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Manage Tasks and Follow-Ups

Gia pulls action items from your calls and organizes them on a Kanban-style task board.

Client Management

How Tasks Get Created

Call Summary — Action Items
  1. After a call, go to the call summary and find the action items Gia extracted
  2. Add notes if needed (Gia pre-populates a description)
  3. Assign a due date and associate with a deal/account
  4. Click Submit — the task appears on your board

Using the Task Board

Task Board — Kanban View
ActionHow
Update statusDrag between columns or click to mark In Progress / Complete
Sort by due dateSpot overdue items still in "To Do"
Sort by accountSee all open tasks for a specific client
Tip

Use Gia Tasks for client-facing tasks and your personal tool (Notion, etc.) for internal tasks. Gia also pre-drafts follow-up emails after calls.