Tasks

Open Tasks in the sidebar for follow-ups and approvals. Follow-ups holds your tasks; Approvals holds prepared decisions that need your review before they run.

Status Tabs

Open — follow-ups that still need work, including snoozed tasks when they become due.

Snoozed — tasks put aside until later.

Done — completed tasks retained for reference.

Cancelled — tasks no longer needed, with their history preserved.

Priority

Each task has a priority level: High, Medium, or Low. High-priority tasks appear at the top of their status tab and are highlighted in the task list. Priority can be set on creation or updated at any time.

Due Dates

Due dates are optional. Set a date and time when a follow-up needs a deadline; overdue tasks are flagged in the list.

Snooze

Snooze a task to put it aside without marking it complete. Choose a suggested interval or a custom future date. It returns to Open when its snooze time arrives.

Linked to Contacts and Companies

Tasks can link to a contact, a company or both. Open the linked record from the task when you need its context.

Callbacks and placement follow-ups

A scheduled callback is the same task shown in Tasks, Today and Calendar. Rescheduling, snoozing, completing or cancelling it updates those views; it sends no calendar invitation. Placement work can also create guarantee and candidate/client follow-ups. Review those against the correct placement, especially after date corrections.

Auto-Created Tasks

No-show follow-ups — when a meeting is logged as a no-show, Kolvera automatically creates a High-priority follow-up task due 24 hours later, linked to the contact.

Campaign replies — when a campaign sequence is paused by a reply, a follow-up task is created to prompt manual action.

Pipeline advances — certain stage transitions (configurable in Settings) trigger auto-tasks for next steps.