Tasks & notes
Track the work and the context around your records with assignable tasks on a board, and notes that attach anywhere.
Tasks carry the follow-ups, with statuses, priorities, due dates, and assignees. Notes carry the context. Both attach to the companies, people, and opportunities they're about.
Articles in Tasks & notes
- Work with tasks Create tasks with status, priority, due dates, and assignees, then keep on top of them with filters and digests.
- Use the task board A kanban view of your tasks. One column per status, drag to update, with priority and due-date badges.
- Take notes on your records Capture meeting notes and context in rich text, attached to the companies and people they're about.