Tasks
The follow-ups that fall through the cracks at every business. adaptlive creates them automatically from calls and signals; humans can add them too.
The task types
- Callback — Customer asked you to call them back. Auto-created when the cockpit hears "call me back."
- Customer confirmation — Appointment in 24 hours, no confirmation yet. Auto-created by the appointment workflow.
- Quote follow-up — Quote sent, no decision yet. Auto-created N days after the quote.
Where you see them
Tasks live on the Line dashboard under "Next up," on each customer's profile, and tied to the relevant work record. There's no dedicated tasks page yet — they surface in context.
Complete or snooze
One-click complete. Snooze pushes the due date. Don't pile them up.