Tasks
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.
Tasks in automations
Tasks integrate with automations on both sides:
- Triggers: Task created, Task updated, Task completed, and Task overdue. Task overdue fires once each time the due date passes while the task is still open, including again after the due date is extended and lapses anew.
- Actions: Create task and Update task. Create task supports variable interpolation in the title and description. Update task targets the triggering task or the most recent task created earlier in the same automation.
Task triggers can run on a specific pipeline or across the entire company. When the task is linked to an item, pipeline-scoped automations match alongside any that apply to the entire company; standalone tasks only match automations set to the entire company.