Tasks

Tasks help you stay on top of follow-ups, action items, and internal to-dos.

Creating a task

1. Go to Tasks in the sidebar
2. Click New Task
3. Fill in:
   • Title (required)
   • Description — what needs to be done
   • Due date — when it’s due
   • Priority — low, medium, high, or urgent
   • Status — to do, in progress, or done
   • Contact — optionally link to a contact
   • Deal — optionally link to a deal
   • Assigned to — who should do it
4. Click Save

Task statuses

Status	Meaning
To Do	Not started
In Progress	Being worked on
Done	Completed

Task priorities

Priority	When to use
Low	Nice-to-have, no deadline pressure
Medium	Should be done, but not urgent
High	Important, needs attention soon
Urgent	Do it now

Filtering tasks

Use the filters at the top of the Tasks page to narrow down by:

• Status
• Priority
• Contact
• Deal
• Assigned user

Linking tasks

Tasks become more powerful when linked to contacts and deals. This lets you:

• See all tasks for a specific client on their contact page
• Track action items related to a specific deal
• Assign work to team members with clear context

Tips

• Create a task after every client meeting for follow-up actions
• Use “Assigned to” when working in a team so everyone knows their responsibilities
• Review open tasks daily — the Dashboard shows your upcoming tasks