FAQ: Tasks

Can I edit the AI draft before sending?

Yes, fully editable. You can also regenerate a new draft using the wheel icon, or adjust tone and length using the chips below the draft.

Where is the Master Inbox?

It's part of Tasks now: the Inbox tab. It's still your full mailbox, with To reply, All replies, Archived and Sent. The other tabs are your action queue: To review, Calls and To-dos.

Archiving a conversation and completing a reply task are still separate. Completing a task does not archive the conversation, and archiving a conversation does not close its task.

What happened to Skip?

It's now Archive. Archive clears a task without doing it (shortcut E, or ⌘⌫ on the To review tab). If you only want a task out of the way for a while, Snooze it (S) and it comes back later.

A lead I closed has replied again — what happens?

A new task is created automatically when the lead replies.

Can I set reminders or snooze a task?

Yes — go to Settings → Tasks → Reminders. You can set rules to reopen a task if a lead hasn’t replied after a set number of days, or to reopen a call task if it went unanswered or to voicemail.

Reminder rules apply to the tasks Topo creates from sequences. To-dos have no reminders and no overdue notifications, overdue is a red label in the app only.

Where do I find tasks I've completed or archived?

On the To review, Calls or To-dos tab, open Filters and turn on Done. For conversations, pick Archived in the Inbox tab's view menu.

Can I customise the AI tone per task?

Yes — use the chips below the draft to override tone and length for that specific task. To change the default for all tasks, go to Settings → Tasks.

Can I change the company voice or messaging style?

Custom company voice configuration is coming soon. In the meantime, update your Organisation Context in Settings → Tasks to shape how drafts are written.

Does a new hot lead create a Task?

No, currently a lead that becomes hot doesn't create automatically a task. Topo doesn't have a specific type of task for Hot Leads.

Can I create my own task?

Yes. Open the To-dos tab on the Tasks page and click + Add task at the top of the list (or + New to-do on a lead's Tasks tab) to create a standalone to-do with a title, notes, due date, assignee, and an optional linked contact. It isn't tied to any sequence. It can also sync to your CRM, as long as task sync and the To-do type are enabled in your CRM integration settings and the to-do is linked to a contact.

How do I delete a to-do?

You can't delete tasks. Archive it instead (E). You can still find it with the Done filter, and you can reopen it later if you need it back.

Can I set a priority on a to-do, or sort to-dos by due date?

No. To-dos have no priority field, and the To-dos tab is ordered by when each one was created, newest first. Overdue items are highlighted in red but they stay in place.

I created a to-do for a teammate and I can't find it.

Check Assigned to at the top of the list. It may be set to Me. Pick that teammate, or Anyone, to see it.

Why can't I edit this to-do?

Only the creator or the current assignee can change a to-do's title, notes, due date, or linked contact. Everyone else sees those fields read only. Anyone can still complete, archive, reopen, or reassign it.

Can a to-do be linked to a company or a list?

No, only to a contact. The company shown next to the to-do comes from that contact, and list filtering works through the contact's list membership.

Can I change the linked contact after creating a to-do?

Not from the app today. The title, notes, and due date are all editable in place.