# Tasks Tasks help your team track follow-up work related to contacts, deals, and other CRM activity. ## Accessing Tasks Navigate to **CRM > Tasks > My Day** to see your personal task queue for today. ## Creating a Task Tasks can be created from several places in the product: - **Contact detail page** — Add a follow-up task for a specific contact - **Deal detail page** — Create a task linked to a deal - **Tasks page** — Create a standalone task Wherever you create one, the same full task drawer opens, so no field is out of reach: - **Title** — what needs to happen - **Type** and **Priority** — high, medium, or low - **Start / Due / Reminder dates** — schedule the work and get nudged before it slips - **Estimate** — expected effort - **Notes** and **Tags** — context for whoever picks it up - **Recurrence** — repeat by frequency and interval, with an optional end date, for standing work like weekly check-ins - **Associated Contact/Deal** — the record this task belongs to, shown in the drawer header Tasks aren't only created by people: AI agents, automations, and orchestrations create them too, and those tasks carry a link back to the conversation or run that created them. ## My Day View The **My Day** view organizes work by urgency: - **Overdue** — Past due tasks requiring attention - **Today** — Tasks due today - **Upcoming** — Tasks due in the near future ## Completing Tasks Click the checkbox next to a task to mark it complete. Completed items move to the done section and are timestamped automatically.