If you’re here, you probably want your team to actually do the things you talk about in meetings—not just nod along and forget. This guide is for managers, team leads, or anyone who needs to keep a group on track in Clari Co-Pilot. If you’re hoping for magic, sorry: there’s no silver bullet. But if you want a no-nonsense workflow for creating and assigning tasks that actually get done, you’re in the right place.
Why Use Clari Co-Pilot for Task Management?
First off, Clari Co-Pilot isn’t a full-blown project management tool like Asana or Jira. But if your team is already in it for sales or revenue operations, using its task features can save time and reduce app-jumping. Tasks in Co-Pilot are best for lightweight action items tied to calls, deals, or follow-ups—think “Send contract to Acme,” not “Redesign the website.”
What works:
- Quick follow-ups from meetings or calls
- Assigning simple, trackable action items
- Keeping sales/account teams moving between conversations
What doesn’t:
- Complex, multi-stage projects
- Anything that needs Gantt charts or dependencies
- Deep customization (you won’t find fancy automation here)
If that’s all you need, keep reading.
Step 1: Setting Up Your Team for Success
Before you start creating tasks, get your house in order. Nothing kills momentum faster than unclear ownership or people not knowing what to do.
Check the basics: - Make sure everyone you want to assign tasks to has a Clari Co-Pilot account and the right permissions. - Agree as a team how you’ll use tasks: For meetings? Call follow-ups? Both? - Decide who owns follow-up (is it always the call organizer, or whoever gets tagged?).
Pro tip:
If you’re rolling this out for the first time, keep it simple. One type of task, clear owners, and a shared understanding beats a long list of features nobody remembers.
Step 2: Creating a Task in Clari Co-Pilot
Tasks in Co-Pilot can usually be created from:
- Within a recorded call or meeting
- Directly in a deal, account, or opportunity view
- The general Tasks or To-Dos section (if available)
Let’s walk through the most common: creating a task after a meeting.
How to create a task from a call:
1. Open the recorded call or meeting.
After the meeting wraps and the recording is processed, find it in Co-Pilot’s dashboard.
2. Review the transcript or highlights.
Spot the action items—Co-Pilot sometimes flags these, but don’t trust it blindly. AI’s great, but it misses context.
3. Click ‘Add Task’ or ‘Create Task’.
Usually, there’s a button or icon near the action section. Don’t overthink this—if you can’t find it, use Co-Pilot’s help or search.
4. Fill in the details:
- Title: Be direct. “Send revised proposal” is better than “Follow up.”
- Description (optional): Add context if it’s not obvious.
- Due date: Only set one if it matters—no need to clutter the calendar with fake urgency.
- Assignee: Pick a real person, not “Team” or “TBD.” Vague tasks die fast.
What to ignore:
Skip the temptation to log every little thing as a task. If it’s a reminder for yourself or a quick FYI, use notes or comments. Tasks should be for things someone actually needs to do.
Step 3: Assigning Tasks to Team Members
Assigning is where things usually fall apart. The goal: one owner per task, clear accountability.
Best practices: - Assign each task to one person. Shared tasks = nobody’s tasks. - If you need input from others, mention them in the description, but only one person owns delivery. - Use real names/emails, not roles (e.g., “John Smith” not “Sales Rep”).
How to assign: 1. When creating (or editing) the task, look for the ‘Assignee’ field. 2. Start typing their name or email—Co-Pilot should suggest matches. 3. Select and save. That’s it.
Pro tip:
If someone’s not showing up in the assignee list, double-check their account status or permissions. This trips up new teams all the time.
Step 4: Tracking and Managing Tasks
Once tasks are out in the wild, they need to be tracked—or they’ll just gather dust.
How to track tasks in Co-Pilot: - Tasks dashboard: Most teams have a central view to see open, completed, and overdue tasks. Bookmark this. - Filters: Use filters to see tasks by owner, date, or related deal. - Notifications: Co-Pilot can email or ping you about upcoming or overdue tasks, but don’t rely on this alone. People tune out notifications fast.
What works:
- Regular review: Set a five-minute slot in your weekly team meeting to check open tasks. Don’t let things fester.
- Mark tasks done in Co-Pilot—not just in Slack or email. Why? So everyone sees the real status.
What doesn’t:
- Expecting people to check the dashboard on their own. Most won’t unless you build it into your process.
- Relying on “soft” deadlines. Be clear about what’s due and when.
Step 5: Following Up and Closing the Loop
A task is only useful if it actually gets done—and if the rest of the team knows it.
Closing tasks: - When a task is done, mark it complete in Co-Pilot. - If something’s blocked or irrelevant, update the description and reassign or close it. Don’t let zombie tasks pile up.
Pro tip:
If you’re the manager, model the behavior. Close your own tasks promptly and give a quick “all set” note when you do.
Handling overdue tasks: - Ask the assignee directly—don’t just ping or nudge in the app. - If something’s always late, revisit if it should be a task at all.
Common Pitfalls (And How to Dodge Them)
Let’s be honest: most task systems fail because they get too complicated, too fast. Here’s what to watch for:
- Overloading with tasks: If everything’s a “task,” nothing is. Be ruthless—only create tasks for real work.
- No clear owner: Shared or unassigned tasks are a graveyard. One person, one task.
- Ignoring the system: If your team’s still tracking work in email or spreadsheets, Co-Pilot won’t help. Pick one system and stick to it.
- Too many notifications: Turn off what you don’t need. Notification fatigue is real.
Pro Tips to Keep Things Simple
- Batch your task creation: After every call or meeting, spend five minutes logging real action items. Don’t wait until the end of the week.
- Keep descriptions short: People don’t read essays. If it needs a novel, it’s a project, not a task.
- Review, don’t micromanage: Use tasks as a checkpoint, not a surveillance tool.
- Integrate with your workflow: If your team lives in Slack or email, set up notifications or reminders there—just don’t overdo it.
Wrapping Up: Start Simple, Then Improve
The best workflow is the one your team actually uses. Don’t get stuck in setup mode or try to make Clari Co-Pilot do things it’s not built for. Start with basic, clear tasks, assigned to real people, and review them regularly. If something’s not working, tweak it. It’s more about habits than tools—keep it simple, stay human, and don’t let the tech get in the way of real work.