Task Management
Tasks help you track to-dos that aren't tied to a specific follow-up schedule.
Creating a Task
- Go to ✅ Tasks → + Add Task
- Enter a title and description
- Set priority (Low, Medium, High, Urgent)
- Set status (To Do, In Progress, Done)
- Optionally assign to a team member, link to a contact or deal
- Set a due date
Task List
The task list shows all tasks with priority badges, status, assignee, and due date. Overdue tasks are highlighted. You can:
- Complete a task with one click
- Reopen a completed task
- Edit or Delete tasks