is LinkedIn.
   5. Priority. High, Medium, or Low.
   6. Associated With. Search for and pick the contact.
   7. Assigned To. Who owns the task.
   8. Deal. Optional, links the task to a deal.
   9. Due Date. Today, 1, 3, or 5 business days out, or 1, 3, or 5 calendar days out.
   10. Time. The time of day it's due.

3. Click Create. The task appears in the right due group.

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Only the title is required to save a task. Everything else, including the contact, deal, and due date, is optional, so you can capture a task fast and fill in the rest later.

Work a task

Click a task row to open its detail view.

1. The header shows the task's type, title, and the contact and account. Use Back to return to the list.

2. The properties row shows Priority, Due, and Assignee.

3. If the task is linked to a deal, account, or contact, chips appear below. Click one to jump to that record.

4. The action area changes with the task type:

   • Email task. Shows the recipient, a Subject field, and a body to compose. Click Send when it's ready.
   • Call task. Pick a Call Outcome (Connected, Left voicemail, No answer, or Busy) and type Notes.
   • Custom or LinkedIn task. Shows the task's description.

5. Click Complete to close the task, or Reopen to bring a completed task back.

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📘 Good to know

You can also complete a task without opening it. Click the round toggle on the left of any task row to mark it done, or click it again to reopen.

Where to go next

• Desktop Sales Workflow Guide to see where tasks fit in your pipeline.
• AI Coaching & Call Review on Desktop for how meeting action items become tasks.
• Viewing User Accounts on Desktop for the contacts and accounts tasks link to.