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