Create a Next Steps section to run a mutual action plan inside the Room. Add tasks, set Due date, and assign an owner so both seller and buyer teams track timelines in one place. Attach files and links directly to a task when you want each step to carry its own context. Use Task manager to view tasks across Rooms and separate Internal tasks from buyer-visible tasks.
Prerequisites & Requirements
Plan: availability depends on your plan — see the Aligned pricing page
Permissions: User with edit access to the Room
Technical Specs:
Use desktop to access Task manager. Aligned doesn’t show this tab on mobile.
How to add the Next Steps section to a Room
Open the Room.
Click Add section.
Select Next Steps.
How to add a task with an owner and due date
In Next Steps, create a new task (enter the task name).
Set Due date (optional).
Assign an owner (optional): Tag a colleague, prospect, or customer.
How to add task details (attachments, description, subtasks, comments)
Click the task row to open the task drawer.
Click the +Add Files & Links to add files/links.
Click the Description area and add context.
Add Subtasks (optional) and set a Due date / owner for each.
Add Comments under the task when you want a decision trail.
How to mark a task/subtask as complete
In Next Steps, click the circle to the left of the task/subtask name.
What the Buyer sees
Buyers can add their own files and content in Next Steps.
In a CRM-connected Room, a buyer adding or completing a task is logged as activity in your CRM. In Salesforce it appears as a completed Task record on the linked Lead, Opportunity, or Account; in HubSpot it appears on the linked record. This requires room analytics syncing to be enabled in your CRM integration settings — in Salesforce the setting is Sync room analytics with completed tasks.
How to track tasks across Rooms in Task manager
Open Task manager.
Filter by Room.
Choose My tasks or All Users tasks (based on your role permissions).
Filter by Internal or External tasks.
Filter by task status (or search by task name): Open, Overdue, Completed, All.
Important: Hide internal work from buyers. Mark internal tasks as Internal so clients don’t see them.
Troubleshooting & Error States
My customer can’t see a task.
My customer can’t see a task.
Check if the task is defined as Internal, if so, mark the task as External. Internal tasks don’t show to clients.
The assignee didn’t get an email about the task.
The assignee didn’t get an email about the task.
Click Notify assignee. Aligned sends the email only when you press Notify assignee (not on every assignment).
I have limited access to the Task manager.
I have limited access to the Task manager.
Sign in with your work email address. Accounts registered with a personal email address cannot use Task manager.
I can’t find Task manager on mobile.
I can’t find Task manager on mobile.
Open Aligned on desktop. Aligned doesn’t show Task manager on mobile.
Security & Operations
Aligned doesn't mirror the Next Steps task list into your CRM. What syncs is the buyer's action: in a CRM-connected Room, a buyer adding or completing a task is logged as activity on the linked CRM record.
Only buyer task actions are logged. Your CRM can show buyer actions like Added a Task and Completed a Task, but it won’t show seller task edits or completions.
Keep internal work internal. Internal tasks don’t show to clients and don’t appear as buyer actions in your CRM.
Pro-Tips
Use Task manager to run weekly follow-ups: filter by External tasks and status to spot what blocks the buyer.
Connect Google Calendar, Email & Contacts so you can assign and mention people without copying emails manually.