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Create & sync tasks

Sally automatically identifies potential tasks from your meetings and shows them in the summary as task suggestions. You can then decide whether to:

  • add the suggested tasks directly to your list,
  • sync them with your connected tools,
  • or manually create new tasks if something is missing.

This helps you stay on top of your next steps without rewriting or copying information.

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Before syncing tasks, make sure your preferred tool is connected.


Quick navigation

  1. Where to find your tasks
  2. Create a new task
  3. Add suggested tasks
  4. Sync tasks to your tools

1. Where to find your tasks​

  1. In the left sidebar, go to Appointments.
  2. Open your meeting.
  3. Select the Summary tab.
Sally meeting view showing Appointments and Summary tabs leading to the Tasks panel

Open a meeting → Summary → Tasks

  1. Scroll down to the Tasks panel.
Sally interface showing the Tasks panel within the Summary

Find your tasks

Here you’ll find all tasks Sally recognized. From here, you can edit them, sync them, or add new tasks.

2. Create a new task​

If you want to add a task that Sally didn’t detect, follow these steps:

  1. Hover over any task. Click the “+ icon” that appears on the left.
Option to create a new task by clicking the + icon

Create a new task

  1. Fill in the fields for Title, Assigned to, Due date, and Description.
  2. Click Create to save the task.
Form for creating a new task with Title, Assigned To, Due Date and Description

Fill in the fields and click CREATE

  1. Once created, the task will appear in your list.
New task displayed in the Sally task list

Your task in the list

3. Add suggested tasks​

Sally marks proposed items as Suggestion. To convert one into a task:

  1. Hover over the suggested item and click “Create Task”.
Menu showing the option to create a task from a suggestion

Add suggested tasks from the meeting

  1. Review the Title, add or update Assigned to, select the correct Due date, and check the Description.
  2. Click Create to confirm.
Editing a suggested task before saving

Adjust suggested tasks

  1. After creating or accepting a task, you will find it in the Tasks section in the left sidebar.

There you’ll see a clear overview of:

  • the number of open, forwarded, and overdue tasks
  • the assignee
  • the due date
  • the current status
Sally task overview showing open tasks, assignees, due dates and status

Task overview in Sally

4. Sync tasks to your tools​

You can send any task directly to your connected tools — such as Salesforce, Microsoft Teams, Pipedrive, and many more.
Before syncing, make sure your tools are properly connected to Sally.

How to sync your tasks — example using Salesforce:

  1. Hover over the task you want to sync.
  2. The logos of your connected tools will appear next to the task.
  3. Click the logo of the tool you want to sync to.
  4. Choose how the task should be saved in the system (for tasks: choose Task).
Integration menu showing Salesforce, Microsoft Teams, Pipedrive and more

Choose the tool to sync the task

  1. Review all fields in the form.
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In the example below, Salesforce is shown. Salesforce requires a linked instance — such as Lead, Account, Contact, Opportunity, or Case — so the task is stored in the correct location.

The same principle applies to other integrations, but available instance types vary by tool.
You can explore all options in the Integration & Automation section.
Enter the exact name of the instance to ensure correct assignment.


Salesforce integration form in Sally showing linked Lead, Account and Contact fields

Fill in the instance details and click CREATE

  1. Click Create to complete the process.
  2. You will now find the task in the assigned instance (in this example, in Salesforce).
Task displayed in Salesforce

Task in Salesforce

With these steps, you can create new tasks, add suggested tasks from your meeting summaries, and sync them with your tools — all directly inside Sally, without leaving the meeting view.