The Tasks tab keeps your to-dos organized and linked to the records they belong to.
Create a task
Open CRM → Tasks and click Add Task.
Fill in the required fields: task name, description, Due Date, Assignees, Status, and Priority.
Optionally add a List, Task Type, Reminder, Queue, Outcome, or Next Step.
Optionally associate the task with a Company, Contacts, Deals, Meetings, Tasks, Tickets, Notes, Products, or Orders.
Assignees is a multi-select — you can assign a task to more than one person.
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
Default statuses are To Do, In Progress, Deferred, and Completed. You can add, rename, recolour, reorder, or delete statuses to match how your team works.
Tips
Set a priority on every task — it 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 are surfaced in the Activity section of Reports.