Using Tasks
Create and manage standalone tasks in Kaname, link them to threads, and track action items across your pipeline.
Tasks in Kaname are standalone action items that live alongside your inbox. Unlike follow-ups — which are reminders tied to specific threads — tasks can be general to-dos, or they can be linked to a specific thread or lead.
Accessing tasks
Click Tasks in the left sidebar to open the task list view.
Creating a task
From the Tasks view:
- Click Add task or the + button
- Enter the task title
- Optionally set a due date
- Optionally assign it to a team member
- Optionally link it to a thread or lead
- Click Save
From inside a thread:
- Open any thread
- Click Add task in the thread action bar
- The task is automatically linked to that thread
- Add a title, due date, and assignee
- Click Save
Task fields
| Field | Description |
|---|---|
| Title | A clear, actionable description of what needs to be done |
| Due date | When the task should be completed |
| Assignee | The team member responsible for completing it |
| Linked thread | The inbox thread this task relates to (optional) |
| Priority | High, medium, or low |
| Notes | Additional context about the task |
Completing a task
In the Tasks view, click the checkbox next to any task to mark it complete. Completed tasks move to a Done section at the bottom of the task list and can be filtered out of view.
Filtering and sorting tasks
Use the filter controls at the top of the Tasks view to show:
- My tasks — tasks assigned to you
- All tasks — tasks for all team members
- Overdue — tasks past their due date
- By thread — tasks linked to a specific thread
Sort by due date, creation date, or priority.
Tasks vs follow-ups
Tasks and follow-ups serve different purposes in Kaname:
| Follow-up | Task | |
|---|---|---|
| Tied to | A specific thread | Can be standalone or linked |
| Purpose | Remind you to take action on a conversation | Track a specific action item |
| Recurrence | Single trigger (resurfaces thread in inbox) | Can be recurring |
| Best for | "Email John about the proposal on Friday" | "Update the pricing deck" or "Prepare demo environment" |
Use follow-ups for sales and communication actions tied to threads. Use tasks for broader project-level actions, internal work items, or anything that is not directly an email reply.
Tips for using tasks
Keep task titles actionable. Start with a verb: "Send", "Review", "Call", "Prepare". This makes it obvious at a glance what needs to be done.
Set due dates on every task. A task without a due date is a wish, not a commitment. Even an approximate date ("end of week") is more useful than none.
Use linked threads for context. When a task relates to a sales conversation, linking it to the thread means you can jump directly to the conversation context without searching.