A task is a follow-up with a deadline: call the customer back, send the proposal, chase the contract. Create tasks from the Tasks list with New task, or from a company, person, or opportunity page. Tasks made there arrive already linked to the record.
What's on a task
- Title: required, the only must-have.
- Status: To do, In progress, or Done by default; these options are yours to rename, and they define the board's columns.
- Priority: Low, Medium, or High.
- Due Date: drives the overdue highlights and the daily digest.
- Description: rich text for the details.
- Assignees: one or more teammates.
- Companies and People: the records the task is about. Linking a task to an opportunity happens from the opportunity's Tasks tab.
Find your work
- The Home page shows your next open tasks, ordered by due date, with overdue ones in red.
- On the Tasks list, the Assigned to me filter cuts the list down to yours, and you can group rows by Status or Priority.
- Ask the AI assistant; "what's overdue?" works.
Stay notified
Open Settings from your avatar menu, then Notifications, to control two signals. Task Assignments is an in-app notification when a task is assigned to you, with an optional email. Daily digest is an email each morning listing your overdue and due-today tasks. The digest only sends when there's something in it.