Add contacts to tasks
Contacts can be managed and added to items in the same way as other tags, but there are 2 differences:
- They can be added to your tasks as "waiting for" contacts or as regular tags
- In the web app, you can associate your contact with an email address
Add contacts like regular tags
When you assign a contact to an item as a tag, the item stays in its original list. You're just adding the contact for organization purposes. If any action is going to take place, it's your move.
How to add contact tags:
- Edit the item and add the contact's name in the tags field
- Or right-click the item and select the contact from the context menu
- The item remains in its current list with the contact tag applied
Add "waiting for" contacts
When you change an action's state to Waiting, you'll be asked to associate a contact with the task. This is the person who needs to do something. By looking in the Waiting list, you can see which tasks are pending and with whom you should follow up.
How to set up waiting items:
- Right-click on an action or use the drop-down menu ▼
- Change the state to Waiting
- Select or add the contact you're waiting for
- The item moves to your Waiting list
Contact management features
Email integration
In the web app, you can associate email addresses with contacts:
- Click on a contact name in the tag management interface
- Add their email address for easy communication
- This makes it simple to follow up on waiting items
Following up
- Use the Waiting list to see all items you're waiting for others to complete
- Filter by specific contacts to see all items associated with a person
- Set up reminders or reviews to follow up on pending items
Use cases
- Delegation: Assign tasks to team members and track their progress
- Dependencies: Mark items that depend on others' input or decisions
- Collaboration: Keep track of who you're working with on different projects
- Follow-up: Ensure nothing falls through the cracks when waiting for responses