Upcoming is a paid feature and unavailable on our free plan.
Tasks can live in many different boxes. As a solution for keeping track of them, Upcoming is a sidebar that unifies tasks across all boxes into a single view, sorted by due date. You can access Upcoming from the Gmail sidebar while viewing an email, box, or pipeline.
Tasks can be filtered based on both their pipeline and their assignee (yourself and others included). Based on keywords and context, each task will also give you the option to:
- Mark them complete
- Act on them
- Change their due date
Actions and keywords
We suggest appropriate actions based on keywords in the text of the task. The actions are enriched with data from contacts also in the box.
The keywords that Upcoming will look at are:
- Call – including "call" in a task will create a prompt to dial the number
- Email – including "email" will create a prompt that opens a new compose window (auto-filling both box and contact for that email)
- Schedule – including "schedule" creates a prompt for Event that, when opened, will create a new Google Calendar event with the contact automatically added as a guest.
Using a keyword like Reach out or Follow up will create prompts for all options available: call, email, and schedule (based on what contact information is available in Streak).