Guides
Track Tasks
Create, assign, and monitor tasks with list and calendar views.
Manage tasks and follow ups with assignment, priority levels, and calendar scheduling.
Creating a task
Tasks can be created from multiple places:
| Tasks page | Click "Create Task" from the list view, or click on a date in the calendar view |
| Item detail view | Create a task from the Tasks tab. It automatically links to that item |
| Contact detail view | Create a task from a contact. It automatically links to that contact |
When creating a task, configure:
| Title | What needs to be done |
| Description (optional) | Additional context about the task |
| Type | To do, call, email, meeting, follow up, etc. |
| Due date | When it is due |
| Due time | Time of day for the task |
| Priority | None, low, medium, high, or urgent |
| Assigned to | Who is responsible |
| Duration (optional) | Estimated time for the task in minutes |
| Reminder (optional) | Get reminded before the task is due |
| Notes (optional) | Additional notes or follow up details |
| Link to item (optional) | Connect to a pipeline item (automatically filled when created from an item) |
Viewing tasks
Switch between two views:
| List view | Sortable table with filters for status, priority, type, and search |
| Calendar view | See tasks on a day, week, or month calendar |
Completing a task
Click the "Complete" button on a task to mark it as done. Completed tasks can also be reopened.
Best practices
- Use high priority for time sensitive follow ups
- Link tasks to items to consolidate all related activity
- Set due dates so tasks show up on the calendar at the right time
Next steps
Tasks can trigger automations and be created by them. See Automations to set up rules like overdue-task reminders or follow-up tasks when a deal reaches a stage.