Tasks & Email

Last updated on 2026-09-02

The tasks and email modules provide productivity tools for CRM users. All data is stored in Supabase and all mutations use Server Actions. Tasks cover to-dos, calendar scheduling, and activity logging. Email provides an integrated inbox, compose workflow, templates, and automated sequences.

Task List

Route: /tasks

A task management view with real CRUD operations against the tasks table.

Task items -- checkbox (calls updateTask Server Action to toggle status), title, priority flag (high = red, medium = amber, low = green), due date badge (color-coded), assignee avatar, and linked contact/deal names (from joined queries)
Filter tabs -- My Tasks (filtered by assignee_id = auth.uid()), All Tasks, and Completed (filtered by status = 'completed')
Search -- text input filtering tasks by title via Supabase .ilike()
Sort options -- sort by due date, priority, or creation date via .order()
Add task dialog -- modal form that calls createTask Server Action with title, description, priority, due date, assignee (from profiles), and optional contact/deal links
Inline edit -- click task title to edit inline; saves via updateTask Server Action
Bulk actions -- select multiple tasks to mark complete or delete via batch Server Actions

Priority Indicators

Priority	Color	Flag Icon
High	red (`text-red-500`)	`FlagTriangleRight` filled
Medium	amber (`text-amber-500`)	`FlagTriangleRight` filled
Low	green (`text-green-500`)	`FlagTriangleRight` outline

Due Date Badges

Status	Color	Condition
Overdue	red background	`due_date < today`
Due today	amber background	`due_date === today`
Due this week	blue background	`due_date` within 7 days
Upcoming	gray background	`due_date > 7 days`

Data Sources

Data	Source	Query
Tasks	`tasks` table	With assignee, contact, and deal joins
Team members	`profiles` table	For assignee select
Contacts	`contacts` table	For contact linking
Deals	`deals` table	For deal linking

Calendar

Route: /tasks/calendar

A monthly calendar grid displaying tasks and activities from Supabase.

Monthly grid -- calendar cells with event pills for each day, queried by date range from tasks and activities
Event pills -- color-coded by type: meeting = blue, call = green, task = orange, email = purple
Day click -- opens detail panel listing all events for that day with full details
Month navigation -- previous/next month buttons and "Today" button
Event creation -- double-click a day to open the add task dialog pre-filled with that date
Responsive -- on mobile, collapses to a list view grouped by day

Event Type Colors

Type	Pill Color	Icon
Meeting	blue (`bg-blue-100 text-blue-700`)	`Calendar`
Call	green (`bg-green-100 text-green-700`)	`Phone`
Task	orange (`bg-orange-100 text-orange-700`)	`CheckSquare`
Email	purple (`bg-purple-100 text-purple-700`)	`Mail`

Activity Log

Route: /tasks/activity

A comprehensive log of all CRM activities from the activities table.

Activity entries -- type icon, description, user avatar and name (joined from profiles), related entity links (contact, deal, company), and timestamp
Filters -- filter by user, activity type (multi-select), and date range; all filters translate to Supabase query parameters
Pagination -- server-side pagination via .range()
Export -- button to export the filtered activity log as CSV

Email Inbox

Route: /email

A Gmail-style email inbox with data from the emails table.

Folder tabs -- Inbox, Sent, and Drafts filtered by emails.folder column; unread count badges from count query with is_read = false
Email list -- sender avatar, name, subject (bold if unread), preview snippet, timestamp, and star toggle (calls updateEmail Server Action to toggle is_starred)
Reading pane -- side panel showing full email content with sender info and reply/forward buttons
Search -- text input filtering by sender, subject, or body via Supabase .or(ilike) query
CRM contact linking -- sender email is matched against contacts.email to link to contact detail
Bulk actions -- mark as read, star, or delete via batch Server Actions

Inbox Layout

+---------------+-------------------------------+
| [Inbox]       | From: John Smith              |
| [Sent]        | Subject: Re: Proposal Review  |
| [Drafts]      | Date: Sep 1, 2026 10:30 AM    |
|---------------+                               |
| * Email 1     | Hi Sarah,                     |
|   Email 2     |                               |
|   Email 3     | I've reviewed the proposal... |
| * Email 4     |                               |
|   Email 5     | [Reply] [Forward]             |
+---------------+-------------------------------+

Email Compose

Route: /email/compose

A composition screen that creates emails via the createEmail Server Action.

To field -- input with contact autocomplete querying contacts by name or email
CC/BCC -- expandable fields with the same autocomplete
Subject -- text input
Body -- textarea with basic formatting toolbar
Template insertion -- "Insert Template" button queries email_templates from Supabase; merge fields are populated from the linked contact/deal data
CRM linking -- dropdown to associate the email with a contact or deal; the contact_id and deal_id are stored on the email record
Send -- calls createEmail with folder = 'sent' and also creates an activity record

Email Templates

Route: /tasks/templates

A library of reusable email templates stored in the email_templates table.

Template list -- card grid showing template name, subject preview, category badge, usage count, and last modified date
Search -- text input filtering by name or subject
Category filter -- dropdown filter by template category
Create template -- modal form that calls createEmailTemplate Server Action
Merge fields -- {{firstName}}, {{companyName}}, {{dealName}}, {{dealValue}}, {{ownerName}}, {{meetingDate}}
Edit/duplicate/delete -- per-template actions via Server Actions
Preview -- modal rendering the template with sample merge field data

Available Merge Fields

Field	Token	Example Output
First Name	`{{firstName}}`	John
Last Name	`{{lastName}}`	Smith
Company Name	`{{companyName}}`	Acme Corp
Deal Name	`{{dealName}}`	Enterprise License
Deal Value	`{{dealValue}}`	$45,000
Owner Name	`{{ownerName}}`	Sarah Chen
Meeting Date	`{{meetingDate}}`	September 5, 2026

Email Sequences

Route: /email/sequences

Automated email sequence management stored in email_sequences and email_sequence_steps.

Sequence list -- data table showing name, status badge (Active = green, Paused = amber, Draft = gray), step count (from email_sequence_steps count), enrolled contacts, open rate, and reply rate
Sequence detail -- step builder with ordered steps from email_sequence_steps:
- Email steps -- linked to an email_template or custom content
- Wait steps -- configurable delay_days
- Condition steps -- branch on opened, clicked, or replied
- Add/reorder steps -- calls createSequenceStep and updateSequenceStep Server Actions
Create/edit sequence -- calls createEmailSequence or updateEmailSequence Server Actions

Sequence Step Types

Step Type	Icon	Description
Email	`Mail`	Send an email using a template or custom content
Wait	`Clock`	Pause the sequence for N days
Condition	`GitBranch`	Branch based on recipient behavior

Next Steps

Reports & Analytics -- sales dashboards and pipeline analytics
Deals & Pipeline -- Kanban pipeline board and deal management
Server Actions -- complete reference for all mutations

Contacts & Companies

Reports & Analytics