How to Manage Tasks

Tasks keep your team accountable. Create them on any opportunity, assign to specific team members, set priorities and due dates, and track completion. Nothing falls through the cracks when every action item is recorded and visible.

Creating Tasks

From any opportunity’s sidebar (https://app.trustpager.com/crm/opportunities), click Add Task. Give it a title that describes the action ("Send updated proposal", "Book follow-up call", "Chase payment"). Set the priority (high, medium, low) and optionally add a due date.

Assigning Tasks

Assign a task to any team member in your workspace. The assigned person sees the task on the opportunity and in any task-focused views. This makes delegation clear — everyone knows who is responsible for what.

Tracking Completion

Tasks show their status: To Do, In Progress, Completed, or Cancelled. Click the checkbox to mark a task as done. Your full tasklist across every opportunity lives at https://app.trustpager.com/tasks/tasklist. The opportunity detail page shows all tasks at a glance in the sidebar, so you always know what is outstanding before a call or meeting.

Cancelled is different from Completed. Use it when a task stopped being relevant rather than actually being done: the customer went with someone else, a step got skipped, or the opportunity closed before the task was due. A cancelled task shows a struck-through title with a muted "Cancelled" pill and an X-circle icon. Like Completed, it is left out of your overdue counts and completion-rate reporting, but it never counts as work actually done.

Reordering Tasks

Drag tasks to reorder them by priority or sequence. Put the most urgent task at the top so it is the first thing your team sees when they open the opportunity.

Tasks in Automations

Automations can create tasks automatically, and now close them automatically too, so a chase cadence cleans up after itself instead of leaving reminders sitting open forever.

Add Tasks

The Add Tasks action creates one or more tasks on the triggering opportunity. For example, when an opportunity moves to "Proposal Sent", add a task "Follow up in 3 days" and assign it to the deal owner. Give the task a category when you set it up (e.g. "proposal-chase") — the Close Tasks action below uses that category to find and resolve the right tasks later.

Close Tasks

The Close Tasks action is the counterpart to Add Tasks. Put it on your "Closed Won" and "Closed Lost" stage automations, alongside Remove From Queue, so that once a deal closes, the reminder tasks a chase cadence created do not sit open forever.

Close Tasks only touches tasks that are currently To Do or In Progress. You tell it which ones to resolve using one of three matchers:

• Categories — closes every open task whose category matches one you list (case-insensitive). This is the normal choice: it closes exactly the tasks a matching Add Tasks action created, and leaves everything else on the opportunity alone.
• Match titles — closes open tasks with an exact title match (case-insensitive) against a list you provide. Use this when your tasks were not given a category, or when you want to close one specific task by name.
• All open — closes every open task on the opportunity, including ones a person added manually. Because this is broad, you have to turn it on explicitly ("all_open: true") — it will not run by default just because you left the other matchers empty.

Set Status to "Cancelled" (the default — the reminder was never actioned, it is just no longer needed) or "Completed" (if closing the deal effectively finished the task too). If a matcher does not find anything to close, that is not an error: the run just reports it as unmatched in the run history and moves on.

Tip: Use task priorities consistently across your team. If "high" means "do today" and "medium" means "do this week", everyone knows what to focus on without asking.