Tasks & email
Tasks and emails: send follow ups
Task cards are the heart of Inbeo. Each card is one promise from the call.
Three card types
Send logo options
Client email · Thursday 5:00 PM
Hi Sarah, attaching three logo directions as discussed…
Prepare proposal
Reminder to you · Tomorrow 9:00 AM
Review brand guidelines
Simple to-do
Client email: send or schedule a message to someone else. Edit subject and body on the card.
Reminder to you: Inbeo emails you at a chosen time with a link back to the call.
Simple to do: no email. Mark complete when finished.
Approve all (one tap)
3 tasks ready
Times and emails filled from the call
Schedules every ready reminder and client email in one tap
When several tasks are ready (time filled in, client email present), you will see Approve all at the top.
One tap schedules every ready reminder and client email. Times are pre filled from what was said on the call (e.g. by Friday).
Send now vs Schedule
Send email now: goes out immediately from Inbeo. Replies go to your inbox.
Schedule: pick a future time. Cancel schedule anytime if plans change.
- Tip: Suggested time appears under each card when Inbeo inferred a deadline from the call.
Mark complete / Skip
Mark complete when you handled the task outside Inbeo or it no longer applies.
This closes the loop on that call and updates Today and History status.