Managing Tasks
Tasks keep you and your team organized by tracking important follow-ups, reminders, and job-related to-dos. Since every Task is linked to a Deal, they are also automatically connected to the related Contact and Company — ensuring everything stays in context.
This article gives you an overview of managing tasks, with links to detailed guides for each action.
➕ Creating Tasks
Add new tasks to remind yourself or assign them to a teammate.
How to Create a Task >
✏️ Editing Tasks
Update a task’s title, due date, description, or assigned user if details change.
How to Edit a Task >
✅ Completing Tasks
Check off a task when it’s finished. Completed tasks move to the Completed tab with a strikethrough. If you mark one complete by mistake, you can reopen it.
How to Mark a Task as Complete >
🗑 Deleting Tasks
Remove a task if it’s no longer needed. Deleted tasks are removed from the Tasks page, but activity history remains on the related Deal, Contact, and Company.
How to Delete a Task >
📋 Viewing Tasks in Context
Tasks appear not only on the Tasks page, but also in the:
Deal page (Tasks section + Activity)
Contact page (Tasks section + Activity)
Company page (Tasks section + Activity)
💡 Pro tip: Use tasks as lightweight reminders tied to Deals — that way, every follow-up and action item stays connected to the right customer and job.