How to Manage Tasks
Create tasks on any opportunity, assign them to team members, set priorities and due dates.
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, 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's responsible for what.
Tracking Completion
Tasks show their status: pending, in progress, or completed. Click the checkbox to mark a task as done. The opportunity detail page shows all tasks at a glance in the sidebar, so you always know what's outstanding before a call or meeting.
Reordering Tasks
Drag tasks to reorder them by priority or sequence. Put the most urgent task at the top so it's the first thing your team sees when they open the opportunity.
Tasks in Automations
Automations can create tasks automatically. For example, when an opportunity moves to "Proposal Sent", create a task "Follow up in 3 days" and assign it to the deal owner. This ensures every deal gets the right follow-up at the right time, without anyone having to remember.
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.