Tasks

Tasks track work that has a clear owner and completion state. A task may be linked to a lead, but it does not have to be.

Create a task

1. Open Tasks and choose New Task, or create one from a lead.
2. Enter a concise title describing the outcome.
3. Add due date, assignee, category, notes, and linked lead where relevant.
4. Save the task.

Visibility

Task access follows the role’s Tasks permission and assigned or all-record visibility. Related lead context remains subject to the user’s current access. Ask an Admin to review a missing record rather than assuming a job title grants permission.

A task creator retains visibility when a task is assigned to someone else.

Assignment

Assign a task only to someone who has enough lead access to complete it. Assignment can trigger an in-app or email alert according to configured delivery.

Complete and review

Update the task status when work is finished. Use filters for owner, status, category, date, and lead context to keep the list actionable.

Tasks and follow-ups

Use a task for a piece of work such as preparing a proposal. Use a follow-up when the commitment is to contact or revisit a specific lead at a particular time.