“Someone should follow up” sounds like a next step. It leaves three questions unanswered: who, by when, and about what?
Ariyel Tasks gives those questions a place to be answered. A task can have a clear action, an assignee, a due date, and links to the contacts or deals it concerns.
That turns a customer request into work the team can find and review.
Capture the action while it is clear
Imagine a prospect asks for a revised proposal after a call. Create a task while the request is fresh: “Send the revised onboarding proposal to Northstar.” That tells the person doing the work what the outcome should be.
Open Tasks → New task, or create it from the contact or deal's Tasks tab. Enter the name and add a due date that reflects the commitment you made.
Save before closing the dialog. Closing or cancelling does not save a draft. On Mac you can use Command+Enter to save; on other platforms, Ctrl+Enter.
Use a note for the longer explanation of what changed in the proposal. The task holds the action, while the note preserves the reasoning someone may need to complete it.
Make the owner explicit
New tasks start Assigned to you. Review that chip before saving. Choose the teammate who should act, or leave the task unassigned when the team has not decided who owns it yet.
An unassigned task still needs attention. Make assignment part of your regular review so work does not sit in the list with nobody responsible for moving it forward.
You can mention a member with @ in the task name, but a mention is not an assignment. Check the assignment chip to confirm who owns the action.
Keep the customer attached
Use Add record to link the relevant contact or deal. A task can relate to several records, and it also appears on those records' Tasks tabs.
For the proposal example, linking the contact and opportunity keeps the follow-up available from either place. Your teammate can open the task with the customer and deal context close by.
Contact and deal mentions in the task name become record links when you save. Tasks can also exist without a linked record, which is useful for internal work. Add a link when it helps someone understand or find the action later.
Review what needs attention
The Tasks page is the workspace's follow-up list, so it includes more than your personal assignments. Search by task text, assignee, or linked record, and use filters to narrow the workload.
Open tasks are grouped into Overdue, Today, Upcoming, and No due date. These groups make it easier to distinguish a missed commitment from work that has not been scheduled.
Due-date grouping follows the browser's calendar day, not your profile timezone. Check the device date when a task appears in an unexpected group.
A saved view can keep a recurring workload review close at hand. Review it with the person responsible and agree on the next action for anything blocked.
Close the loop
Click the completion circle when the action is done. Click again to reopen it if more work is needed. Opening the row edits the task; it does not mark it complete.
Finished work appears under Completed. If it disappears from the list, check View settings → Show completed tasks before assuming it was deleted.
Complete finished tasks when you want to preserve their history. Deleting a task removes it for everyone and cannot be undone.
Clear ownership and context support the accountability process your team runs every week. Start with the next customer commitment and follow the Tasks documentation to capture it in Ariyel.