Tasks & follow-up
The promises you made, in three views — and where they surface when they come due.
TL;DRAI summary
This chapter explains how tasks help you track what you need to do, like calls or quotes, for your contacts, deals, or plans. You can view and filter your task list in different ways, and Cypress will surface them in various places to keep you on track.
For: Sellers · Cypress Managers
A task is something you said you would do: call them back, send the quote, chase the W-9. It hangs off a contact, a business or a deal, a vehicle, or a plan (a sell goal, a sale window, a lot, a buy target, or a quarter's plan as a whole), and carries a channel (phone, email, meeting), a due date, and an assignee. People, automations and agents share the one list.
Three views of the same list
| View | Best for |
|---|---|
| List | working through what is due |
| Board | horizon — overdue, today, this week, later, undated |
| Calendar | seeing what is owed beside what already happened |
The calendar shows tasks and interactions together, because "what is owed on Thursday" and "what happened on Tuesday" are the same question asked in two directions. Tasks can be created and edited directly on it.
The same three views appear inside a contact, a business and a deal — scoped to that record.
Filters
Open, Mine, Overdue, Done, All. Completed tasks are kept and readable: a follow-up you made three weeks ago is evidence, and deleting it loses the account of the relationship.
Anyone in your organisation can be assigned — including you, and the agents your organisation connected, listed as Name (AI agent) and marked with an AI agent chip once they hold a task. A task with no assignee is Unassigned, which is a state the platform treats as a problem rather than a default.
A task says who made it when it was not a person: Made by an agent (with the agent's play, when it has one) or Made by an automation. A task about a vehicle alone names the vehicle.
Made by agents narrows the list to the tasks an agent made, and On a plan to the tasks on a plan: a sell goal, a sale window, a lot, a buy target, or a quarter's sell or buy plan as a whole. Each of those names what it is on ("Window W43–44", "Q4 2026 sell plan") and opens it in Planning.
New task asks what the task is about first, because a task about nothing is lost: a contact, a company or a deal, found by name, or a quarter's sell or buy plan when your organisation plans that side. A plan's goals, windows, lots and targets take their tasks in Planning, where they are listed.
Where tasks surface
- Mission Control — everything due today or overdue as its own row, plus a line accounting for what is scheduled ahead and what has no date at all. See Mission Control.
- The record — on the contact, business or deal it belongs to, and on that record's timeline: Task added when it is made (with who holds it and when it is due, when that is someone else or a date) and Task done when it is finished, each naming who did it, an agent marked as one. The timeline's Tasks chip shows only those.
- Planning — a plan's tasks on its window, lot, goal or target panel, and every task of the quarter on the plan's Tasks tab (see The work behind the plan).
- Cedar — which reads the open set and says which one to start with, and why.
- A reminder when it falls due — when an open task's due time arrives, the person who holds it gets a reminder in the app and by email (as their notification settings allow); an unassigned task reminds whoever made it, and an automation's task the person the automation runs for. Each due time is reminded once: move the due date and the new one is reminded in its turn. A task held by an agent is not sent to anyone's inbox; the agent's app is told instead.
What Cedar recommends
Cedar ranks the open tasks rather than just listing them: lateness counts, but is capped at a fortnight so one forgotten task cannot outrank a live one forever; an offer waiting on an answer weighs heavily; an undated task is nudged down but never hidden. The result is one sentence at the top of the list — start here, and here is why.
Business rules
- A task always belongs to something. There are no floating reminders.
- Completing a task is reversible — reopen it and it returns to the queue.
- Due dates are read in your organisation's timezone, so "due today" means today where the work is.