Tasks & Scheduling

Tasks help your team stay on top of follow-ups, meetings, and action items. View tasks in kanban boards or calendar format, and assign them to team members.

Creating Tasks

1. Click New Task from the tasks page, or use the keyboard shortcut Ctrl+Shift+T (Mac: ⌘+Shift+T)
2. Fill in:
   • Title — what needs to be done
   • Description — additional context
   • Due date — when it should be completed
   • Assignee — team member responsible
   • Priority — low, medium, high, urgent
   • Related to — link to a lead, deal, or contact

Task Views

Kanban Board

Tasks organized by status columns:

• To Do — not yet started
• In Progress — currently being worked on
• Done — completed

Drag tasks between columns to update status.

Calendar View

See tasks laid out on a calendar by due date. Useful for planning your week and spotting scheduling conflicts.

List View

A sortable, filterable table of all tasks. Sort by due date, priority, assignee, or status.

Task Assignment

• Assign tasks to yourself or team members
• Assignees receive notifications for new tasks and approaching due dates
• Filter the task view by assignee to see a team member’s workload

Linked Tasks

Tasks can be linked to:

• Leads — “Follow up with lead after demo”
• Deals — “Send revised proposal”
• Contacts — “Schedule quarterly check-in”

Linked tasks appear on the related entity’s detail page.

Tips

• Use keyboard shortcut Ctrl+Shift+T to quickly create tasks from anywhere
• Set due dates to see tasks in the calendar view
• Review overdue tasks daily — they surface at the top of the kanban board