Tasks help you and your team keep track of what needs to get done — and when. Every task lives on a contact, company or deal, so your to-dos stay tied to the right record. You can create tasks for yourself or assign them to teammates, follow them in a dedicated Tasks space, and get reminded when they're due.

Create and assign tasks to yourself or your team

You can create a task from two places:

The Tasks page — click New task in the top-right corner.
Any contact, company or deal — open the record, go to its Tasks tab, and click New task. The record is automatically linked to the task.

When creating a task, you can fill in:

Title — what needs to get done. When you create a task from a record, we pre-fill it with "Get in touch with name", which you can edit.
Description — add any details, context or checklist. Supports rich text.
Due date — pick when it's due. Handy shortcuts let you jump to Tomorrow, Next Monday or Next month.
Assign to — assign the task to yourself (the default), or to one or more teammates. You can only assign people who have access to the linked record.
Linked record — every task is attached to a person, company or deal, so it shows up in that record's Tasks tab.
Visibility — choose Public (anyone with access to the record can see it) or Private (only the assignees can see it).

Set a task to repeat automatically

For to-dos that come around on a schedule, you can make a task recurring so you don't have to recreate it each time.

When you're setting the due date, choose a custom date and turn on Repeat. Then pick how often it should recur:

Every weekday
Every week
Every two weeks
Monthly
Quarterly
Yearly

Once you complete a recurring task, the next one is created automatically with the next due date. You can change the frequency or turn off repeating at any time by editing the task.

Set a due time for a task

By default, tasks are due on a date, and folk sends the due-date notification in the morning (at 8:00 a.m. in your local time zone).

You can also set a specific time. When setting the due date, choose Select time to pick the exact time it's due. The time then shows on the task, and folk sends the notification at that time instead of in the morning.

Mark tasks as done or undone, individually or in bulk

Each task has a checkbox next to it. Click it to mark the task as completed — it moves to the Done section and shows the completion date. You'll find the same actions in the "…" menu on each task, alongside Edit and Delete.

To act on several tasks at once, select them with their checkboxes. From there you can:

Mark as done — or Mark as to do to reopen them
Set due date — reschedule everything at once, with the same Tomorrow / Next Monday / Next month shortcuts as the task form
Make public or Make private — change who can see the tasks
Assign to — hand the tasks over to a teammate, or add yourself
Delete tasks — from the “…” menu

You can only assign people who have access to the linked records, and private tasks keep their assignees — so if your selection includes one, the Assign to button stays disabled.

You can run through your task list without touching the mouse — on the Tasks page and in any record’s Tasks tab.

↑ / ↓ — move through your tasks, across sections
Enter — open the highlighted task
Alt + X (Option + X on Mac) — select or deselect the highlighted task
Shift + ↑ / ↓ — extend the selection as you move
Shift + click a checkbox — select everything between your last selection and that task
Esc — clear the selection, then clear your search

Enjoy a dedicated space to see your tasks and oversee your team

Open Tasks from the left sidebar to see everything in one place. Tasks are grouped into four sections so you always know what's next:

Overdue — past their due date and still open
Today — due today
Upcoming — due later
Done — completed

Each task shows its title, the assignees' avatars, and a color-coded due date (red when overdue, orange when due today).

This space isn't limited to your own tasks: every public task across your workspace is visible to your team, so managers can keep an eye on what everyone is working on. Private tasks stay visible only to their creator and assignees.

You can also see the tasks for a single record at any time from that contact, company or deal's Tasks tab.

Find the right tasks with search and filters

As your list grows, search and filters help you zero in on exactly what you need.

Use the search bar to find tasks by task name, description, or linked record.

For more precise views, add filters — including by due date, created date, assignee, and linked record. You can combine several filters at once to build the exact view you want, like tasks assigned to a specific teammate that are due before a certain date.

Spot overdue tasks straight from your table and pipeline

You don’t have to open the Tasks page to know where you’re behind. In both table and pipeline view, every contact, company and deal shows how many open tasks it has — and whether any of them need you today.

In table view — the counters sit next to the record’s name, alongside its note count.
In pipeline view — they sit at the bottom of the card. Click the task counter to jump straight to that record’s Tasks tab.

The dot on the task icon tells you the state of the soonest one:

Red — at least one task on this record is overdue
Orange — the next task is due today
No dot — everything is due later on

Be notified when a task is due, in-app and by email

You'll never miss a due task. When a task's due date arrives, folk notifies every assignee:

In-app — the task appears in your Notifications center, where you can also see upcoming tasks ahead of time.
By email — you get an email linking straight to the task's record, if you have email notifications enabled.

List, create and update tasks with the folk API

Tasks are fully available through folk’s REST API, so you can work with them from your own tools and scripts.

List tasks — retrieve tasks, filtered by due date, creation date, completion, assignee or linked record. Add onlyAssignedToMe=true to get just your own.
Get a task — retrieve a single task by its ID.
Create a task — create a task on a person, company or deal, with a due date and time, assignees, visibility and a repeat frequency.
Update a task — change any field on an existing task. Pass a new record ID to move the task to another contact, company or deal.
Mark as done and Mark as to do — complete a task or reopen it.
Delete a task — remove it permanently.

You can assign teammates by user ID or by email — whichever you already have. If you don’t pass any assignee, the task is assigned to the owner of the API key.

See the full reference in the API documentation.

Manage tasks from your AI assistant with MCP

Once you've connected folk's MCP, your AI assistant can work with tasks using these tools:

Search tasks — find tasks with optional filters for completion state, due date, assignee, or linked record.
Create task — create a new task linked to a person, company or deal, with optional assignees.
Get task — retrieve a single task by its ID.
Update task — edit an existing task's details; every field is optional, so you only change what you need.
Mark as done — mark a task complete (or reopen it) by setting or clearing its completion date.

You'll find the full list of available tools in the developer documentation.

Set your workspace timezone so everyone agrees on when a task is due

Tasks are due on a date, and folk needs to know where that day starts and ends. Your workspace timezone answers that question once, for everyone — so a task due 12 August is overdue at the same moment for a teammate in Paris and a teammate in New York.

Go to Settings → Workspace and pick your timezone from the Timezone field. Only workspace admins can change it, and new workspaces start on UTC.

Your workspace timezone decides:

Which section a task lands in — Overdue, Today or Upcoming
When the morning due notification goes out — 8:00 a.m. in that timezone
When a task with a specific due time is due
The next date of a recurring task
The overdue and due-today indicators on your table and pipeline views