VoyjHelp Centre

Session Tasks

Updated 8 September 2026

Session Tasks tab on a session showing to-dos from the meeting.
Session Tasks tab on a session showing to-dos from the meeting.

What you see on this tab

A table of tasks attached to the session. Click a task to open it; click the empty circle to mark it complete.

Add a session task

  1. Click + Add task.
  2. Type the title. The description and due date are optional but useful.
  3. Pick the assignee: yourself, the contact, or leave unassigned.
  4. Pick a priority: Low, Medium or High.
  5. Save. The task appears in the table, on the case's Tasks tab, and (if assigned to the contact) on the contact's portal.

Mark complete

  1. Click the empty circle next to a task title. The task moves to Done and the assignee is notified.