What is a task?
Represents an action item for you or your team. Tasks can be linked to contacts, companies, deals, or tickets for context.Key fields
- Title, description, due date, priority (low/normal/high/urgent), and order.
- Owners/assignees and optional links to contacts, companies, deals, or tickets.
Creating and updating
- Tasks -> New Task; set due date and priority. Drag to reorder in lists.
- Mark done/undone with one click; filter by owner or completion state.
- Use links to attach tasks to CRM records so context follows the work.
Good practices
- Use priorities intentionally; keep “urgent” rare.
- Keep tasks small and specific; link to the related record so activity is discoverable.
- Start your day with a “mine” filter and clear overdue items first.
Common workflows
- Daily focus list via the “mine” view.
- Auto-create follow-up tasks when deals move stages or tickets close (via automations).
- Bulk reorder to reflect priority changes.