Overview
The Task Widget lives on your Spear Home page, below the AI chat. It helps you stay on top of the most important actions you need to take across your campaigns and prospects — all in one place.
How It Works
Tasks are created automatically by the system based on key prospect activity or campaign status. Once a new task is available, you'll receive a Slack notification in your integrated channel so you never miss an important action.
Task Actions
Each task on the widget shows two actions:
A contextual link on the right (e.g. "View conversation", "Upload prospect list", "Activate now") — takes you straight to the relevant page to handle the task directly.
The sparkle icon next to it — lets you handle it with the help of the AI chat, which opens with the task already loaded so you can complete it by chatting instead.
Automatic Task Types
The system creates the following tasks automatically:
Contact information was shared — A prospect shared their contact details in a conversation.
The prospect is interested — A prospect has shown interest and requires follow-up.
The conversation is marked as follow-up — A conversation has been flagged for follow-up action.
No active campaigns — Your account has no active campaigns running.
How Tasks Are Completed
Tasks are completed automatically — you don't need to close them manually. Here's how each type gets resolved:
Prospect-related tasks (contact shared, interested, follow-up): The task is marked as complete once you send a message to the prospect, resume a sequence, or schedule a message.
No active campaigns: The task is completed once you activate a campaign.
Slack Notifications
Once a new task appears in your dashboard, you'll automatically receive a Slack message in your integrated channel. Make sure your Slack integration is active to receive these notifications.
Note: Need help setting up your Slack integration? Check out our Integrations guide.