Overview
The Tasks tab is your action item hub—a central place to manage all follow-ups, to-dos, and scheduled actions related to your CRM records. Never miss a follow-up by tracking tasks with due dates, owners, and links to accounts, contacts, and deals.Tasks integrate with the rest of the CRM. Creating a task from an account or contact automatically links it. Completing tasks can trigger workflow updates.
Task Properties
Each task includes:Brief description of what needs to be doneExamples:
- “Follow up on proposal”
- “Schedule consultation call”
- “Send contract for signature”
Detailed instructions or context for the task
When the task should be completed
Current task state:
- Todo: Not started
- In Progress: Currently working on
- Completed: Finished
- Canceled: No longer needed
Task importance level (Low, Medium, High, Urgent)
Team member responsible for completing the task
Organization this task relates to
Person this task relates to
Opportunity this task relates to
Creating Tasks
From the Tasks Tab
1
Click Add Task
Opens the new task dialog
2
Enter Subject
Write a clear, action-oriented subjectGood: “Call John to discuss proposal questions”
Bad: “John” or “Proposal”
3
Set Due Date
When should this be completed?
Tasks without due dates are valid but won’t appear in overdue filters.
4
Link to Records
Optionally connect to:
- Account (organization)
- Contact (person)
- Deal (opportunity)
5
Assign Owner
Who is responsible? Default is yourself.
6
Save
Task appears in your task list
From Other CRM Views
Tasks can be created contextually:- From Account
- From Contact
- From Deal
In the Account drawer, click Add Task:
- Account is pre-linked
- Creates task in context of that organization
- Appears in account’s Tasks section
Task Status Workflow
Tasks move through these statuses:Status Descriptions
| Status | When to Use |
|---|---|
| Todo | Task created but not started. Default for new tasks. |
| In Progress | Actively working on this task |
| Completed | Task finished successfully |
| Canceled | Task no longer needed (scope change, duplicate, etc.) |
Quick Status Updates
- Mark Done: One-click to toggle between Todo and Completed
- Edit: Open task to change to any status
- Bulk Update: Select multiple tasks and change status at once
Filtering & Searching
Filter Options
Status Filter
Show tasks by status:
- All Statuses
- Todo
- In Progress
- Completed
- Canceled
Account Filter
Show tasks for specific account:
- All Accounts
- Select specific organization
Owner Filter
Show tasks by assignee:
- All Owners
- Specific team member
- My Tasks (your assignments)
Search
Text search across:
- Subject
- Description
- Account name
- Contact name
Common Filter Combinations
- My Todo List
- Overdue Tasks
- Account Follow-ups
- Status: Todo
- Owner: (Your name)
Task Table
The task table shows:| Column | Description |
|---|---|
| Checkbox | Select for bulk actions |
| Subject | Task title and description |
| Account | Linked organization |
| Contact | Linked person |
| Due Date | When task is due |
| Status | Current task state |
| Owner | Assigned team member |
| Actions | Edit, Complete, Delete buttons |
Sorting
Click column headers to sort by:- Subject (alphabetical)
- Due Date (chronological)
- Status
- Account
- Contact
Bulk Operations
Select multiple tasks using checkboxes to:Bulk Update Status
Change status for all selected tasks:
- Mark all as Completed
- Mark all as In Progress
- Cancel all selected
Bulk Delete
Delete all selected tasks (with confirmation)
How to Bulk Update
1
Select Tasks
Check the checkbox for each task you want to update.Use the header checkbox to select all visible tasks.
2
Choose Action
Once tasks are selected, bulk action buttons appear:
- Update Status: Dropdown with status options
- Delete: Remove selected tasks
3
Confirm
Status changes apply immediately.
Delete requires confirmation.
Export
Click Export CSV to download task data:| Column | Description |
|---|---|
| Subject | Task title |
| Description | Task details |
| Status | Current status |
| Priority | Priority level |
| Account | Linked organization name |
| Contact | Linked person name |
| Owner | Assigned team member |
| Due Date | Due date |
| Created At | When task was created |
Best Practices
Write Action-Oriented Subjects
Write Action-Oriented Subjects
Start with a verb for clarity:Good:
- “Call Sarah about project timeline”
- “Send updated proposal to Acme Corp”
- “Schedule follow-up meeting”
- “Sarah”
- “Proposal”
- “Meeting?”
Set Realistic Due Dates
Set Realistic Due Dates
- Don’t leave due dates blank if timing matters
- Add buffer for dependencies
- Review and adjust if priorities change
- Don’t set everything for “today”
Link Tasks to Records
Link Tasks to Records
Always link tasks to relevant:
- Account: For organization-level tasks
- Contact: For person-specific tasks
- Deal: For sales opportunity tasks
- Context when viewing the task
- Task history on records
- Better reporting
Review Tasks Daily
Review Tasks Daily
Start each day by:
- Filtering to your Todo tasks
- Sorting by Due Date
- Completing or rescheduling overdue items
- Planning what to tackle today
Use Tasks for Commitments
Use Tasks for Commitments
Create a task whenever you commit to something:
- “I’ll call you tomorrow” → Task
- “Let me send that document” → Task
- “We’ll follow up next week” → Task
Complete or Cancel Promptly
Complete or Cancel Promptly
Don’t let tasks linger:
- Done? Mark as Completed
- No longer needed? Mark as Canceled
- Not possible? Cancel with note in description
Task Views in Other CRM Sections
Tasks appear in multiple places:Account Drawer
The Tasks tab in an account drawer shows:- All tasks linked to that account
- Ability to add tasks directly
- Quick status updates
Contact Detail
The contact profile includes:- Tasks linked to this contact
- Task creation pre-linked to contact
- Activity timeline shows task completions
Deal Context
Tasks related to deals help track:- Sales follow-ups
- Proposal actions
- Contract next steps