Tasks & Assignments

Tasks & Assignments#

Tasks are the atomic unit of work in Coeffection. They can be standalone to-dos, subtasks on a project, action items attached to a case, or required checklist items on an opportunity stage gate. Every task has an assignee, a due date, a priority, and a status.

Tasks can be assigned to a specific person or to a team queue. Queue-assigned tasks appear in the shared inbox of the team; the first agent to claim it becomes the owner. Dependencies between tasks are tracked with Blocks / Blocked By relationships, allowing you to model multi-step workflows.

Task dependencies

Open a task and scroll to the Dependenciessection. You can add any number of "Blocks" relationships (tasks this task prevents from starting) and "Blocked By" relationships (tasks that must complete before this one can start). Tasks that are currently blocked display a red "Blocked" badge and cannot be moved to In Progress until all their blockers are resolved.

Creating tasks from stage gates

When an opportunity advances to a new pipeline stage, any task templatesconfigured for that stage are automatically spawned. For example, when a deal moves to Proposal Sent, tasks for "Send proposal document", "Schedule follow-up call", and "Log decision maker name" can be created automatically and assigned to the deal owner.

1. 1Go to Admin → Pipelines and open the pipeline you want to configure.
2. 2Click on a stage card to open its settings.
3. 3Under "Task Templates", click "+ Add Template".
4. 4Enter the task title, default assignee (person or team), priority, and relative due date (e.g. 2 days after stage entry).
5. 5Save. Tasks will be created automatically for all future deal movements into that stage.