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Tasks

One place for everything that has to get done.

Tasks, deadlines and reminders in a single hub — assignable to a human or an agent, with a real scheduler that actually notifies you, fed by every other surface, and a dashboard that rolls it all up.

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Plantel Tasks — work, deadlines and reminders, unified.
Work, unified

Stop tracking the same work in three apps.

A table, a kanban board and a real Gantt over one set of tasks — with deep task records, a ⌘K command bar, and Plantel AI watching the board for you.

One hub

Tasks, deadlines and reminders — folded into one.

No more separate deadline list and reminder app. Everything lives in one Tasks hub with lenses to slice the same work by team, person, agent or due date — and a real-time stats strip across the top: Total, Open, Done, High priority, Blocked and Overdue, plus a Complete % ring that recalculates the moment a task changes. Deadlines and reminders are no longer separate sub-tabs — they are lenses over the one hub.

  • Tasks + deadlines + reminders in one view
  • Lenses by team, person, agent or due date
  • Live stats strip — Total, Open, Done, High, Blocked, Overdue + Complete %
  • Search-as-you-type, plus Filter / Group / Sort that stack
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Six views, one set of tasks

List, Board, Timeline, Deadlines, Reminders, Dashboard.

One set of tasks, reshaped six ways from a single view switcher. List is a sortable, groupable table with inline-editable cells, drag-to-reorder rows and expandable subtasks. Board is a drag-and-drop kanban — drop a card in another column to change its status. Timeline is a true Gantt: a rolling 60-day window with a week ruler, a live "today" line, bars that span each task’s start-to-due with a progress fill and a due-date marker, dependency lines between bars, and overdue in red, at-risk in amber. The same work also becomes a Deadlines view, a Reminders view and a full Dashboard — no exporting, no second tool. It does the job of a table, a kanban board and a Gantt at once.

  • List — inline-edit cells, drag-reorder, expandable subtasks
  • Board — drag a card to a new column to change status
  • Timeline — real Gantt with a today line, progress bars and dependency lines
  • Switch views without ever leaving the tab
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Real depth per task

Open any task and you get the works.

Each task is a deep record, not a checkbox. Subtasks carry their own progress bar and per-subtask owner. Dependencies come in three real kinds — Blocked by, Blocks and Waiting on — with cycle detection that refuses to create a loop. There are threaded comments with @mentions, a full activity log of every field change and status move, attachments you pull straight from Plantel Drive (and open back in Drive), start and due dates, an Estimate-vs-Spent hours tracker, story points, a milestone flag, and watchers. Set a task to repeat daily, weekly or monthly and finishing it spawns the next occurrence automatically.

  • Subtasks with their own progress and owners
  • Dependency chains — Blocked by / Blocks / Waiting on, loop-proof
  • Threaded comments with @mentions + a full activity log
  • Drive attachments, time estimates, story points, milestones, watchers
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Just say it

A ⌘K command bar that does, not just searches.

Press ⌘K anywhere in Tasks and type plain English — the command bar reads the date, the owner and the priority out of one sentence and acts on the board. "Move everything blocked to next week" bulk-reschedules and tells you how many moved. "Create demo prep for Marcus by Friday, high" creates the task, dated, assigned and prioritised. It also runs whole plays: summarise a person’s load, plan your day, auto-schedule the week, draft the standup, write the weekly digest, forecast what will slip, find duplicates, or balance the workload — all from one line.

  • Parses dates, owners and priority from a single sentence
  • "Move everything overdue to tomorrow" — bulk reschedule, reported back
  • "Summarize Priya’s load", "what should I work on", "daily plan"
  • One line for standup, weekly digest, slippage forecast or goal → board
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The board watches itself

Plantel AI flags the risk before you ask.

A live insights strip sits across the board and surfaces typed cards from your real task data — each with a confidence score and a one-tap fix. It catches overdue work and offers to reschedule it, spots tasks that are due soon but barely started, filters to what’s blocked, names whoever is carrying far more than the team average, auto-assigns unowned work by department and load, and even flags likely duplicates with a merge prompt. When nothing needs attention it simply says "on track." Inline row badges echo the same signals — late, at-risk, blocked, no owner — right next to each task.

  • Overdue, at-risk, blocked, workload-imbalance and duplicate detection
  • Every card carries a confidence score and a one-tap fix
  • Auto-assign unowned work by department and current load
  • Inline badges flag late / at-risk / blocked / no-owner per row
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AI that runs the plays

Plan the day, draft the standup, build a board from a goal.

The same Plantel AI runs board-level workflows on your real data, with no setup. Auto-schedule time-blocks undated work across the week so it shows up on the calendar. Daily plan ranks your tasks by overdue, then priority, then what’s unblocked. The weekly digest and status draft summarise what shipped, what’s open, who’s busiest, and what to do next. Standup writes a per-person Done / In-progress / Next. Slippage forecast scores every open task for risk and ranks what’s most likely to slip. And goal → board turns a single line — launch, hire, research, fundraise — into a fully built board with a tailored task breakdown.

  • Auto-schedule the week onto the calendar
  • Daily plan, weekly digest, status draft and standup — from real data
  • Slippage forecast ranks what’s most likely to slip
  • Turn a one-line goal into a complete, structured board
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Make it yours

Unlimited boards, shaped to your exact workflow.

