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Tasks & to-do

Make the next action clear.

Create tasks with an owner, due date and linked record, so every follow-up has a home and nothing depends on memory.

Try Tasks & to-doUse with my AI

Sample example

Illustrative sample — not a live account or real customer data.

  1. Input

    After a call: 'Send the revised quote to Maria by Friday.'

  2. Work

    Create a task with owner, due date and a link to the contact and opportunity.

  3. Result

    Task created: due Friday, owner you, linked to Maria Keller and the open opportunity.

What you can do

  • Personal and shared task lists
  • Assignees, watchers and deadlines
  • List and board views
  • Links to contacts and projects

How it works

  1. Add a task from anywhere — a record, a call, an email.
  2. Set the owner, due date and status.
  3. Work from your task list; completed tasks stay on the record.

Worked example

Paste this brief into your own AI assistant once it is connected to forwardslash, or use it as a checklist inside your workspace.

Example brief
Help me plan my follow-ups in forwardslash. Verify my workspace and grants. Read my open tasks and recent activity. Suggest missing follow-up tasks. Return: task | linked record | owner | due date | reason. Create tasks only after I confirm.

Connect your AI from Settings → Apps after you sign in. The brief contains no keys or account data.

Start with your own work.

Sign in or create a workspace. Nothing runs, sends or spends until you choose to.

Try Tasks & to-doAll features