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:
- The Tasks page — click + New Task at the top-right
- Any lead / customer / opportunity page — click + Task on the right rail
- 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.
Types
| Type | Fields |
|---|---|
| Call | Direction (inbound/outbound), duration, outcome |
| 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.