Overview
Tasking is myne’s internal workflow feature for turning customer or business context into accountable next steps. Tasks sit against the relevant record, helping teams avoid disconnected notes and keep customer follow-up visible.
What you can do
Create follow-up tasks linked to customers or businesses
Assign work to the right teammate
Track completion next to the profile timeline
Hand off operational work to monday.com when needed
How it works
Create a task manually or from a relevant customer or business workflow.
Add an owner, due date, priority and supporting context.
Team members update the task while the activity remains linked to the underlying record.
Requirements
Active myne account with Tasking enabled
Team members and permissions configured
Customer, contact or business records available
Agreed task ownership process
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