Create a task with a title
Enter the work to be done, then adjust the owner and due date and add any details needed to complete it.
Tasks
Organize team tasksand track progress
Give every task an owner, a due date and a priority. Track your team’s work, schedule recurring tasks, open related records and record results so everyone knows what comes next.
Today’s tasks
See what you need to finish today
Create a task by entering what needs to be done. It is assigned to you and due today by default, and you can change both immediately. “My tasks” highlights your next task and groups the rest into overdue, due today and later, so you can act on the work that needs attention.
Made for
Business owners and team members managing customer follow-ups and operational tasks.
What you get
Quick task creation, a highlighted next task, overdue, today and later groups, and due dates with an optional time.
Why it matters
Keep the next action visible and see what remains to be completed without searching across different records.
Team tasks
Assign one owner and track each task
Assign each task to one team member and keep the requester visible alongside the owner. Switch between your own tasks, work you delegated and all tasks you can access. Filter by member, status or due date, and reassign work when responsibilities change while preserving the details and history.
Made for
Small teams, agencies and business owners coordinating assignments across several people.
What you get
Task assignment and reassignment, visible owners and requesters, and filters for team members, status and due dates, subject to access permissions.
Why it matters
Make responsibility clear and follow the progress of work you have assigned from one place.
Linked work
Open customer and work details from each task
Link the customer involved and the record where the work needs to happen. Open the related conversation, customer profile, deal, invoice or appointment directly from the task. Add a description with the details the owner needs, or create an independent task for internal work such as reviewing content or preparing a launch.
Made for
Sales, service and delivery teams that handle both customer requests and internal assignments.
What you get
Linked contacts, direct access to a connected record or tool, and task descriptions that explain the work to be completed.
Why it matters
Give the task owner the reason for the assignment and a direct route to the information needed to act.
Due dates & priorities
Set priorities and deadlines for every task
Choose normal, urgent or immediate priority, then set a due date and an optional time. See overdue work alongside its priority so you can decide what to do next. Snooze follow-up on a task until a time you choose, without changing its due date, and end the snooze earlier when you are ready to act.
Made for
Teams managing competing deadlines and customer follow-ups that depend on a response or another action.
What you get
Three priority levels, due dates with optional times, overdue indicators and quick options to snooze tasks or resume follow-up.
Why it matters
Distinguish the importance of a task from its deadline and keep deferred work ready for the next review.
Recurring tasks
Schedule recurring tasks once
Set up weekly reviews, monthly customer follow-ups or other recurring work. Choose an interval and an end date, a number of occurrences or no end. By default, the next task waits for the previous one to close. You can instead create each task on schedule, even when the previous task is overdue.
Made for
Business owners and teams that rely on regular reviews and repeatable operational procedures.
What you get
Hourly, daily, weekly, monthly or yearly recurrence, an interval and end condition, and control over whether the next task waits for the previous one.
Why it matters
Reuse task details for recurring work and control when the next occurrence is created.
Results & history
Record task results and review every change
Complete tasks with an optional note explaining the result. For call tasks, select the outcome before completing them: talked, no answer, wrong number or callback requested. Cancel a task with a reason when plans change, or reopen it when needed. Review each recorded action, its time and the team member who performed it.
Made for
Sales and service teams that need a record of completed work, call outcomes and changes in responsibility.
What you get
Optional completion notes, required call outcomes, an optional callback task, cancellation reasons, task reopening and an activity history.
Why it matters
Give your team a clear record of what happened and the information needed for the next action.
TASK MANAGEMENT FEATURES
Tools to assign work and track it through to completion
Create tasks, assign owners, set deadlines and record outcomes, with linked business records and a history your team can review.
One owner for every task
Keep the owner and requester visible, and reassign the task when responsibility changes and your permissions allow.
A clear next task to work on
See your next task highlighted, followed by groups for overdue work, tasks due today and later assignments.
Internal tasks for your team
Create tasks for content reviews, product preparation and operational work without requiring a linked customer.
Open linked records and conversations
Connect a contact and a work destination, then open the related record or tool directly from the task.
Due dates and priority levels
Set a due date with an optional time, choose normal, urgent or immediate priority, and identify overdue tasks.
Snooze tasks until the right time
Choose when to resume follow-up on a task, or end the snooze earlier, while keeping its original due date.
Automatic task recurrence
Set the interval and end condition, and choose whether each new task waits for the previous one to close or follows its schedule.
Search and filter your tasks
Search titles, descriptions and customer details, then filter by team member, task status and due date.
Saved display preferences
Keep your selected task list and sort order with display choices that save automatically.
Call outcomes and callback tasks
Select an outcome when completing a call task and, when the customer requests a callback, choose whether to create a task for tomorrow.
An activity history for every task
Review recorded actions with their time and author, along with any completion note and the reason for cancellation.