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Tasks
Tasks
Tasks are reminders or follow-ups that your team needs to action. Each task has a title, description, status, priority and can be assigned to a teammate or a machine user. Tasks can also be linked to a company or a tenant to give them context.
Tasks live alongside threads in the Plain app but are not threads themselves — they are a lighter-weight to-do, useful for things like “send onboarding follow-up next Friday” or “check in on this customer after their renewal”.
Use the API when you want tasks to be created or updated as a side-effect of something happening in your own systems (for example, automatically creating a follow-up task when a deal closes in your CRM).