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Tasks let you track follow-ups and internal action items directly in Plain, without switching to an external tool. Attach them to threads, or tenants to keep context in one place. You can disable Tasks in your workspace settings if you prefer not to use them.
Tasks in Plain

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Example use cases

  • Feature requests to investigate: A customer asks about SSO for their enterprise plan. Create a task to research and follow up, linking it to multiple related threads.
  • Bug investigations: A customer reports webhook delivery failures. Create a task linked to the thread where the bug was reported, the tenant that reported it and assigned to the right team member.
  • Follow-up reminders: A customer’s CSV export is timing out for large datasets. Create a task to investigate and link it to the original thread.

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Creating tasks

You can create tasks in several ways:

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From anywhere in Plain

Press t to create a task from anywhere. If you’re viewing a thread, or tenant page, the task will automatically pre-fill relevant context (linking the current thread or setting the tenant).

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From the tasks page

Go to the Tasks page and click Create task or press t.

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From a thread

In the thread sidebar, find the Tasks section and click the + button. You can either link an existing task from the picker or create a new task.

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Via Sidekick

You can also ask Sidekick to create tasks for you based on the context of the thread you’re viewing. Tasks you create via Sidekick will be auto-linked to the current thread and assigned to yourself.

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Raised by Ari

When Ari can’t answer a customer from your knowledge sources, Plain records a knowledge gap and creates one task for it, titled Knowledge gap: … and unassigned. Every thread with the same question is linked to that task. The task sidebar shows the gap under Knowledge gap, and Handle with Sidekick drafts the missing article for you. Mark the task done once the knowledge is published.

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Viewing tasks

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Tasks page

The main Tasks page shows all tasks in your workspace, organized into three tabs:
  • My tasks: Tasks assigned to you that haven’t been completed
  • All tasks: All Todo tasks across the workspace
  • Done: Completed tasks
Click any task to open its details in a sidebar.

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Tenant pages

Each tenant page includes a Tasks tab. This tab shows:
  • Tasks explicitly linked to that tenant
  • Tasks linked to that tenant via a linked thread (even if the task itself isn’t explicitly linked to the tenant)
For example, if you create a task and link it to a thread from Acme Corp, that task will appear on Acme Corp’s Tasks tab, even if you didn’t directly assign the task to that tenant.

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Thread sidebar

The thread sidebar shows all tasks linked to the current thread under the Tasks section. You can mark tasks as done or change their assignee directly from this list.

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Deleting tasks

Open the task details sidebar and use the overflow menu (⋯) to delete a task. Deleted tasks are removed from all views. Deleting a task is final. There is no way to recover deleted tasks.