Tasks

Tasks are the to-do list of the CRM: follow-ups, projects, admin, each with an owner, a due date, and a link to the account it is about.

Before you start: a role with Read tasks and Create tasks. Task statuses are configured per workspace under Settings → Statuses → Task Statuses, so the status list here is whatever your admin set. The defaults are To Do, In Progress, Review, and Done.

Create a task

CRM → Tasks → Add Task. Only the Task Title is required. The rest:

• Priority: Low, Medium, High, Urgent.
• Type: Task, Follow-up, Project.
• Status from your workspace's list, and Category: Sales, Support, Marketing, Development, Admin.
• Account: type to search. Linking a task to an account puts it on the account's Tasks tab.
• Assign To: a colleague, or yourself.
• Due Date, with Today, Tomorrow, and Next Week shortcuts. Past dates cannot be picked.

Tasks also appear on the dashboard under My Recent Tasks for their assignee, and generate a notification when they go overdue.

Three views

The icons beside the search box switch between:

• List: a table with status, priority, due date, and assignee.
• Grid: cards.
• Calendar: tasks on their due dates, by month, week, day, or agenda, colour-coded by status and with overdue and high-priority tasks marked.

The counters above the views show the total and one tile per status. Filters narrows by status, priority, category, assignee, created date, and due date.

Work a task

Open a task to see its details, change its status or assignee from the dropdowns, and add comments. Type @ in a comment to mention a colleague. An overdue task shows an OVERDUE badge.

Delete asks for confirmation and shows the task's assignee, due date, status, and priority so you know what you are removing. It cannot be undone.

When it goes wrong

• "Task title is required." Everything else is optional.
• A status is missing from the dropdown. It was renamed or removed under Settings → Statuses. Tasks in a removed status keep the old value until changed.
• The calendar is empty. Only tasks with a due date appear on it.
• A task is not on the account's Tasks tab. It was created without an account. Edit it and pick one.