Tasks and notes

A task is a follow-up with an owner and a due date, usually linked to a person, a company or an opportunity. A note is something your team writes on a record.

Create a task

There are three ways:

Where	How
Contacts → Tasks	Press New Task.
A note	Type `/task` and a title, for example `/task Call Ana back`.
Log activity on a record	Tick Create a follow-up task. See People and companies.

Task fields

Field	What it holds
Name	What has to be done.
Stage	The task's status, such as To do or Done.
Owner	Unassigned, a person on your team, or Kai (Komplian Intelligence).
Due date	When it is due. Overdue tasks show in red.
Related	The person, company or opportunity it belongs to.

Tasks also show a kind: Task, Call, Meeting, Email or Message. The kind comes from how the task was created.

See your tasks

View	What it shows
By Status	A board with one column per status. Drag a card to change its status. On a phone, use Move to….
List	A table with Name, Stage, Owner, Due date, Related and Creation date.

Filter by stage, including Overdue. The Urgent bar at the top of the app groups overdue and due tasks by kind.

Tasks with a due date that are not done also appear on the Calendar, on their day and time. A task never blocks time. Tasks without a date do not appear there.

Change the statuses

Komplian starts with four statuses: To do, In progress, On hold and Done. Owners and admins change them with the Pipeline button, as for opportunities.

Meaning	Use it for
To do	Not started.
In progress	Being worked on.
On hold (waiting for a person)	Waiting for someone on your team.
Done	Finished. Every task pipeline needs one Done status.

Give a task to Kai

Set the owner to Kai (Komplian Intelligence), or mention @Kai in a note on a person, an opportunity or a task (not a company). Kai opens a task it owns and answers in the note's thread. Kai works the task as the person who assigned it, using AI credits.

Kai does on its own	Kai waits for your confirmation
Writes notes	Sends emails
Creates follow-up tasks	Sends replies
Logs activity	Creates appointments
Moves stages	Creates new records

What waits is proposed in Kai's conversation. Press Open in Kai on the task to confirm or reject it. On the Calendar, Kai's tasks show Kai is on it. See Komplian Intelligence.

Automatic tasks

Komplian creates tasks for you when a customer asks to be called back, when an appointment request arrives, or from a flow or the AI agent. They keep their title.

Resolve closes them only with proof:

Task	Resolves when
Reaching a person, such as a callback request	You reach them: a call, an email or a message on their record.
Appointment request	The request is confirmed or declined.

Write notes

Notes go on any person, company, opportunity or task.

Action	How
Start a thread	Press Reply under a note.
Mention a teammate	Type `@` and pick them. They get a notification in the bell.
Hand work to Kai	Mention @Kai. See Give a task to Kai.

Only the author of a note can edit or delete it.