Productivity

MonoChat Tasks

Turn conversations into tasks: assign them to your team, track their state, discuss them with comments and set reminders, right next to the chat.

Install free Already using MonoChat? Open in your workspace

New to MonoChat? This creates your account and workspace and installs MonoChat Tasks for you. Already have an account? Sign in and the app page opens so you can install it.

  • Tasks
  • Reminders
  • Team

MonoChat Tasks

By MonoChat, an official Meta Business Partner

Free to install

Read the MonoChat Tasks guide
Creating a task from a WhatsApp conversation about a damaged order, with an assignee and a linked conversation

What MonoChat Tasks does

MonoChat Tasks turns customer conversations into work your team can follow. Create a task for a customer, assign it to a teammate, attach files and move it through your own task states until it is done.

The customer and the chat the task came from are always one click away.

  • Tasks from conversations

    Each task is linked to the customer and the conversation it came from.

  • Your own states

    Define the task states that fit your process, such as open, in progress and done.

  • Comments and reminders

    Discuss a task with your team and set reminders so no customer promise is forgotten.

Screens and features

Everything you work with once MonoChat Tasks is installed.

  • Create tasks for customers

    Give each task a title, a description and files, linked to the customer and the conversation.

  • Assign to your team

    Every task has an agent responsible for it.

  • Track with your own states

    Change a task’s state as work moves on.

  • Discuss with comments

    Talk about a task with your team inside MonoChat and see which comments are new.

  • Reminders

    Add a reminder with a date and a note, and see upcoming and overdue reminders in one place.

  • Customer Tasks button

    A button in the chat shows the current customer’s tasks and lets you add one.

See MonoChat Tasks

How to get started

From install to your first answered customer.

  1. Install the app

    Install MonoChat Tasks in your workspace.

  2. Review task states

    Check the task states under Settings and adjust them to your process.

  3. Create your first task

    Open a conversation, click Customer Tasks and create a task.

  4. Follow the work

    See your team’s tasks under Tasks and upcoming or overdue reminders under Reminders.

Step-by-step guide: every screen and setting of MonoChat Tasks

Install free

New to MonoChat? This creates your account and workspace and installs MonoChat Tasks for you. Already have an account? Sign in and the app page opens so you can install it.

FAQ

MonoChat Tasks: FAQ

Straight answers before you install.

Is a task linked to the conversation?

Yes. Each task is linked to the customer and the conversation it came from, so both are one click away.

Can I use my own task states?

Yes. Define the states that fit your process under Settings, for example open, in progress and done.

Can my team discuss a task?

Yes. Comments let your team talk about a task inside MonoChat, and new comments are marked.

How do reminders work?

Add a reminder with a date and a note to a task. The Reminders screen lists upcoming and overdue reminders.

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Install MonoChat Tasks in minutes

Install it free from this page. New to MonoChat? Your account and workspace are created for you.

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$150 to get started.

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