Tasks

You can use tasks to keep track of things that need to be done or that you or your colleagues need to remember. Tasks can be created directly on the pages of specific people, companies, or deals. If, however, they are unrelated to specific CRM content, you can also create them without linking them to anything.

All tasks at a glance

Whether linked or not, all tasks in your account appear together and sorted chronologically under the menu item “Tasks.” There, you can filter the tasks by various criteria and, for example, display only the tasks of a specific user or overdue tasks. You can also create a task here without linking it to specific CRM content.

Create Tasks

As mentioned, you can create a task not linked to specific CRM content directly under “Tasks.” All other tasks are created directly on the page to which they belong. You’ll find this option on every contact, company, or deal page under the heading “Appointments & tasks”.

Enter the title or subject of the task here, specify when the task is due, and assign the user who should perform the task.

After you create the task, it appears both on the selected page and in the “Tasks” section.

Edit Tasks

You can edit tasks at any time by changing the description, adding a comment, changing the assignee, or adjusting the due date. You can also check them off once they’re completed.

When you hover your mouse over the task, a flag appears on the right that lets you quickly move the completion date by one day or one week, or delete the task.

Note the difference between marking as complete and deleting: A task marked as complete can still be viewed later, along with any associated comments. This ensures that the task’s history remains documented. Deleting it, however, removes it entirely, along with all information and comments.