Tasks M2
Overview 
The Tasks App allows users to create and assign tasks to colleagues, clients, or companies. It can be used for internal organization or to provide clients with clear instructions. The app is particularly useful for managing client onboarding processes and ensuring all parties complete their required actions during collaborative projects. By centralizing task management, it helps teams track progress, meet deadlines, and maintain clear communication across both internal and external workflows.
The Tasks App is currently in beta and not available for everyone.
Type
App
Apps are tailor-made for Copilot platform and typically come with rich functionality including notifications.
App Visibility
Client
Client-facing apps are visible to clients as well as your internal team.
Built by
Outside
