FOCUS 01⊙
Task records
NewIn progressDone
CRM associations
Connect the task to contacts, companies, opportunities and quotes.
Operations / Ownership, dates and work context
CRM task management: owners, deadlines and priorities
Manage task title, description, status, priority, date, category and assignee alongside related CRM records.
PRODUCT VIEW
See how it works.
Add the owner, deadline and priority a task needs, alongside its title and description. Contact, company, opportunity and quote associations can sit in the same record as assignee, category, area and tags. Use board and list views with priority, category, assignee and area filters. Keep attachments alongside the work they support.
EXPLORE THE PRODUCT
Sample viewTask records
New2
CRM associationsCustomer conversation
DKSample record
Priority and target dateCustomer conversation
DKSample record
In progress1
Priority and target datePreparing the proposal
EDSample record
Completed1
Categories, areas and tagsTeam review
CYCompleted
01Describe the work
02Connect context and ownership
03Track progress
FROM NEED TO OUTCOME
Where this helps.
Knowing a task's name does not always tell the team which customer it belongs to, who will complete it or which sales activity it supports.
WHAT YOU CAN WORK TOWARDS
Place the task in the daily work plan with clear ownership and CRM context.
STEP BY STEP
How to use it.
- 01
Describe the work
Set the title, description, priority and target date.
- 02
Connect context and ownership
Select the relevant contact, company, opportunity or quote, then assign an owner and work area.
- 03
Track progress
Update status in a list or board and use filters to focus on the relevant team or type of work.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Task records
NewIn progressDone
Priority and target date
Keep timing and priority together with the work record.
FOCUS 03↗
Task records
NewIn progressDone
Categories, areas and tags
Organize tasks through existing classification fields as well as status.
FOCUS 04◇
Task records
NewIn progressDone
Assignee filter
Narrow the list to a particular team member or work area.
FOCUS 05⌁
Task records
NewIn progressDone
Boards and files
Use status views and attachments in the task's own working context.
IN EVERYDAY WORK
What it looks like in practice.
You hand a follow-up action from a customer conversation to another team member.
Ownership, due date and the customer relationship remain visible in the same record.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Tasks are included in every plan. Access to associated product and quote data depends on the relevant plan and user permissions.
- Tasks is not presented as a comprehensive project finance or workforce capacity planning system.
YOUR QUESTIONS
About this feature.
01Which records can a task connect to?+
The form includes contact, company, opportunity and quote associations. Available selections depend on workspace and user access.
02Can I separate tasks by assignee?+
Assignee, priority, category and area filters help focus the scope, alongside board and list views.
RELATED WORKFLOW GUIDES
You may also need these features.
Kanban and board viewsAssess sales opportunity stages and task progress on their respective screens using boards or lists.↗Action notificationsReview unread task, email, meeting, event and system items in a current action view.↗Task attachmentsAttach images and supported documents to a task, with upload progress, file size and eligible previews visible.↗
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Tasks and Kanban
Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.
Calendar and appointments
Connect meetings, events and appropriately configured appointments to the team’s daily work.
Workflows
Create tasks and notifications from suitable CRM conditions, making recurring follow-up visible to the team.