Tasks

Tasks are a focused view of task-type Activities. This module provides a streamlined interface for managing your to-do list.

Overview

Tasks help you track action items, follow-ups, and work that needs to be done. They are part of the unified Activities system but displayed in a dedicated view for better task management.

Related Modules:

• Activities - Full activity system
• Calendar - Meeting schedule
• Deals - Deal-related tasks
• Contacts - Contact follow-up tasks

Task Fields

Field	Description	Required
Task Name	What needs to be done	Yes
Description	Additional details	No
Due Date	When it’s due	No
Priority	Low/Medium/High	No
Status	Pending/Completed/Cancelled	Yes

Views

List View

Paginated data table with all task activities. Supports sorting, filtering, and server-side pagination.

Kanban View

Cards grouped by status (Pending, Completed, Cancelled) with drag-and-drop to update status. Uses cursor-based pagination per column.

Working with Tasks

Creating a Task

1. Navigate to Tasks in the sidebar
2. Click New Task
3. Enter the task name
4. Optionally add description, due date, priority, and owner
5. Link to entities (contacts, deals, accounts, contacts)
6. Click Create

The task is created as an activity with type: task.

Task List

The list view shows all tasks in a data table:

• Checkbox - Quick toggle completion
• Task Name - What needs to be done
• Priority - Visual priority indicator
• Due Date - When it’s due (overdue highlighted in red)
• Status - Current state

Completing Tasks

Quick Complete: Click the checkbox next to any task to mark it complete.

From Detail View:

1. Open the task details
2. Change status to “Completed”
3. Save changes

Task Priority

Set priority to organize your work:

Priority	Color	Usage
Low	Gray	Can wait, nice to have
Medium	Amber	Normal priority (default)
High	Red	Urgent, needs immediate attention

Overdue Tasks

Tasks past their due date with status “Pending” are highlighted:

• Due date appears in red
• Helps identify what needs immediate attention
• Filter to show only overdue tasks

Task vs. Meeting

Choose the right activity type:

Use Task For	Use Meeting For
Action items	Scheduled calls
Follow-ups	Calendar events
Internal work	External meetings
Reminders	Video conferences
Research	Appointments

Tasks are for work you do. Meetings are for scheduled interactions with others.

Linking Tasks

Tasks can be linked to CRM entities:

• Create a task from a contact, deal, or account detail page
• The task appears in that entity’s activity history
• Helps track what needs to be done for specific opportunities

Example Workflows

Contact Follow-up:

1. Meet with a contact
2. Create a task: “Send proposal by Friday”
3. Link task to the contact
4. Complete task when done

Deal Next Steps:

1. Complete a sales call
2. Create task: “Schedule demo with technical team”
3. Link task to the deal
4. Track progress in deal activities

Best Practices

1. Be specific - Clear task names prevent confusion
2. Set due dates - Helps prioritize and track progress
3. Use priority - Mark urgent items as high priority
4. Link to entities - Connect tasks to relevant contacts/deals
5. Complete promptly - Check off tasks when done
6. Review daily - Start each day by reviewing pending tasks

Task Reports

Track task completion in Reports:

• Tasks created vs. completed
• Average completion time
• Overdue task count
• Tasks by owner

---

See Also:

• Activities - Full activity system
• Calendar - Scheduled meetings
• Deals - Deal-related work