Tasks
Tasks keep you accountable on follow-ups, deadlines, and next steps. Each task can be tied to a specific contact or left unattached as a standalone to-do.
Creating a task
Tasks can be created in three places:
- From the Tasks page: click + New Task
- From a contact detail panel: scroll to the Tasks section and click Add Task
- From the Pipeline view: a task indicator on a contact card
Task fields
- Title (required) - what needs to be done
- Due date - triggers a notification reminder
- Linked contact - optional; associates the task with a specific record
- Notes - additional context
- Priority - Low, Medium, High
Completing a task
Click the checkbox to the left of any task to mark it complete. Completed tasks are hidden from the default view but accessible via the Completed filter tab.