If you’ve been running your business in Quo for a while, you’ve probably developed a workaround system for follow-ups. Maybe you’re marking messages as unread or texting yourself a reminder. You could be jumping over to another platform to log a task.
This all works — until it doesn’t. These workarounds have a cost: dropped leads, missed callbacks, fumbled handoffs, and lost context.
With Tasks, your team can easily track your to-do list in Quo without switching tools. You can create action items directly from conversations, attached to the call or message related to them.
How Tasks works
Open any conversation, click the task icon, add a title, assign it to a teammate if needed, set a due date, then click save. The task is visible to all inbox members, and you can manage and filter everything from the Tasks tab. There’s no setup required; it’s on by default.
One thing to keep in mind: Tasks must always be attached to something — a conversation, a specific call or message, or an inbox. They’re not standalone to-dos. That’s what keeps the action connected to the conversation that created it.
31 Task examples your team can use
Tasks help you turn customer conversations into clear next steps. The examples below are organized into three categories: callbacks, job details, and follow-ups. Each one shows a real task a small business might create in Quo — and the difference it makes.
1. Callbacks: No contact gets missed
A customer asks for a callback at a specific time. The call ends, the rep moves on, and the client never hears back — because there was no system besides memory or marking the message as unread.
With Tasks, anyone on your team can receive an assignment to call a contact back so you prevent upset customers or lost leads.
Callback Task examples you can assign in your workspace:
“Call referral.” This could be a warm lead who came in through word of mouth. It’s the kind of call that needs to happen while the person still remembers why they reached out.
“Call back before 3 p.m.” A prospective customer may be leaving for the weekend. Without the task, you won’t reach them until the following week, when it could be too late.
“New inquiry — call within the hour.” This could be a lead that came in while someone was on another call. This task reinforces your team’s speed to lead.
“They called three times this week — prioritize.” As you can guess, multiple calls to a business signal urgency. This task makes sure it gets treated that way.
“Call before sending invoice.” Let’s say a customer had a question about pricing that could be awkward to answer over text. You can assign a teammate a task to call back before sending the paperwork out.
“Confirm appointment.” A customer may need to check their availability. This is the sort of booking that could fall apart without a quick call or text.
“Text before calling to see what time would work to talk over the phone.” This task helps your team avoid phone tag.
“Left a voicemail, call again tomorrow morning.” You’ve made a first attempt to get in touch. The task turns the missed connection into a clear next step.
“Follow up on complaint.” The customer ended the conversation frustrated. They need a personal phone call in response, not a text.
“Reschedule call.” The prospect has let you know they can’t make Tuesday. This is the sort of task that’s simple to fix but easy to lose track of in the middle of a workday.
“Return call. They asked specifically to speak to the owner.” This customer has an issue that needs to be escalated. The task flags who needs to make the call.
2. Work details: Tackle work as a to-do list
Not every task starts with a customer request. Sometimes, it’s a job detail that came out of a call: a specific requirement, a part that needs ordering, or a site visit to book. Or it might be an internal note to keep things moving on your end. Either way, the handoff from conversation to action is where things can fall through the cracks.
The full job detail lives in the task. Whoever picks it up can act without wasting time tracking down the original conversation.
Example job-related Tasks:
“Schedule install.” The quote’s been approved. This task moves it into operations before anything slips between the conversation and the calendar.
“Order part before scheduling.” This job involves a dependency that affects the entire timeline. This task makes sure nothing goes forward before it’s ready.
“Send contract for signature before Friday.” The verbal yes is in. This task makes sure the paperwork follows so momentum doesn’t stall.
“Confirm materials list.” The client is supplying some of what’s needed to complete the job, but not everything. This task needs to be resolved before anyone shows up on site.
“Book site visit.” You can’t quote until you’ve measured everything you need to. This task reinforces that step.
“Confirm first site.” This is a job that involves multiple locations. The order of work needs to be resolved before anyone shows up.
“Send revised quote.” Let’s say you have a customer wanting to add a second bathroom. This mid-job change needs to be resolved before the next visit.
“Check with supplier for delivery update.” The client is waiting. This task reminds the team to monitor an external dependency.
“Add second contact to account.” The customer mentioned that a business partner handles billing. This is a small data point from the call that could disappear without a task.
3. Follow-ups: Give your team reminders to follow through
Not every follow-up demands immediate attention. It may be that a customer asked you to check back in a few months or you sent a quote that’s gone unanswered for several weeks. Now you can help ensure they aren’t forgotten altogether.
The task sits inside the conversation, so it’s there when your team is ready to act on it.
If you have call summaries enabled in Quo, you can copy action items straight into tasks after the call without having to play back the call recording.
Follow-up Task examples you can use to ensure your team follows through:
“Follow up with quote.” The faster you get a price to a lead, the better your chances of winning the job. The task makes sure it doesn’t slip to the bottom of the pile.
“Follow up on proposal.” You submitted the paperwork two weeks ago but haven’t received a reply. This task keeps it from being written off too soon.
“Check in on overdue payment.” Say you’ve sent an invoice that’s now 10 days past due. This is a financial follow-up that requires a personal touch rather than an automated reminder.
“Start renewal conversation.” The client’s contract is up in 60 days. This is the kind of deadline that’s easy to miss until it’s too late to have a proper conversation about it.
“Send photos of similar work.” A prospective customer asked to see an example before making a decision. This task makes sure you follow up with something useful rather than letting the lead go cold.
“They said call back after the holidays.” A customer has requested a specific deferral. The task helps make sure this conversation doesn’t end permanently in December.
“Post-job check-in.” Make sure everything went smoothly and the customer is happy. It’s the kind of follow-up that turns a one-off job into repeat work.
“Request review.” The best time to ask is right after a job well done. The task makes sure you don’t forget to ask.
“Follow up in spring.” The customer mentioned they’re expanding. The task encourages your team to check in when the time is right.
“Thank them for the referral.” A client sent a contact your way and it turned into a job. A quick thank-you call keeps the relationship warm and makes them more likely to refer again.
“Follow up on trial.” You need to find out if the customer wants to convert. This task makes sure the conversation happens before the trial period ends.
Get started using Tasks
The easiest way to see where Tasks fits is to try it on your next call. Open the conversation, create a task, and assign the next step while the details are still fresh. Tasks is available across all Quo plans, with no setup required. For a full walkthrough, see our guide to Tasks in Quo.
