The Tasks tab keeps your to-dos organized and linked to the leads they belong to. Every follow-up your team owes lives here.
Create a task
Open CRM → Tasks and click Add Task.
Fill in the task name, description, Due Date, Assignee, Status, and Priority.
Optionally link the task to a lead, deal, meeting, or ticket.
You can also create tasks from a lead's profile, from selected leads in the Leads tab, or from the dashboard.
Track your tasks
Use the board view to see tasks by status, and drag cards between columns to update status.
Use the table view for a sortable list with columns for title, owner, status, priority, due date, and assignee.
Filter by status, priority, or owner, and search by title.
Customize statuses
You can add, rename, recolor, reorder, or delete statuses to match how your team works.
Tips
Set a priority on every task — the priority makes the board scannable at a glance.
Tasks linked to a lead also appear on that lead's profile, so the whole team sees them in context.
Overdue tasks feed the Follow-Up Completion Rate metric in Reports.