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).
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 and mark them as done or reopen them together.
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.
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.