Tasks

​

Overview

Tasks help you stay organized by tracking follow-ups, action items, and reminders across your leads and events.

​

Key Features

• Task Creation: Create tasks from anywhere in the app
• Due Dates: Set deadlines to stay on track
• Assignment: Assign tasks to team members
• Status Tracking: Mark tasks as pending, in progress, or completed
• Filtering: Filter tasks by status, assignee, or due date

​

Creating Tasks

​

From the Dashboard

1. Click the Add Task button on your dashboard
2. Enter task details:
   • Title
   • Description (optional)
   • Due date
   • Assignee
3. Click Save

​

From a Lead or Event

Tasks can be created directly from a lead or event:

1. Open the lead or event details
2. Navigate to the Tasks tab
3. Click Add Task
4. The task will be automatically linked to that lead or event

​

Managing Tasks

​

Task Status

Tasks progress through these statuses:

• Pending: Not yet started
• In Progress: Currently being worked on
• Completed: Finished

​

Task Views

View your tasks in different ways:

• My Tasks: Tasks assigned to you
• Team Tasks: All tasks across your team
• Overdue: Tasks past their due date

​

Best Practices

1. Set realistic due dates to avoid task overload
2. Add context in task descriptions for team members
3. Review daily to stay on top of follow-ups
4. Link tasks to leads for better tracking

Dashboard

See all your tasks at a glance on the dashboard.