Tasks
What are tasks?
Tasks are work items that need to be completed as part of working a lead or managing your pipeline. They are separate from follow-ups (which are time-based call reminders) and represent discrete actions like “Send proposal”, “Get contract signed”, or “Prepare demo”.
Task list
Go to Dashboard → Tasks to see all tasks across your organization.
The task list shows:
- Task title
- Associated lead (if any)
- Assigned to
- Due date
- Status (To Do, In Progress, Done)
Filtering tasks
- Filter by assignee to see your own tasks
- Filter by status to see open or completed tasks
- Filter by due date to see overdue or upcoming tasks
- Filter by lead to see all tasks for a specific deal
Creating a task
You can create a task from two places:
From the Tasks page
- Go to Dashboard → Tasks
- Click + New Task
- Fill in the title, due date, assignee, and (optionally) link to a lead
- Click Create Task
From a lead’s detail page
- Open the lead
- Go to the Tasks tab
- Click + Add Task
- Fill in the title and due date
- Click Save
Tasks created from a lead detail page are automatically linked to that lead.
Task fields
| Field | Description |
|---|---|
| Title | What needs to be done |
| Description | Optional additional detail |
| Due date | When it needs to be completed |
| Assigned to | Which team member owns this task |
| Status | To Do → In Progress → Done |
| Lead | The lead this task is associated with (optional) |
Completing a task
Mark a task complete by:
- Clicking the checkbox next to it in the task list
- Changing its status to Done on the task detail
Completed tasks remain visible in the list and are included in analytics — they just show as done.
Task notifications
If a task is assigned to you, you receive an in-app notification (and optionally an email, based on your notification preferences).
Tasks that are overdue surface in the notification center and in the daily digest (if enabled).
Tasks vs. follow-ups
| Tasks | Follow-ups | |
|---|---|---|
| Purpose | Discrete work items | Time-based call reminders |
| Triggered by | Manual or automation | Manual or automation |
| Linked to a lead? | Optional | Yes — always |
| Overdue alerts? | ✅ Yes | ✅ Yes |
| Appears in call queue? | ❌ No | ✅ Yes |