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.