Features
Tasks
Create, assign, and track tasks across your workflows.
Task management for to dos and follow ups with list and calendar views.
Creating tasks
Tasks can be created:
- From the Tasks page
- From an item detail view (linked to that item)
- From a contact detail view (linked to that contact)
Each task includes the following fields:
| Title | What needs to be done |
| Description (optional) | Detailed context about the task |
| Due date | When the task is due |
| Due time | Time of day for the task |
| Priority | None, low, medium, high, or urgent |
| Task type | To do, call, email, meeting, follow up |
| Assigned to | The team member responsible |
| Duration (optional) | Estimated time for the task in minutes |
| Reminder (optional) | Get reminded before the task is due |
| Item link (optional) | Connection to a pipeline item |
| Notes (optional) | Additional context or follow up details |
Views
List view
A sortable, filterable table of all tasks. Filter by:
- Completion status (all, active, completed)
- Priority (high, medium, low, none)
- Task type (to-do, call, email, meeting, follow up)
- Search
Calendar view
Tasks are displayed on a calendar with three view modes:
| Day view | Hour-by-hour breakdown of a single day |
| Week view | Seven day overview with time slots |
| Month view | Full month grid with task indicators |
Completing tasks
Click the "Complete" button on a task to mark it as done. Completed tasks can also be reopened.
Visibility
Tasks respect your company's access levels:
- Regular users see tasks assigned to them plus tasks they created
- Admins see all tasks across the company
- Tasks linked to items inherit the item's pipeline permissions. If a user cannot access the pipeline, they will not see tasks linked to its items.
You can also create tasks from a contact detail view, linking the task to that contact for consolidated tracking.