You are managing multiple WhatsApp conversations. Important messages come in every day, but they often get buried in chats. You either try to remember them, scroll back later, or manually copy them into another tool. This process is time-consuming and easy to miss, leading to forgotten tasks and missed follow-ups. Create tasks directly from WhatsApp messages with a single click with the help of Periskope. No switching tools. No manual copying. All message context is automatically included, tasks are assigned instantly, and your team stays aligned on what needs to be done.
Open the WhatsApp conversation and locate the message you want to convert into a task. This could be a request, reminder, or any action item that needs tracking.
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Step 2: Right-Click to Create Task
Right-click (or long-press on mobile) on the message. A menu will appear. Select Create Task from the available options.
Create Task
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Step 3: Add Task Name
Enter a clear and descriptive name for your task. This helps everyone understand what needs to be done at a glance.
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Step 4: Set Due Date and Time
Choose a due date and estimate how much time is required to complete the task. This helps in planning and prioritization. You can set predetermined time/date or add your own custom dates.
Set Due Date
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Step 5: Assign the Task
Select the person responsible for completing the task. Assigning ownership ensures accountability and faster execution.
Choose an Assignee
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Step 6: Set Priority
Choose between Low, Medium, or High priority depending on urgency. This helps your team focus on what matters most.
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Step 7: Add Reminder
Set reminders so the assignee gets notified at the right time. This ensures tasks are not forgotten. You can set predetermined time/date or add your own custom dates.
Set Reminder
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Step 8: Add Notes
Include any additional context or instructions that may help complete the task more effectively.
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Step 9: Save the Task
Review all details and click Save. The task is created and linked to the original message. Notifications are sent automatically.
You can also create tasks from scratch using the Create Task button. Head to the top right of your Periskope dashboard, where you can find the tasks button. These tasks don’t need to be linked to a WhatsApp message. Use this for internal work, follow-ups, or starting new conversations.
View All Tasks: Go to the Tasks tab at the top right to see all your tasks. You can view your open tasks, all active tasks, tasks assigned to you, high priority tasks, and all tasks.
View All Tasks
Track Progress: Monitor active tasks and update them as work progresses.
Close Tasks: Mark tasks as completed once they are done to keep your workspace clean and organized.
Filter tasks: Filter out the tasks that aren’t needed and only view those that are important. You can filter by due date, priority, assignee, or status to quickly find what you need.
