Manage tasks

Tasks are the to-dos behind your client work. Give each one an assignee and a due date, and link it to the deal or project it's about.

Things to know

• A task's Status is Todo, In progress, In review, Done or Blocked. Its Priority is Low, Medium, High or Urgent.
• When you put someone in Assignee, they get a notification. They also get an email unless they've turned it off. You don't get notified about tasks you assign to yourself.
• Only the title is required.

Add a task

1. Go to CRM > Tasks.
2. Click New task. On the Tasks page, you can also press C.
3. Type a title. You can add a description under it.
4. Set any of Status, Assignee, Due date, Priority, Deal, Project and Estimate.
5. Click Create task, or press ⌘↵ (Ctrl+Enter on Windows).

You can also fill fields from the title. Type a date like "tomorrow" or "3pm" to set the due date, @ and a name to assign someone, or @ and a record name to link it.

Turn on Create more to keep the window open for the next task.

Add a task to a record

1. Open the record, for example a company or deal.
2. Go to its Tasks tab and click Add task.

The new task is already linked to that record. On the Tasks tab, tasks are grouped into Overdue, Today, This week, Later and Done.

Assign a task

Open the task and set Assignee. On a record's Tasks tab, you can also click ⋯ on a task and choose Assign to me.

Snooze a task

1. Open the record the task is linked to and go to its Tasks tab.
2. Click ⋯ on the task.
3. Click Snooze a week.

The due date moves 7 days on. Snooze is only on a record's task list. Elsewhere, change the Due date instead.

Finish a task

Click the circle next to the task's title. Its status changes to Done and the title is struck through. Click the circle again to reopen it.

Find your tasks

The Tasks list has ready-made views: My tasks, Overdue, This week, By status and Unfiled (tasks with no deal or project). See Save a view.

Choose which task emails you get

1. Go to Settings > Notifications.
2. Under What reaches you, choose whether Assigned to me and Due dates also email you.

Related

• Subitems and checklists
• Time-block your week
• Notifications
• Run a client project