Tasks and action plans

A task is something to do, with an Assignee and, if needed, a due date and time. It belongs to a space and can be linked to a contact. The Tasks page, in the left menu, sorts them by due date or places them on a Calendar.

Each task has its Comments: your team discusses it there, mentions a colleague and follows replies in Notifications. Your clients see neither your tasks nor their comments.

An action plan is a series of tasks you prepare once in the Catalogue, then apply to a contact. meo creates the tasks with their dates, and each substep opens once its parent step is done.

• Manage your tasks
• Discuss a task with your team
• Create and apply an action plan

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