Tasks

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Tasks Overview

Tasks in Cortado are your team’s shared to-do list. They keep follow-ups, prep work, and admin items from slipping — and they tie back to the leads, events, bookings, contacts, and invoices they belong to. Open the dedicated task board from Tasks in the left sidebar.

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The Kanban Board

The Tasks page is a kanban board with three default columns:

• Not Started
• In Progress
• Completed

Your organization can add custom task statuses in Settings, so your team may see additional columns alongside the defaults. Whatever statuses your team has configured, every task lives in exactly one of them at a time.

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Moving Tasks Between Columns

Drag a task card from one column to another to change its status. The change saves automatically — no extra confirmation step.

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Filtering and Search

The toolbar above the board lets you narrow the board to exactly the tasks you care about.

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Available Filters

• Status — multi-select; pick one or more columns to focus on
• Assignee — multi-select; choose yourself, a specific teammate, or several teammates
• Due date range — pick a custom From and To date
• Search — free-text search across task titles and descriptions

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Persistent Filters

Your filter selections are saved to your browser, so they stick across sessions. When you come back to the Tasks page tomorrow, your filters will be exactly as you left them.

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Creating Tasks

There are two ways to create a task.

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From the Tasks Page

Click New Task in the toolbar. A side sheet opens where you can fill in:

• Title
• Description
• Due date
• Assignee
• Status
• Parent record (optional) — link the task to a lead, event, booking, invoice, or contact

Once saved, the task appears in the appropriate column on the board.

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From Inside a Record

Every lead, event, booking, contact, and invoice has an Activity area with a Tasks tab. Create a task from there and Cortado automatically links it to that parent record — no need to set the parent manually. This is the cleanest way to create tasks that belong to a specific deal or event, because the link back to the record is always preserved.

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Task Details

Click any task on the board to open its detail sheet. The sheet shows:

• Title, description, due date, assignee, and status
• A link to the parent record (when one is set), so you can jump straight to the lead, event, booking, contact, or invoice the task belongs to

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My Tasks vs. the Tasks Page

The My Tasks card on the Dashboard shows only the tasks where you’re the assignee — it’s a personal view, scoped to a 7-, 14-, or 30-day lookahead. The Tasks page in the sidebar shows the entire team’s tasks by default. To narrow it to just your own work, apply the Assignee filter and select yourself. Use My Tasks for your daily focus, and the Tasks page when you need to see who on the team is working on what, or when you need to filter and search across everything.

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Best Practices

1. Drag as you go — update status by dragging cards in the moment; the board is only useful if it reflects reality
2. Create tasks from inside records — linking a task to its parent lead, event, or invoice keeps context attached and makes hand-offs easy
3. Use due dates honestly — tasks are sorted by due date, so a realistic deadline matters more than an aspirational one
4. Filter by assignee for 1:1s — before a team check-in, filter the board to that person to see what they’re carrying
5. Search instead of scrolling — for a board with dozens of tasks, the search box gets you to the right one faster than scanning columns
6. Clear stale filters — persistent filters are a feature, but they can hide new work; reset filters if the board looks unusually empty