Managing Tasks

Tasks help your team stay organized and on top of follow-ups, deadlines, and action items.

Creating a Task

1. Navigate to Tasks in the sidebar.
2. Click New Task.
3. Fill in the details:
   • Title — What needs to be done.
   • Due Date — When it's due (optional).
   • Owner — Assign to a team member (optional).
   • Contact — Link to a contact (optional).
   • Deal — Link to a deal (optional).
   • Project — Link to a project (optional).
4. Click Save.

You can also create tasks directly from a contact, deal, or project detail page — the link to that entity is pre-filled.

Task Status

Tasks have three statuses:

• Open — The task hasn't been started.
• In Progress — Work is underway.
• Completed — The task is done.

Click the checkbox next to any task to quickly mark it as completed. You can also change status from the task detail view.

Linking Tasks

Tasks can be linked to other entities for context:

• Contact — e.g., "Follow up with Jane Smith about the proposal."
• Deal — e.g., "Send contract for the Acme deal."
• Project — Tasks within a project appear on the project detail page.

Linked tasks appear on the detail pages of the associated contact, deal, or project, so you always see relevant tasks in context.

Assigning Tasks

Assign a task to any member of your organization using the Owner field. Assigned tasks appear in that person's task list. Any team member can view and update tasks assigned to others.

Task List

The task list shows all tasks across your organization. You can:

• Filter by status (Open / In Progress / Completed).
• Filter by owner (assigned team member).
• Filter by linked contact, deal, or project.
• Sort by due date or creation date.
• See due dates, owners, and linked entities at a glance.

Inline Editing

Edit a task's title directly from the task list by clicking on it. Press Enter to save or Escape to cancel. Other fields can be edited inline on the task detail page.

Overdue Tasks

Tasks with a due date in the past that are not yet completed are shown with the due date highlighted in red as a visual indicator that they're overdue.

Deleting a Task

Open the task and click the delete option. Deleting a task also removes any notes attached to it. This action is permanent.