Product

Tasks

Assign, track and close work right where it was discussed.

  • Built into the same workspace as everything else
  • Governed by your roles, locations and permissions
  • AI that works from your team's real context
Schedule Discovery
Cozee Tasks showing assigned work with owners, due dates and status

Follow-through that doesn't get lost between tools

The problem

A request made in a text, a commitment made on a call and a line on a shared sheet all live in different places. Across several locations, nobody can say for sure what's done, what's late and who owns what.

How Tasks solves it

  • Owner, due date, status

    Every task has an owner, a due date and a status, grouped by the project it belongs to.

  • Created where the work is discussed

    Turn a chat message or a meeting action item into a task, so the follow-up doesn't depend on someone's notes.

  • Rolls up to projects

    Tasks are grouped under projects, so progress on the bigger plan stays current.

  • Reported in Analytics

    Follow-through shows up in Analytics, with no separate project tool to buy or sync.

What changes for HQ

See what's open, done or blocked across teams without asking for a status update.

What changes for location teams

One list of what's theirs, linked back to the conversation or meeting it came from.

Tasks: frequently asked questions

What does Cozee Tasks require?

Just a Cozee workspace. Tasks are built in, with no separate project tool to buy or sync.

How do teams use Tasks?

Teams use Tasks to track the follow-through from every conversation. A task like "Send discovery recap" or "Order equipment" gets an owner, a due date and a status, grouped by the project it belongs to.

How does Tasks work with the rest of Cozee?

Tasks can be created from chat messages and meeting action items, grouped under projects, and reported in Analytics.

Can tasks come from meetings automatically?

Yes. Action items captured in a meeting are listed with owners and can be tracked as tasks, so the follow-up doesn't depend on someone's notes.

Is my data used to train models?

No. Your workspace content isn't used to train shared models. See Governed AI for how data is handled.

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