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Tasks: Using Tasks to Organize your Day

Tasks help you stay on top of follow-ups, reminders, and time-sensitive actions across your contacts, opportunities, and partners.

Maureen Maher avatar
Written by Maureen Maher
Updated over 5 months ago

What Are Tasks?

Tasks are to-do items you can create and track in the CRM. You can assign them to yourself or another team member to ensure nothing falls through the cracks.

🔹 How to Create a Task

  1. Go to a contact, opportunity, or partner record

  2. If you are on the pipeline view, click the pencil action item

  3. If you are in a contact/opportunity/partner record, click the task icon on the right

  4. Click Add Task from the side bar task item
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  5. Enter:

    • Task name/title

    • Due date

    • Task Description
      Advance view includes Task Status

  6. Click Save

You’ll see the task added to the timeline on the side panel.

🔹 Completing a Task

When a task is finished:

  • Click the checkbox next to the task

  • It will be marked as completed and stay on the timeline for reference
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🔹 Where Tasks Appear

Tasks live in two places:

  • On the timeline of the record they’re tied to (Contact, Opportunity, or Partner) - on the sidebar icon panel

  • In your Tasks View — where you can see everything assigned to you
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🔹 Can I Edit or Delete a Task?

Yes:

  • Click the task to edit it

  • Use the trashcan to delete the task
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📌 Tips for Using Tasks

  • Use clear task names (e.g., “Call client about proposal” not just “Call”)

  • Set realistic due dates to stay on track

  • Check your Tasks View each morning to plan your day
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