List view
Every task in a table with its due date, priority, assignee and what it is linked to, with search by title or details.
Up to 300 tasks in the list
Business tools · Tasks
A task from any message, with a reminder for whoever owns it
Turn a customer’s request in the chat into a task with a due date, an owner and a reminder, and follow it with your team in a list, a board and a monthly calendar.
In your account nowIn every workspace, from the sidebar → Tasks.
Inside live chat
The task starts from the customer’s message
Agents don’t keep the request in their head or on a side note. They create the task from the message itself, and it stays linked to the customer until it is done.
- “Create task” is in every message’s menu, and the task keeps the original message.
- A Tasks section in the customer sidebar shows their open and overdue tasks.
- Change a task’s status or mark it done without leaving the conversation.
- The task also shows on the Tasks page in the dashboard for the rest of the team.
Three views of one team’s work
A list to search, a board to follow progress and a calendar to see the days ahead, all on the same tasks.
A three-column board
To do, In progress and Done. Drag a task from one column to the next as the work moves.
Up to 100 tasks per column; Done shows the last 14 days
A monthly calendar
Each task sits on its due date, so you see the busy days before you reach them.
Click a day to add a task due that day
Four priorities
Decide what comes first, and filter by priority when the list gets crowded.
Low · Normal · High · Urgent
Linked to the customer and the deal
Link a task to a contact, a deal or both. A task created from a message keeps the original message.
Shows in the customer profile and the deal drawer
Comments and history
Discuss the task in its comments, and check its history to see who changed what and when.
Comments and an event history on every task
Filters
- My tasks
- All tasks
- Created by me
- Overdue
- Today
- Upcoming
- No due date
The “Tasks” badge in the sidebar counts your own tasks due today or overdue, so you know what is waiting without opening the page.
Due date and reminder
The reminder reaches the person doing the task
Set the due date with one shortcut and choose when the reminder arrives. Times use your workspace time zone, so the whole team sees the same time.
Due-date shortcuts
- In 1 hour
- Today
- Tomorrow
- Next Monday 9:00
Reminder time
- At the due time
- 15 minutes before
- 1 hour before
- 1 day before
- Custom time…
A reminder is a push notification to the task’s assignee only, on the LetsBot app and desktop. Tasks never send the customer a WhatsApp message, so Meta bills nothing for them. An unassigned task gets no reminder.
Recurring tasks
Write a routine task once
For the work that comes back every day, week or month. Pick the interval, and the next task is created when the current one is done.
Daily
every N days
For example, reviewing pending orders every morning.
Weekly
every N weeks
For example, following up customers who have not replied.
Monthly
every N months
For example, a renewal check or a stock count.
Repeat until
optional end date
The series stops on the date you set, or keeps going.
The next task is created when you mark the current one done, not before, so undone copies never pile up. A repeating task needs a due date for the first one.
From a customer’s request to a finished task
-
Open Tasks
Add a task from a single line, or open “New task” to set its due date, priority and assignee.
Dashboard → Tasks
-
Or create it from the message
When a customer asks for something that needs a follow-up, create the task from that message so it stays linked to them.
Live chat → message menu → Create task
-
Set the due date and reminder
Pick a due-date shortcut, then the reminder, and assign it to the agent who will do it.
Task → Due → Reminder
-
Follow it to done
Move it on the board or check it on the calendar, then mark it done from the board or from the chat.
Tasks → Board / Calendar
Tasks are open to every agent in the workspace. Each agent sees their own under “My tasks”, and the whole team’s under “All tasks”.
When does each shortcut land?
Every time is in your workspace time zone, and you can always pick an exact date and time.
| Shortcut | Due date it sets |
|---|---|
| In 1 hour | One hour from now |
| Today | End of the current day |
| Tomorrow | The next day |
| Next Monday 9:00 | The start of next week |
Following sales opportunities too? Link the task to a deal and it shows in the deal’s drawer on the Deals board. Deals & pipeline
MCP
Ask Claude or ChatGPT to sort out your tasks
The LetsBot MCP server includes 4 task tools, so your assistant reads your team’s tasks and creates and updates them on your account.
list_taskscreate_taskupdate_taskcomplete_task
LetsBot business tools
Tools that work together around each conversation
Each tool shows up in the customer profile inside live chat, so an agent sees the deal, task, ticket and appointment without leaving the conversation.
Deals & pipelineA Kanban board with amounts and a forecast
Tasks & remindersA task from any message, with a reminder
Tickets & SLANumbers, priorities and response targets
Customer satisfactionCSAT, NPS and CES surveys
Appointment bookingServices, staff and slots from the chat
Departments & routingHours, shifts and routing rules
Frequently asked questions
Are tasks available in my account now?
Yes. “Tasks” appears in the dashboard sidebar of every workspace, and every agent can open it. Its badge shows how many of your own tasks are due today or overdue.
How do I create a task from a customer’s message?
Open the message menu in live chat and choose “Create task”. The task is linked to the contact and to that message, and it shows in the customer’s sidebar and on the Tasks page.
Who gets the reminder?
Only the task’s assignee, as a push notification on the LetsBot app and desktop: at the due time, 15 minutes, 1 hour or 1 day before, or at a time you pick. An unassigned task gets no reminder.
Does the customer ever get a reminder?
No. Tasks are an internal tool for your team. They never send the customer a WhatsApp message, an email or an SMS, so they add no Meta message charges.
How do recurring tasks work?
Set the task to repeat daily, weekly or monthly, every so many days, weeks or months, with an optional end date. When you mark it done, the next one is created. A repeating task needs a due date for the first one.
Which time zone are due dates in?
Your workspace time zone, so every agent sees the same due time wherever they are. The shortcuts are: In 1 hour, Today, Tomorrow and Next Monday 9:00.
Can a task be linked to a deal?
Yes. Link a task to a customer, a deal or both, and it shows in the customer’s chat sidebar and in the deal’s drawer on the Deals board.
Can I manage tasks from Claude or ChatGPT?
Yes. The LetsBot MCP server includes 4 task tools: list tasks, create a task, update it and mark it done.
Never leave a customer’s request without a follow-up
Start your free trial, connect a WhatsApp number and create your first task from the first message that needs a follow-up.