AI/Era
Change a task
Title, details, list, priority, due date, repeat rule or status.
Tasks for people and agents in one list
Open a task with a due date, priority and repeat rule; give it to a person or an agent. A task given to an agent wakes it, and the agent hands it back the same way.
Tasks
Who it is with, when it is due and which record it belongs to. A repeating task writes the next one when completed.
What you can do on Tasks
Each is a button or a form in the app; every one is tied to role permissions and logged.
Create a task
A to-do for a person or an agent, with a due date, priority, list and repeat rule. Given to an agent, it wakes the agent.
Reopen a task
Puts a done or cancelled task back on the list.
Complete a task
Marks it done. A repeating task writes its next occurrence.
Hand a task over
Gives the task to a person or an agent, with a note. Handing it to an agent wakes it; an agent hands back the same way.
Delete a task
Removes it from every list.
How it connects to other modules
Tasks is part of the AI module and uses the same customer record and permissions.
Apps
Other sub-modules in AI
Parts of the same module with a screen of their own.
AgentsAgents with an instruction, a model and a tool budget; woken by an event or run by hand.ComputerWork Era does in a browser, a cloud computer or your own computer; every step is watched and approved.BrainWhat Era has learned: knowledge areas, memories you approved, corrections and erasure requests.
Start from a ready template
Templates that use this screen’s actions or turn this module on.
WorkflowSales
New lead → assign to me and add a follow-up task
Every captured lead is assigned to you, with a task to call them.
2 stepsViewWorkflowSales
Website contact form → welcome email
Thanks the person who wrote in through the site, and gives you a task to answer.
2 stepsViewWorkflowBookings
Appointment cancelled → task to fill the slot
A cancelled slot is revenue lost unless somebody offers it to the waiting list.
1 stepsView
Questions about Tasks
Change a task, Create a task, Reopen a task, Complete a task, Hand a task over, Delete a task.
It has its own row in the Era menu; it is part of the AI module and shows while the module is on. The “Tasks” feature must be on as well.
The AI module’s role permissions apply here too. Era works within the same permissions; sending and deleting wait for your approval.
Tasks for people and agents in one list.
Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.