---
title: Task generation settings | Lightfield
description: Choose whether Lightfield suggests, creates or updates tasks, and who sees its suggestions.
---

Lightfield listens for commitments in your recorded meetings and customer emails, such as “I’ll send the order form by Friday”, and turns them into tasks. Settings → Tasks decides how much it does on its own, for the whole workspace. For working with tasks day to day, see [Tasks](/help/tasks/index.md).

## Who can use it

Tasks settings are on every plan. Only owners and admins see the **Tasks** tab.

## Choose how tasks are created

**Task creation**, under **Automation**, controls how tasks are created from your conversations:

| Task creation           | What happens                                                                                                                            |
| ----------------------- | --------------------------------------------------------------------------------------------------------------------------------------- |
| **Off**                 | Lightfield doesn’t create tasks from your conversations.                                                                                |
| **Suggested** (default) | Lightfield suggests tasks for you to accept or dismiss, on the related account or opportunity and on [Up next](/help/up-next/index.md). |
| **Auto**                | Lightfield creates tasks without review.                                                                                                |

Start on **Suggested**. You see what Lightfield picks up before it lands on anyone’s task list, and you can move to **Auto** once the suggestions look right.

1. Open [Settings → Tasks](https://crm.lightfield.app/crm/settings/tasks/).
2. Under **Automation**, choose **Off**, **Suggested** or **Auto** next to **Task creation**.

The change saves straight away.

To change what Lightfield treats as a task, click **Edit prompt** next to **Task creation** and adjust the instructions it follows. For example, add “Don’t create tasks for scheduling follow-up meetings” if your calendar already covers those.

## Let Lightfield update tasks

**Automatically update tasks** (off by default) lets Lightfield mark tasks complete or update their details based on new activity in your emails and meetings.

1. Under **Automation**, turn on **Automatically update tasks**.
2. Lightfield asks **Accept existing suggestions?** Choose **Accept all** to accept the suggested tasks already waiting for review, or **Skip** to leave them for people to review.

Closing the dialog without choosing leaves the setting off. Turning it off again saves straight away.

## Show suggestions only to record owners

**Only show suggestions to record owners**, under **Suggestion access** (off by default), shows suggested tasks and record updates in Up next and on record pages only to the owner of the account or opportunity. Turn it on when each rep works their own book, so teammates’ suggestions don’t crowd their Up next. It applies to suggested record updates as well as tasks.

## Troubleshooting

### Lightfield isn’t creating tasks from my meetings

Check **Task creation**. With **Suggested**, the default, any tasks Lightfield finds wait as suggestions on the related account or opportunity until someone accepts them. If **Only show suggestions to record owners** is on, only the record’s owner sees them.

If nobody sees suggestions either, check that **Task creation** isn’t **Off**, and that the meeting was recorded or has a transcript; see [Meetings](/help/meetings/index.md).

### Lightfield suggests too many tasks

Keep **Task creation** on **Suggested** while you refine the instructions with **Edit prompt**. Add a specific exclusion, such as “Don’t create tasks for scheduling follow-up meetings.” Choose **Off** if you don’t want future tasks created from conversations. Review existing tasks and suggestions separately.

### ”Failed to update task settings. Please try again.”

The change didn’t save. Refresh the page, check the setting, and change it again.

## Common questions

**How do I stop Lightfield from creating tasks automatically?** Set **Task creation** to **Off**. Choose **Suggested** instead if you still want Lightfield to propose tasks for people to accept.

**Can I change what Lightfield treats as a task?** Yes. Click **Edit prompt** next to **Task creation** and change the instructions Lightfield follows.

**Can members change these settings?** No. Only owners and admins see Settings → Tasks. Members accept or dismiss the suggestions they see.