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Create a task

1

From Tasks module or from a record

  • Tasks module: Tasks → + New task
  • From a deal / project / company: Tasks tab → + New task (record link is automatic)
Task creation dialog
2

Fill the fields

  • Title: short, verb-led (“Call Mario Friday”)
  • Due date: optional time
  • Priority: Low / Medium / High / Urgent
  • Assignees: one or more users
  • Description: rich (markdown), with @mentions
  • Tags: coloured, for categorisation
3

Link to a record

If you start from the Tasks module, manually link to deal/company/project/custom object. The link is visible on both sides.
4

Add subtasks

Inline, a checklist of subtasks. Useful for breaking down multi-step work.

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Custom statuses

Default statuses: To do → In progress → Done. Add more per workspace or project (e.g. Blocked, In review) in Settings → Tasks → Statuses.

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Quick filters

Today

Tasks due today.

This week

Due within 7 days.

Overdue

Past due and not done.

Mine

Assigned to you.

Unassigned

No owner — to be routed.

Completed

Done, archivable.

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Advanced filters

Combine conditions: priority, assignee, tag, date range, linked record type. Save as a shared view.

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Bulk edit

Select multiple tasks with checkboxes → Actions:
  • Change status / priority / assignee
  • Add / remove tags
  • Shift due date (e.g. “+7 days to all”)
  • Delete / archive

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Comments and discussion

Inside a task: threaded comments with rich text, @mentions (user notified), attachments. Useful for short discussions without leaving context.
Trigger: Deal stage = Proposal → Action: Create task "Follow up quote" due in 3 days.
With Call Intelligence, AI-extracted action items become tasks with one click.
If a priority task stays overdue for 24h, notify the manager.

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Frequently asked questions

No, subtasks are simple checklists. For complex flows, use separate tasks linked to a project or a parent task.
Completing it doesn’t delete it — stays in history. For permanent removal: ⋯ → Delete. Requires confirmation.
Yes, on assignment and on due date/priority changes. Configurable in Notification preferences.
On mobile — create tasks with voice input and receive push notifications. See Tasks on mobile.