Tasks
Checklists and follow-up tasks in FamilyOFX.
Tasks
Tasks (/tasks) is the office checklist — follow-ups after meetings, valuation reminders, and deal next steps.
Task statuses
| Status | Meaning |
|---|---|
| To do | Not started |
| In progress | Active |
| Waiting | Blocked on someone else |
| Done | Completed |
Creating tasks
- Tasks → New in the app
- Ask chat to create_task with title, optional due date, and links to a position or deal
- Proactive agents may suggest tasks from outdated valuations — accept suggestions in chat
List and complete tasks via chat with list_tasks and complete_task.