Where do I see and add tasks?#
On Tasks, with open and done work on separate tabs. The same tasks show on each contact's page, on the CRM dashboard and as Next task beside every conversation, so the next step is in front of you wherever you are working.
| Place | What you see | What you do |
|---|---|---|
| Tasks page | Open and Done tabs, soonest due first, overdue marked | Add, complete and delete tasks |
| Contact page | That contact's tasks in the right panel | Add the next step while you read the history |
| CRM dashboard | Tasks due across the account | Add a task or jump to All tasks |
| Conversations | Next task in the contact pane | Know the plan before you reply |
How do I add a task?#
Your first follow-up
Step 2: Write the action
Name it as a verb the next person can act on: "Call Dana about the roof quote" beats "Dana".Step 3: Set the due date and contact
Pick a Due date and time and link the contact so the task shows on their record.Step 4: Work the list
Tick tasks done as you go. They move to the Done tab, and a deleted task comes back with Undo.Open Tasks
Can workflows create and chase tasks for me?#
Yes. The Create Task workflow step adds a task with a title, notes, due date and an assignee whenever its trigger fires. Three task events are CRM Trigger options too: Task added, Task completed and Task due.
| When | Then |
|---|---|
| A form is submitted | Create Task: call the lead within the hour |
| A deal is marked stale | Create Task for the owner plus a check-in text to the customer |
| A task falls due | Text the assignee a reminder with the contact's details |
| A task is completed | Move the deal to the next stage with the Opportunity step |
When should I use a task instead of a note?#
Use a task when something must happen by a date; use a note to record what already happened. Notes sit on the contact's timeline and can be pinned to the top. Tasks carry a due date, show as overdue when late and fire Task due for your workflows.
Tie tasks to the deals in your pipelines and let CRM automations create them for you.