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Overview

Tasks in Reevo are your personal to-do list for sales follow-through. They can be manually added or automatically created by Reevo AI whenever next steps or objections are mentioned in meetings, emails, or calls. Every task is surfaced in one place so you never lose track of what needs to happen to keep deals moving.

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Basic concepts & terminology

  • Task - A discrete piece of work such as “Send pricing deck” or “Handle security objection.”
  • AI generated task - Task created by Reevo AI when it detects explicit next steps or sales objections in a meeting, email, or voice call.
  • Related activity - The meeting, email, or call that generated the task. Click to jump straight to the source.

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Where to find it

  • Left-hand nav → Tasks

    Opens the Tasks page, a central dashboard showing every open, completed, or overdue task.

  • Record sidebars

    Tasks related to a specific contact, account, or opportunity appear in the right-hand Tasks panel.

  • Meeting & email views

    When AI detects a next step or objection, the task appears in the context panel of that activity.

The tasks page is the place for users to manage all existing tasks. Users have the ability to filter through and see their existing tasks, manually create tasks, update existing tasks, comment on tasks and delete or mark tasks as “Complete”.

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How it works

Task Details:

Tasks that are AI generated automatically have their properties filled in. Each task can have the following properties:

  1. Due Date - The date when the task is due. This can be None.
  2. Owner - User within your organization who is supposed to complete the task
  3. Priority - The importance of the task
  4. Account - The company you are selling into
  5. Contacts - The primary point of contacts of the Account
  6. Opportunity - The opportunity
  7. Related Activity - The source of the task. Users can click on this card to be taken to the Meeting or Email where the task was created from.

Task Ownership:

Tasks ownership is AI determined. Reevo AI will analyze the source of the task and prioritize task assignment as follows:

  1. User Participants on the Meeting or Email if a participant either is called out explicitly on the call or is determined to be the best person to own the task.
  2. Opportunity Owner if it exists and no User Participant is determined to be best suited for it.
  3. Account Owner if the two user groups are not available

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How to

View & filter tasks

  1. Go to Tasks.
  2. Use the Status, Owner, Priority, or Due date filters to focus on what matters today.

Manually create a task

  1. Click New Task on the Tasks page (or the “+” icon in any record sidebar).
  2. Fill in the title, due date, owner, and any linked account, contact, or opportunity.
  3. Click Save.

Update, comment, or complete a task

  • Select a task to open the Task Details drawer.
  • Edit fields, leave a comment for teammates, or check Complete when you’re done.

Configure AI task generation

We have provided the ability for a user to determine where they are getting tasks from. By default tasks are generated from 4 sources currently: Video Meetings, Emails, Voice Calls, and Objections found in Meetings, Emails, and Voice Calls.

  1. Click your avatar (bottom-left) → Settings.
  2. Select Tasks.
  3. Toggle Video Meetings, Emails, Voice Calls, and Objections to decide which sources should create tasks.
  4. Review the live examples, then click Save.

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FAQs

How does Reevo decide who owns an AI-generated task?

Reevo checks meeting/email participants first. If one of them is clearly responsible (called out by name or role), that user becomes the owner. If not, ownership falls back to the opportunity owner, then the account owner.

Can I stop AI from creating tasks?

Yes. In Settings → Tasks, switch off any data sources you don’t want Reevo AI to monitor.

What happens if a task has no due date?

It stays in the Open list with “No due date.” You can add or change the date anytime.

Does Reevo create tasks for objections in calls as well as meetings?

Absolutely. Objections detected in video meetings, voice calls, or emails all trigger tasks when the Objections source is enabled.