Agents
Ask the books, or hand out work
Try “How is the business doing this year?”, “@GST Agent are last month's returns filed?” or “@Priya add a task to follow up BILL-0004 by Friday”. Type @ to pick an agent or a person.
Board · humans and agents
To do
0Waiting for someone
Nothing here
Scheduled
0Has a future date
Nothing here
In progress
0Being worked on now
Nothing here
Review
0Agent finished - check it
Nothing here
Done
0Closed
Nothing here