Tasks help you stay on top of follow-ups, reminders, and job-related to-dos. Every Task is linked to a Deal, which also connects it to the related Contact and Company.
The Tasks Page
The Tasks page gives you a clear overview of everything you and your team need to get done.
Task Categories
Upcoming: All upcoming tasks, sorted by due date.
Overdue: Tasks that are past their due date. These are highlighted in red for visibility.
Completed: Tasks that have been finished. Completed tasks appear with a strikethrough.
All: A combined view of every task, regardless of status.
Filtering and Sorting
Filter by User: Focus on tasks assigned to specific team members.
Sort Tasks: Organize by due date or user to prioritize work.
Managing Tasks
Each task has a "..." (More) menu with quick actions:
Edit Task: Update details like due date, description, or assignment.
View Deal: Jump directly to the linked Deal for full context.
Delete Task: Remove a task that’s no longer needed.
✅ Next Steps: