Work the list
Tasks are grouped by opportunity, so related follow-ups stay together. Each group has its own add-task action, already pointed at that opportunity. From the list you can create, edit, assign, complete, reopen, and delete a task without leaving the page. Select the source logo on a task to open the evidence drawer and read the artifact the task came from — the same drawer used elsewhere in Tempo. Completed tasks are organized by completion date, so recent work stays legible without hiding what you finished last week.Filter
Filters persist as you move between Tasks and your opportunities, so a filtered view survives a detour into a deal.Tasks on an opportunity
An opportunity’s detail view has its own Tasks tab, scoped to that deal. Use it when you are working one opportunity; use the Tasks page when you are working across your pipeline.Assigning to other people
Organization admins can manage tasks for other owners in their organization. Sellers work their own.Work with tasks in your AI platform
You can also ask a connected AI platform to list, create, update, complete, or delete tasks over MCP.The MCP tools keep their original names —
list_action_items, get_action_item, and manage_action_items. They act on the same objects the Tasks page shows.