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Internal IM and tasks

Coordinate internal decisions in IM and turn work that needs an owner or due date into a task.

Last reviewed: 2026-07-15

Current task workspace using privacy-safe synthetic demo work items
Current task workspace using privacy-safe synthetic demo work items

Before you start

  • An active employee account

Steps

Use IM for internal discussion

Choose the correct colleague or group. Keep customer-facing replies in the inbox and internal discussion in IM or internal notes.

Expected result: Internal messages are not sent to a customer channel.

Create a task for accountable work

Give the task a clear verb, one owner, due date and enough context to finish it without a second explanation.

Expected result: The task has one owner, status and next action.

Close the loop

Update the task status when work changes and attach the result before marking it complete.

Expected result: Colleagues can verify what was completed.