Tasks

Overview

Tasks keep follow-ups tied to the right contact or company. Use them to track calls, emails, and action items with clear owners and due dates.

Create a task

1. Open the contact or company you’re working on.

2. Open the Tasks tab.

3. Click New Task.

4. Add a title that describes the action.

5. Set a due date or assignee if needed.

6. Save the task.

Edit a task

1. Open the Tasks tab.

2. Click the task you want to update.

3. Update the title, due date, or assignee.

4. Save your changes.

Complete a task

1. Open the Tasks tab.

2. Click the checkbox next to the task.

Delete a task

1. Open the task.

2. Click Delete task.

3. Confirm the deletion.

View tasks on a contact

• Open the Tasks tab to review open and completed tasks.

• Use the status filters to view pending or completed tasks.

• Use search to find specific tasks.

Tips

• Use clear, action-oriented titles like “Call about renewal.”

• Assign tasks immediately so nothing slips.

• Set realistic due dates to keep pipelines moving.

FAQs

Can I reassign a task? Yes. Edit the task and choose a new assignee.

What happens when I complete a task? Completed tasks stay visible in the contact timeline for reference.