Managing tasks

Tasks are Kepler's to-do layer for follow-ups, reminders and prep work. Tasks can stand alone or link to records; manage them from the Tasks page, from the Tasks tabs on candidates, contacts, companies and jobs, or inline from an application drawer.

Creating tasks

• From Tasks — choose Create task (or press N) and set a title, assignee, priority, due date and linked records.
• From any record's Tasks tab — type in the Add a task box at the top; the task is linked to that record.
• From the application drawer — add and complete follow-ups inline while working the pipeline.
• From a logged call — fill in Follow-up task when you log the call and it lands on your task list, linked to the call's records; see Working with notes.
• Automatically — placement date changes (aftercare, guarantee, extensions) create reminder tasks; see Fees, aftercare & billing.
• By AI suggestion — see below.

Suggested tasks

Kepler reads your meeting transcripts for commitments — "I'll send the shortlist Friday", "chase the client after the offer call" — and proposes them as suggested tasks. It can read new emails with your contacts and companies too: an admin turns that on under Settings → Automations › AI suggested tasks › Emails (off by default; newsletters and auto-replies are skipped). Each suggestion shows its source (the meeting or email it came from), the records it concerns, a proposed assignee and due date.

Suggestions appear in Notifications and in the Tasks list, banded under "suggested by Kepler" inside the due-date section they belong to. Accept one to turn it into a real task, dismiss it, or open it to edit the details first; with several in a band, Add all and Dismiss all act on the lot. Suggestions never become tasks by themselves.

Working your task list

Use the scope menu to choose My tasks, Everyone’s tasks, Unassigned or a teammate. Switch between Open, Done and All to find work by completion state. Kepler remembers both choices for each workspace.

• Filter by status, priority, assignee and due date — including quick slices for Overdue, Due today, Next 7 days and No due date.
• Filter by Source to show only Campaign tasks (steps a campaign is waiting on) or Manual ones.
• Sort from the sort menu or by clicking a column header.
• Check tasks off as you go; overdue tasks are flagged. Completing tasks shows one running count with Undo (or press Cmd/Ctrl + Z), and undo puts each task back to the status it had. The Dashboard also lists overdue tasks and tasks due today, with later tasks under Upcoming work.

Bulk edits

Tick tasks to select them; Shift-click selects a range. The selection bar at the bottom offers Complete, Status, Priority, Assign, Due date (Today, Tomorrow, Next week, a date you pick, or Clear due date) and delete. Changes show on the rows at once while Kepler saves them; if the save fails, the rows go back as they were and Kepler says so. A bulk complete can be undone like a single one.

Working on the board

Switch from list to board with the view switch, then use Group by to organise tasks by Status, Due or Assignee. Moving a card changes the field represented by its destination column: use status columns to move work from To do to In progress or Done, or assignee columns to hand work to someone else.

With due-date grouping, moving a task to Today sets it due today, Upcoming sets it due tomorrow, and No due date clears the date. You cannot drag a task into Overdue. Open the task to set a specific date.

Keyboard shortcuts on the task list

These work on the Tasks page in list mode, when you're not typing in a field: