What is a Task?

A Task is also referred to as a planned activity. Tasks represent future activities that have either not occurred yet or have yet to be marked as completed. These can include follow-ups, meetings, or any other scheduled actions.

Key characteristics of a Task:

• Scheduled for the future or ongoing.

• Unfinished until marked as complete.

• Represents to-dos, reminders, or any actionable item.

Once a task is finished, you can mark it as completed in the system.

What is a Conversation?

A Conversation is also referred to as a logged activity. It's the result of completed interactions, often logged as part of or after a task is marked as done. Conversations can also represent various forms of communication, including:

• Logged notes from completed tasks.

• Emails.

• Tickets.

Unlike tasks, conversations are typically interactions or records of communication that have already occurred.

How Are Tasks and Conversations Linked?

• When you complete a task and mark it as "done," you have the option to log a note or outcome from that task. This log then becomes a Conversation, effectively capturing the details of the completed activity.

• Tasks lead to conversations when they’re finished, but the two remain distinct objects in the system. While tasks represent future actions, conversations document the outcomes of those actions.