Create a task
From a contact, company, or deal record
Navigate to Contacts, Companies, or Deals in the main navigation bar. Click on the name of the record with which you'd like the task to be associated.
In the activity box above the record's timeline, click Create task. You can use the single field to quickly enter a task or click Add details to add more information to your ask, assign an owner to your task, etc. The record you're currently on will automatically be associated with the task.
Once you've added the details of your task, click Save task.
From the Tasks Dashboard
You can also create a task from the Tasks Dashboard and associate it with a contact, company, or deal. Navigate to Tasks in the main navigation bar.
- Click the Create a task button.
- Enter a title and adjust due date as needed.
- Click Add Task.
Once you've created your task from this menu, click on the task name in your dashboard to edit. In the dialogue box that appears, you can add/edit the following:
- Associated records: add a contact, company, or deal.
- Set a due date.
- Set an email reminder.
- Add any notes for your task. (Click Save to save any changes you make specific to notes.)
- Set your task type.
- Assign your task to someone.
Any changes you make here will automatically save to your task.
Complete your tasks
Once you've created your task, it will appear on the timeline of any associated records. Locate the task where it appears in the timeline, then choose Actions > Edit to make changes if necessary.
Your task will also appear on the Tasks Dashboard. You can filter your tasks by the owner/user, types, and due dates. You can also search for a specific task.
Or you can use the left side menu to quickly go to tasks due today, this week, or have been completed.
Once you've taken care of a task, click on the circular checkbox to the left to mark it as completed.
Completed tasks will be reflected in the Productivity widget of your Sales Dashboard.