Tasks isn’t one list — it’s as many boards as you need, grouped into My Boards, Company and Shared, with a new board one click away. Each board owns its own setup: custom statuses (each typed open / active / blocked / done, with optional WIP limits), sections, labels and custom fields — text, number, date or checkbox. Add if-this-then-that automations so a status change or a new task can auto-assign, set a status, set a priority or add a label. Shared and team boards sync through Plantel so everyone sees the same board live — and if you go offline, Tasks keeps working and catches up the moment you reconnect, with nothing lost.

  • My Boards, Company and Shared — spin up a new one in a click
  • Custom statuses with WIP limits, sections, labels and custom fields
  • If-this-then-that automations on status-change or task-created
  • Shared boards stay in sync live — and survive going offline
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Fed by everything

The single source of truth for what has to get done.

The Tasks hub is not a standalone list — it is where work from across Plantel collects. CRM activities always mirror in: log a Task on a contact or deal and it lands in the hub keyed to that record, so the same item is never tracked twice. Hang up a Plantel Phone call and the to-dos are already filed — Plantel reads the action items out of the call, dates them, attributes them to the contact, and sets time-aware reminders for anything due "tomorrow" or "by Friday," all in a post-call card you confirm or edit. Huddle action items, email-detected tasks and items created from a Plantel AI chat flow into the same place. One hub, fed by every surface — nothing falls through the cracks.

  • CRM Task activities auto-mirror into the hub (one source, no double-entry)
  • Post-call action items are extracted, dated, attributed and reminder-set
  • Huddle action items and email-detected tasks flow in
  • Created from a Plantel AI chat in one step
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It actually reminds you

A real scheduler — notifications, snooze, recurring.

Reminders that fire as in-app alerts, toasts and real desktop notifications on a live 30-second scheduler that also catches up on focus and after a reload. Snooze in one tap — 15 minutes, 1 hour, 3 hours, or tomorrow at 9 AM — dismiss, or set them to repeat; a recurring reminder rolls forward to its next occurrence instead of disappearing. The Reminders lens buckets everything into Overdue, Today, Tomorrow, This week, Later, Snoozed and Needs-a-time, with relative times that update in place. And every notification deep-links: click a reminder, a due-soon alert or an agent’s review request and Plantel drops you straight into that exact task’s detail.

  • In-app, toast and real desktop notifications on a 30-second scheduler
  • Snooze 15m / 1h / 3h / tomorrow 9 AM, dismiss, or repeat
  • Recurring reminders roll forward instead of vanishing
  • Click a notification → land on the exact task
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Delegate it

Hand a task to an agent — and watch it run.

Assign any task to a teammate or to a Plantel agent, with the picker honouring each tenant’s permissions so people only see who they’re allowed to delegate to. Hand it to an agent and it runs a real lifecycle: it comments to acknowledge the task and moves it to In Progress, breaks the work into subtasks and starts completing them, posts progress in the comments as it goes — then stops, @-mentions the owner and asks a human to review before anything is marked done. High-risk work always routes back to a person; the agent never silently closes its own task. Delegation with a built-in checkpoint, not blind automation.

  • Assign to a teammate or a Plantel agent — picker respects permissions
  • The agent acknowledges, breaks down and works the subtasks
  • Posts progress in the comments, then requests human review
  • High-risk actions always route to a human for approval
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Rolled up where leaders look

From the to-do list to the executive dashboard.

The same tasks power your day-to-day view and the numbers leadership watches — no separate report to run.

Live KPI cards on the dashboard

The Tasks hub appends four live cards to the executive dashboard’s KPIs tab — Open tasks, Overdue, Due this week and Completion % — computed from real task data, not a static figure. They update as work moves, and each card jumps straight back to Tasks.

A full analytics view

The Dashboard view is its own analytics page: a seven-tile stat strip, a completion ring, by-status and by-priority charts, workload by person and by department, an eight-week throughput line of created vs completed, and on-time delivery and average lead time — all from real timestamps.

By department and team

Every task resolves to a real department, so the hub and the dashboard can group and roll up by team — not collapse everyone into one bucket. Lenses by team, person and agent slice the exact same underlying tasks.

Throughput from real history

Completion and throughput are charted from actual created and completed timestamps, with a clean "not enough history yet" state instead of a fabricated spike — so the trend is true the moment you start using it.

A built-in assistant in every task

Open a task and Plantel AI is already there: a one-line summary with a suggested next step, plus one-tap actions to generate a type-aware subtask breakdown, suggest the right owner or agent, estimate the effort, or answer "what’s left on this?" in plain English.

Keyboard-first speed

Built to fly through: N starts a new task, / focuses search, ⌘K opens the command bar, and the arrow keys move between tasks with Enter to open. An All ⇄ My tasks toggle is a personal lens — assigned-to, watching or created-by you — that never changes what others see.

Search, filter, group and sort that stack

Search-as-you-type across title, description, category and assignee, then stack filters (Active / High / Blocked / My tasks / Overdue / Done) with Group-by (status, priority, section, assignee) and Sort-by (priority, due, assignee, created) to carve the board down to exactly what matters.

Deadlines on the calendar

Because deadlines and reminders are tasks now, they surface as chips on the calendar alongside everything else — one timeline, not a parallel deadline tracker to keep in sync.

Deep-linked notifications

A bell or toast for a task carries the task’s id, so acting on the notification opens that exact task. Reminders, due-soon alerts and agent review requests all land you in the right place.

Delegate the to-do list — to people or agents.

One hub, a real scheduler, cross-surface inflow, and a dashboard roll-up — work that never falls through the cracks.