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Create and sync tasks

Quick Navigation

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

Sally automatically filters possible tasks from your meetings and shows them in the summary as task suggestions. You can then decide if you want to:

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

This way, you always stay on top of next steps without having to rewrite or copy information.

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Before you can sync tasks, make sure your preferred tool is connected.

1. Where to find your tasks​

  1. Go to Appointments in the left sidebar.
  2. Open your meeting.
  3. Select the "Summary" tab.
Sally meeting view with Appointments and Summary tab showing the Tasks panel

Open a meeting → Summary → Tasks

  1. Scroll down to the Tasks panel.
Sally interface highlighting the Tasks panel in the Summary view

Find the tasks

Here you can find all of Sally's recognized tasks. From there, you can edit them, sync them to your tools, or add new tasks.

2. Create a new task​

  1. Hover over a task and click "Create New Task".
Option to create a new task in Sally by clicking Create New Task

Create new task

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

Fill the fields and click CREATE

  1. Once created, the task appears in the list.
Newly created task displayed in the Sally task list

Your task in the list

3. Add suggested tasks​

Sally marks proposed items as Suggestion. To accept one:

  1. Hover over the desired task and click "Add as Task".
Menu with options to create a new task or add as task from Sally suggestions

Add suggested tasks from the meeting

  1. Double-check the Title, add or update the Assigned to field, select the correct Due date, and review the Description.
  2. Click Save to confirm your changes.
Editing a suggested task in Sally with Title, Assigned to, Due date and Description before saving

Add suggested tasks from the meeting

  1. After saving, the task is updated in your list, showing the responsible person and the due date.
Updated task in Sally task list showing assigned person and due date

Add suggested tasks from the meeting

4. Sync tasks to your tools​

You can send any task directly to your connected tools, such as Salesforce, Microsoft Teams, Pipedrive and much more. Befor you start, please make sure your desired tools are connected to Sally.

How you can sync your tasks:

  1. Hover over the task you want to sync.
  2. The logos of your connected tools appear next to the task.
  3. Click the logo of the tool you want to use.
  4. Decide how the task should be saved in the system (since this is a task, choose Task).
Integration menu in Sally showing options like Salesforce, Microsoft Teams and Pipedrive to sync a task

Choose the tool to sync the task

  1. Double-check all fields in the form.
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Sally requires a linked instance (for example a Lead, Account, Contact, Opportunity or Case) so the task is created in the correct place within the tool. This example shows Salesforce, but the same principle applies to other integrations as well. You can explore all available options in the Integration & Automation section. Enter the exact name of the instance to ensure the task lands in the right location.


Salesforce integration form in Sally with linked Lead, Account and Contact fields to create a task

Fill in the linked instance details and click CREATE

  1. Click Create to finish.
  2. Now you can find the task for the assigned instance (in this case, in Salesforce).
Task in Salesforce

Task in Salesforce

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