Skip to Content
Conversations & SupportTasks

Tasks

Tasks are your to-dos — your own and your team’s — pulled together into one list regardless of which record they came from.

Where Tasks come from

  • Created directly from the Tasks list.
  • Logged against a Contact, Company, or Deal via that record’s quick-action row.
  • Created automatically from a Note, using the Note composer’s “Also create a follow-up task” checkbox.

All of these land in the same unified Tasks list — a task logged on a Deal shows up both on that Deal’s Activities tab and in your general Tasks list, not just one or the other.

Working your list

Filter by owner, due date, or the record it’s attached to. Completing a task from the list also marks it complete on the record it’s associated with.

Contacts · Companies · Deals

Last updated on
TicketsMeetings