Tasks

Create and manage tasks to stay organized and follow up on important to-dos.

Tasks are simple to-do items you can assign to yourself or your team. Use them for reminders, follow-ups, and job actions linked to a deal. For repeat workflows, use Checklists to apply multiple tasks at once.

Important: this feature requires the paid Operations add-on.

How tasks work

Each task is tied to a deal and also appears on the related contact and company records. You can create one-off tasks, assign owners, set due dates, complete tasks, reopen them, or delete them when they are no longer needed.

Tasks support:

• One-off reminders and follow-ups
• Assigned owners and due dates
• Upcoming, Overdue, Completed, and All task views
• Filtering and sorting on the Tasks page
• Reusable checklists for repeat workflows

Recommended first reads

• Introduction to Tasks — Learn how the Tasks page, filters, and categories work
• Managing Tasks — See the main task actions in one workflow
• Checklists — Build repeatable task workflows for Sales and Production

In This Section

• Introduction to Tasks — Understand the Tasks page, categories, filters, and sorting
• Managing Tasks — Create, edit, complete, and delete tasks in one workflow
• Checklists — Build reusable task templates for repeat workflows
• Create a Task — Add a new task with a linked deal, assignee, and due date
• Edit a Task — Update task details, due date, or assignment
• Mark a Task as Complete — Check off completed tasks and reopen them if needed
• Delete a Task — Remove tasks you no longer need