Tasks

Tasks turn intentions into tracked, accountable work: the callback you promised, the quote you need to send, the follow-up after a meeting. By linking each task to a contact, account, or lead, the commitment lives right on the customer record instead of in someone’s memory or a personal to-do list. Each task has a priority, a due date, an assigned owner, and a status that moves from open through completion - with overdue items flagged automatically so nothing slips.

Task Grid

The task grid shows all tasks for the current tenant with paging support.

Filtering

The filter bar provides quick access to common criteria:

Filter	Description
Status	Open, completed, or cancelled
Priority	High, medium, or low
Assigned To	The user responsible for the task

Grid Columns

Column	Description
Title	Short description of the task
Status	Current status displayed as a color-coded badge. Open tasks past their due date show an OVERDUE badge in red
Priority	High (red), medium (amber), or low (gray)
Assigned To	The user responsible for completing the task
Due Date	When the task should be completed. Overdue dates appear in red
Contact	Linked contact name
Account	Linked account name
Lead	Linked lead name
Created	When the task was created

Status Badges

• open — Blue badge for active tasks
• OVERDUE — Red badge for open tasks past their due date
• completed — Green badge
• cancelled — Gray badge with strikethrough text

Creating and Editing Tasks

Click Add to create a new task or the edit icon on any row to modify an existing task.

Task Form Fields

Field	Description
Title	Required. A brief description of what needs to be done
Description	Optional longer explanation or notes
Status	Open, completed, or cancelled. Defaults to open
Priority	Low, medium, or high. Defaults to medium
Assigned To	The user responsible for the task
Due Date	When the task should be completed
Contact	Searchable dropdown to link the task to a CRM contact
Account	Searchable dropdown to link the task to a CRM account
Lead	Searchable dropdown to link the task to a CRM lead

When a task status is changed to completed, the completion timestamp is recorded automatically.

Tasks in the Activity Timeline

Tasks appear in the Activity Timeline for contacts, accounts, and leads. When viewing a timeline, tasks are included alongside activities and interactions, showing:

• The task title and due date
• Current status in brackets (e.g., “[open]”, “[completed]”)
• The assigned user

This provides a complete picture of all work related to a given entity.

Overdue Detection

Tasks are automatically flagged as overdue when:

• The task status is open
• The due date has passed

Overdue tasks stand out in the grid with a red OVERDUE badge in the status column and red-colored due date text.

Best practices

• Always set a due date and owner. A task with no due date won’t surface as overdue, and a task with no Assigned To has no one accountable for it.
• Link the task to a record. Attaching it to the related contact, account, or lead means the next person who opens that record sees the pending work on its timeline.
• Use priority consistently. Reserve high for genuinely time-critical items so the color coding stays meaningful.
• Cancel instead of delete. If a task is no longer needed, mark it cancelled to keep the history rather than removing it.

Related documentation

• CRM Contacts - tasks linked to a contact appear on its timeline.
• CRM Accounts - tasks linked to a company.
• CRM Leads - track qualification follow-ups.
• Activities - the unified timeline tasks are shown in.