Tasks

Tasks help you turn conversations into actionable to-do lists and coordinate internally without leaving Plain. Use them to track follow-ups, internal action items, or anything else that needs to get done.

What are tasks for?

Tasks bridge the gap between customer conversations and internal work. Instead of context-switching to external project management tools, you can create and manage tasks directly within Plain, keeping everything connected to the relevant threads.

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 assigned to the right team member, linked to the company.

• 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.

Creating tasks

You can create tasks in several ways:

From anywhere in Plain

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

From the Tasks page

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

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.

Viewing tasks

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.

Company and Tenant pages

Each company and tenant page includes a Tasks tab. This tab shows:

• Tasks explicitly linked to that company or tenant

• Tasks linked to that company or tenant via a linked thread (even if the task itself isn't explicitly linked to the company/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 company.

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.

Deleting tasks

Open the task details sidebar and use the overflow menu (⋯) to delete a task. Deleted tasks are removed from all views.