Actions & Tasks
Comprehensive task management with AI-powered prioritization and smart suggestions.
Actions (tasks) are the core unit of work in Dial8. They support rich metadata, AI-powered prioritization, and multiple sources — from manual creation to AI extraction from meetings.
Creating Actions
Actions can come from multiple sources:
- Manual — Create directly from the dashboard
- Meeting extraction — AI automatically extracts action items from meeting recordings
- AI chat — Ask the AI to create tasks for you
- AI suggestions — Accept proactive suggestions from the insights system
- Voice — Dictate tasks using speech-to-text
Action Properties
| Property | Description |
|---|---|
| Title | What needs to be done |
| Description | Additional context |
| Status | Suggested, Confirmed, In Progress, Completed, Cancelled |
| Priority | None, Low, Medium, High |
| Due date | Date and optional time, with all-day support |
| List | Organize into named, color-coded action lists |
| Assignees | Multiple people with name, email, and contact link |
| Links | Attach URLs with optional names |
| Tags | Categorize with labels |
| Recurrence | Set up recurring tasks |
AI Features
Urgency/Importance Scoring
The AI scores each action for urgency and importance, helping you prioritize what matters most.
Smart Suggestions
AI-identified tasks appear with a "Suggested" status. Review them on the dashboard and confirm, dismiss, or modify as needed.
Agent Assignment
Assign an AI agent to any action to have it work on the task autonomously. The agent analyzes the task, plans an approach, and executes — with approval required for sensitive operations.
Snoozing
Defer an action to a future date without changing its status. A snoozed task disappears from your active view until the snooze date arrives.
Action Lists
Organize actions into named lists (like Kanban boards):
- Custom name, color, and icon per list
- Drag-and-drop reordering
- Filter the dashboard by list
Filtering & Sorting
- Filter by — Status, list, time range (today, tomorrow, this week, overdue, snoozed)
- Sort by — Due date, priority, created date, title, urgency score, updated date
- Ascending/descending toggle