Tasks

Manage your team's tasks and to-dos with a Kanban board interface.

Overview

The Tasks module helps you:

• Create and assign tasks
• Track progress with Kanban board
• Set due dates and priorities
• Link tasks to contacts and deals
• Collaborate with team members

Task Board

Kanban View

Tasks are organized in columns:

• To Do: Tasks not yet started
• In Progress: Tasks being worked on
• Done: Completed tasks

Drag tasks between columns to update their status.

List View

Switch to list view for a tabular overview of all tasks.

Creating Tasks

1. Click New Task
2. Fill in task details:
   • Title
   • Description
   • Assignee
   • Due date
   • Priority (Low, Medium, High, Urgent)
3. Optionally link to a contact or deal
4. Save

Task Details

• Title: Task name
• Description: Detailed information
• Assignee: Team member responsible
• Due Date: Deadline
• Priority: Urgency level
• Status: Current stage
• Related Contact: Linked contact
• Related Deal: Linked deal

Filters

Filter tasks by:

• Assignee
• Priority
• Due date
• Status
• Related contact/deal

Best Practices

1. Set clear titles: Make tasks easy to understand at a glance
2. Assign owners: Every task should have a clear owner
3. Use priorities: Help your team focus on what matters
4. Set due dates: Keep work on track with deadlines
5. Link to deals: Connect tasks to sales opportunities for context