Tasks & Activities

Rasveon splits your work into two related but distinct things:

• Tasks — things you need to do. They have a due date. They can be done or not-done.
• Activities — things you have done. Calls made, emails sent, meetings held, notes left.

Both attach to leads, customers, opportunities, or contacts.

Tasks

Creating a task

You can create a task from three places:

1. The Tasks page — click + New Task at the top-right
2. Any lead / customer / opportunity page — click + Task on the right rail
3. The AI assistant — "Remind me to call Ahmad about the Menara quote on Friday"

Fields:

• Title — required, keep it short and actionable
• Description — optional detail
• Due date & time — required
• Assigned to — defaults to yourself
• Related to — link to a lead, customer, or opportunity
• Priority — Low, Normal, High
• Reminder — optional; sends a push notification at the chosen time

The Tasks page

Shows tasks grouped as:

• Overdue — red, top of the list
• Today
• Tomorrow
• This week
• Later
• No due date

Filters: Assigned to me / Assigned to team / Everyone (managers+).

Task status

Tasks are either Open or Done. Click the checkbox to complete. You can't uncomplete accidentally — there's a two-second undo toast in case you tapped wrong.

The overdue badge

The sidebar shows a red badge next to Tasks when you have overdue items. The count updates live — as soon as a colleague marks one done or reassigns to you, the badge reflects it.

Activities

Activities are the record of what happened. Every call, email, meeting, and note.

The Activities view — every call, email, meeting, and task with filters and status.

Types

Type	Fields
Call	Direction (inbound/outbound), duration, outcome
Email	Direction, subject, body summary
Meeting	Location, attendees, duration, notes
Note	Free text
SMS / WhatsApp	Direction, body summary

Logging an activity

Every lead / customer / opportunity has a + Log Activity button on the right rail. Pick a type, fill in what happened, save. The activity appears on the timeline immediately.

You can also ask the AI:

"Log a meeting — visited Menara HQ, met the ops manager, quoted for 14 doors not 12."

The AI will save the activity and, if it detects a next step in what you said, offer to create a follow-up task.

The Activities timeline

On any record, the centre of the page is a reverse-chronological timeline. Each entry shows who did what, when, and any details. Click to expand.

Filters at the top of the timeline: Type / User / Date range.

Best practices

• Log calls right after you hang up. You'll forget the details in 20 minutes.
• Attach photos to meetings. From the mobile app, take a photo of the whiteboard, the site, or the wiring diagram.
• Never leave a call as "spoke". Write the actual outcome — what they said, what you promised, what's next.
• Use tasks for anything time-sensitive. If it's not in Tasks, it will fall through the cracks.

Notifications

You get a push notification (mobile) and an in-app toast (web) when:

• Someone assigns a task to you
• A task you own becomes overdue
• Someone @mentions you in a note
• A deal you own moves stage
• A lead you own gets a new activity from another user

Notifications settings are per-user under Settings → Notifications.