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Tasks

Tasks help you plan and track the actions required to move deals forward—calls, emails, follow-ups, and more.

Why use Tasks?​

  • Keep sales activities organized and on schedule
  • Prioritize daily work across contacts, companies, and opportunities
  • Improve visibility and handoffs across the team

What’s Included with Tasks?​

  • Create from CRM records (Contacts, Companies, Opportunities)
  • Task table for pipeline-wide task management
  • Fields for name, instructions, due date/time, type, priority, associations, and tags
  • Views and filters to focus on the most important work
  • Task Queue to complete tasks consecutively

How to Use Tasks​

Create from a Contact or Company​

  1. Go to CRM > Contacts (or Companies).
  2. Click the record name to open the profile.
  3. In the activity area, select Tasks, fill in details, and save.

Create tasks from a CRM record

Create from the Task Table​

  1. Go to CRM > Tasks.
  2. Click Create task and enter details:
    • Name, instructions
    • Due date and time
    • Type: To-do, Email, Call, Message, Connection, LinkedIn
    • Priority: Low, Medium, or High
    • Associations: Opportunity, Contact, Company
    • Tags
  3. Click Create.

Create tasks from the task table

tip

Use tags and priority to organize your daily queue, then save a view for today’s focus tasks.

View and Filter Tasks​

  1. Go to CRM > Tasks.
  2. Click Add filter to filter tasks and save common filters as Views.

View and filter tasks

note

Views are personal by default. Name them clearly so you can reuse them.

Edit, Complete, or Delete Tasks​

Within a CRM record’s activity timeline:

  • Complete: check the task checkbox, or use Mark as complete if shown.
  • Edit: open the task menu (kebab), choose Edit activity, make changes, and save.

Edit, complete, and delete tasks

From the task table:

  • View: click the task name.
  • Edit: kebab menu > Edit task, update fields, and save.
  • Delete: kebab menu > Delete task, and confirm.
  • Complete: change status in the Task status column.

Work Faster with Task Queue​

  1. Go to CRM > Tasks and apply filters or open a saved view.
  2. Click Start [x] tasks to work through them consecutively.
  3. For each task, choose: Mark as complete, Reschedule, or Skip. Use the association dropdown to jump between linked records. Exit the queue any time and resume from the table.

Complete tasks consecutively Task queue actions

info

The task queue works best with a narrowly filtered set of tasks (same type or segment) to reduce context switching.

Frequently Asked Questions (FAQs)​

Can I associate a task with multiple records?

Yes. You can associate tasks with contacts, companies, and opportunities.

Can I save my filtered views?

Yes. Save common filters as Views to access them quickly.

What task types are available?

To-do, Email, Call, Message, Connection, and LinkedIn.

Can I change due dates and priorities later?

Yes. Edit any task to adjust due date/time, priority, and other fields.