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Retail & e-commerce

Answer product questions, capture purchase intent and follow up on the channels your shoppers use.

Product guidance from maintained knowledge

Purchase requests and follow-up in one thread

Consent-based offers to eligible segments

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From the blog WhatsApp Business for Companies: Complete Guide Read the article

Tasks & calendar

Put follow-up work on a shared calendar

Create dated calls, follow-ups, meetings, reminders or custom tasks; assign an owner, optionally link a contact or deal, and track open, done and cancelled work.

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Create work beside its context

Add a contact-linked task from the inbox contact card, a deal-linked task from the pipeline, or an optionally linked task from the calendar. Titles, types, due dates and assignees remain editable under role permissions.

Month grid and filterable list

Use the shared month calendar or switch to the list view, then filter by owner, date range, kind and status. Each teammate also sees their due and overdue work on the dashboard.

Deal follow-up synchronization

A deal's next-follow-up field mirrors its earliest open follow-up task. Updating the date or assignee changes that linked task; completing or cancelling it clears or recalculates the mirror.

How it works

1
Create a task from the inbox contact card, pipeline deal or calendar, and add the title, type and optional description.
2
Set the due date and optional owner; authorised teammates can filter or reschedule it from the calendar.
3
Keep the scheduler running so an assigned open task receives one database reminder when it is within 30 minutes of due or already overdue.
4
Mark it done, cancel it or reopen it, and review open or overdue work from the calendar list and dashboard.

Best fit

Teams that need lightweight shared follow-up tracking beside contacts and deals rather than a full project-management system.

Set up deliberately

Define who may view and manage tasks, and decide whether every task needs an assignee.
Use consistent task types and titles, then test contact and deal links from each creation surface.
Verify the application scheduler and database notifications, plus the live notification connection if immediate panel updates matter.

Confirm before launch

The calendar provides a month grid and a filterable list, not separate day and week calendar layouts.
Reminders are sent once to assigned open tasks by the scheduled command; unassigned tasks are not notified and delivery depends on scheduler and notification configuration.
Tasks are one-off records with open, done or cancelled status; recurring task schedules and a dedicated task-performance report are not currently presented here.

Tasks & calendar

Common questions

Where do my tasks show up?

The workspace calendar has a month grid and a list view with owner, date, kind and status filters. Assigned work due today or overdue also appears in the signed-in teammate's dashboard widget.

Do I get reminded?

An assigned open task receives one database notification when the scheduled reminder command finds it due within 30 minutes or overdue. The command runs every 15 minutes when the application scheduler is configured.

Are tasks connected to deals?

Follow-up tasks can link to a deal. Its next-follow-up field mirrors the earliest open linked follow-up task, so rescheduling, completing or cancelling the task updates the deal date. Other task types do not drive that field.