Tasks

Tasks are to-do items that can be attached to any CRM record — a contact, a lead, or a deal — or left as standalone reminders.

Task Statuses

Status	Description
Pending	Not yet started (amber)
In Progress	Being worked on (blue)
Done	Completed (green)

My Tasks View

Go to Tasks → My Tasks in the sidebar. This shows all tasks assigned to you, sorted by due date. Overdue tasks (due date in the past, not done) appear at the top in red.

Tasks on Entity Pages

Tasks linked to a specific contact, lead, or deal appear on that entity's detail page in a Tasks panel. You can create new tasks directly from there without leaving the page.

Creating a Task

Click New Task from any Tasks panel or from My Tasks → New Task:

Field	Required	Notes
Title	Yes	Short task description
Description	No	More detail
Due Date	No	Date picker
Assigned To	No	Defaults to you
Status	Yes	Defaults to Pending
Linked to	No	Contact, Lead, or Deal (auto-filled when created from entity page)

Updating a Task

Click the task title or the edit icon. You can change the status, reassign, or update the due date.

To cycle the status quickly, click the status badge — it moves: Pending → In Progress → Done → Pending.

Completing a Task

Click the task's status badge and select Done, or edit the task and set status to Done.

Task Reminders

The scheduler sends a daily email digest at 08:00 to each user listing their tasks due today. Make sure your mail configuration is set up in Configuration.

Deleting a Task

Click the delete icon on any task. Deleted tasks are soft-deleted and can be restored from the database if needed (no UI trash view for tasks — contact your admin).

Tips

• Create a task immediately when you take action on a lead or deal — it keeps your pipeline accountable
• Use the Due Date field and check My Tasks each morning
• Assign tasks to specific team members from the deal or lead page to delegate work