Create and manage support tasks

Plan access: Support Suite requires Scale or Enterprise, an active trial, or access explicitly enabled for your workspace.

Support tasks record follow-up work and can link it to a company and conversation.

1. Open Support → Tasks and create a task.
2. Enter a Task title describing the next action.
3. Add an optional description with the context needed to do the work.
4. Choose an assignee.
5. Optionally select a company and a related thread. Changing the company clears the selected thread, so check the thread again afterward.
6. Create the task. You can also use Command+Enter on macOS or Ctrl+Enter on Windows while editing the title or description.
7. Open the task from the list to update its details as work progresses.

The task appears in the Tasks view with its assignment and links. Keep customer replies in the support conversation so the customer receives them; a task description is for the team's work.