Getting Started with Tasks in Daily AI

Create and complete tasks with ease.

Daily AI Tasks are designed to give managers and individual team members a high level overview of tasks assigned to them at any given point. Typically, this is managed on a daily basis, but you can also use this to view specific tasks assigned on a weekly or monthly level. Tasks are designed to make sure activity or follow-ups never fall through the cracks.

You can manage tasks from multiple locations in Daily AI: 

  • On your dashboard, where you can see your upcoming tasks that are due.
  • Within a specific contact record that has a task attached to it.
  • In the tasks section, where you can see all tasks, their due dates, and the task owner.

Follow the steps in this guide, and you’ll be ready to start assigning, reviewing, and completing tasks in Daily AI. 

How to Create a Task

There are several ways to create tasks in Daily AI. 

  1. From the task section: 
    1. Click the task icon on the left side of the screen.
    2. Click “Add Task” in the top right corner.
  2. Inside the contact record:
    1. Click “Add Task” in the top right corner.
  3. As part of a milestone:
    1. From the dates field in a milestone: 
      1. Click "Settings" → Three lines/hamburger menu next to "General" → "Milestones" → "Dates."
      2. Select “Edit Dates” at the bottom of the screen.
      3. Select the specific date and select “Add Task.” 
    2. As a milestone action:
      1. Click "Settings" → Three lines/hamburger menu next to "General" → "Milestones" 
      2. Select “Edit Milestone” at the bottom of the screen.
      3. Under any status, you can select the “+” icon and assign a task.
  4. As a drip campaign action:
    1. Select “Drip Campaign” from the toolbar menu
    2. Create a new campaign or select an existing one. 
    3. Select “Add Step” and add a task. 

How to Complete a Task

There are also several ways to complete a task. 

  1. Locate your tasks on the Dashboard or inside the Tasks section. 
  2. From either location, click on the task. This will direct you to the contact record associated with the task. 
  3. Once inside the contact record, you can complete the action designated by the task. For example, if your task is to text a borrower, click the 3 dots on the right hand side of the task and select a message to send. 
  4. Once the message is sent, the task will be automatically marked as complete. 
  5. If your task requires work that you do not perform within the platform, you can manually mark the task as complete. 

Tip: Tasks for text, email, and calls will be automatically logged once completed. If the task is type is labeled as “Other,” you will have to manually complete that task. Simply click the 3 dots on the right-hand side of the task and select “Mark as Done.”