Help › Plugins
Task list
Turn call backs and urgent messages into tasks in the work tool your team already uses, ticked off when you mark them done.
Task list turns every call back asked for, and every urgent message, into a task in your own work tool, so nothing is forgotten. When you mark a call back done on the dashboard, the task is completed there too, where the tool allows it.
It works with Asana, Trello, monday.com, ClickUp, Jira, Linear, Teamwork, Notion and Todoist.
What each task says
- A call back: "Call back Ann Lee, +447700900123", with what they asked about and the reference.
- An urgent message: "Urgent: ..." with who it was and the start of what they said. Where the tool has priorities, it's set to high or top.
- A new enquiry (if you choose it): "New enquiry: ..." with what they wanted.
Tasks are due today in Asana, Trello, ClickUp and Todoist.
Make tasks for: Call backs and urgent messages (the default), or Call backs, urgent messages and new enquiries.
What you need
An API token from your tool, and the place tasks should go. The help under each field tells you where to find them:
| Tool | API token | Where tasks go |
|---|---|---|
| Asana | app.asana.com/0/my-apps, Create new token | The project's long number |
| Trello | Your Power-Up's Token page, plus a Trello API key from trello.com/power-ups/admin | The list ID (open a card, add .json to its address, copy idList) |
| monday.com | Your avatar, Developers, My access tokens | The board number in its address |
| ClickUp | Settings, Apps, API token (starts pk_) | The list ID (Copy link; the number at the end) |
| Jira | id.atlassian.com, Security, API tokens, plus your Jira site and Jira account email | The project key, like OPS |
| Linear | Settings, Security and access, Personal API keys | The team key, like ENG |
| Teamwork | Your avatar, Edit my details, API and mobile, plus your Teamwork site | The task list ID |
| Notion | notion.so/my-integrations, New integration, then share the database with it | The database ID in its address |
| Todoist | Settings, Integrations, Developer | Blank for the Inbox, or a project ID |
For Jira you can also change Jira issue type (the default is "Task").
Setting it up
- Switch the plugin on from the Plugins page (see Plugins overview).
- Choose Your task tool, then fill in API token and Where tasks go, plus the extra fields for Trello, Jira or Teamwork.
- Press Save and test. It connects and tells you the name of the project, board or list it found.
Ticking off
When you mark a call back done on the dashboard:
- Asana, Trello, ClickUp, Todoist, Teamwork, Linear and Jira: the task is completed. In Jira and Linear it moves to a Done status.
- monday.com: a note "Called back (marked done on the CallsCovered dashboard)" is added to the item. Its status isn't changed.
- Notion: nothing changes, because every database marks "done" its own way. Recent activity reminds you to tick it off.
Urgent-message and enquiry tasks aren't ticked off for you.
What it costs
Free. Your task tool may charge under its own plans.
Privacy
Each task holds the caller's name, number and what they asked about. It's sent straight to your task tool and stays there under that tool's own rules.
Limits
- Tasks are made as things happen. Call backs from before you switched the plugin on aren't added.
- If a task can't be made, the plugin shows Needs attention and says why in Recent activity. That task isn't retried.
Still stuck? Write to hello@callscovered.ai with your business name and what you were trying to do, and a person will reply.