Help Center

Tasks

Page referenced in this article: Tasks page.

Efficiently manage your to-do list and stay organized with Tasks. Create tasks, organize them into lists, and assign priorities to streamline your workflow.

Creating Tasks

1. Click + Create Task and fill in the task details, including:
   • Task name
   • Owner
   • Due date and time
   • Priority (Low, Medium, High)
   • Category
2. Save the task.

You can also select a task template to prefill details and save time on repetitive tasks.

Tips:

• To link a task to a specific contact, navigate to the Tasks section on the contact’s details page and click + Create Task. Then, Tasks created will be automatically linked to the contact.
• At the bottom of each task list, you’ll find a + Create Task row. Clicking it allows you to add a task directly to that specific task list for quick organization.

Creating Task Lists

Organize tasks by grouping them into task lists. To create a new task list:

1. Click + Create Task List in the top-right corner.
2. Choose a task list template (if applicable).
3. Add a name and description for the task list.
4. Save the task list.

Tip: Task lists help you break down larger projects into manageable steps and keep related tasks together for better organization.

Managing Tasks

Once tasks are created, you can:

• Move Tasks: Drag tasks between task lists.
• Update Tasks: Edit task details, assign/re-assign owners, or change task status (Not Started, In Progress, Completed, or Canceled).
• Take Actions: Perform actions like “Create Appointment,” “Send Email,” or “Call” directly from the task.
• Duplicate Tasks: Easily duplicate tasks to save time on repetitive activities.

Tip: Use the duplicate function to quickly replicate recurring or similar tasks.

Task Filters and Views

Simplify task management by applying filters:

• By status: Due Today, Owned By Me, Not Started, In Progress, Overdue, Completed, and Canceled.
• By task owner, category, or task list.
• Hide empty task lists by unchecking the Show Empty Task Lists option.

Task Templates

Save time by using predefined task templates for recurring or similar tasks.

To create a task template:

1. Click Task Templates in the top-right corner.
2. Navigate to the Task Templates page.
3. Click + New Template and fill in the details.
4. Save the template.

Tip: Templates ensure consistency and reduce time spent on creating repetitive tasks.

Automated Workflows and Tasks

Automate your workflow by integrating tasks into workflows:

• Automatically create tasks for lead follow-ups, reminders, or other recurring processes.

Tip: Set up workflows to trigger tasks automatically, ensuring no step in your process is missed.

Automated Email Reminders

Stay on track with automated email notifications:

• For tasks due today.
• For overdue tasks that need immediate attention.

Additional Features

• Mention colleagues in task notes using @username to notify them directly.
• Manage both linked and standalone tasks within task lists for clarity and better organization.

Tip: Use categories consistently across templates, workflows, emails, and tasks for seamless organization.