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Tasks keep track of what your team needs to do: call a lead back, send a quote, answer a question. Tasks are created by:
  • your team, from a contact, deal or Prospects (key T),
  • workflows, with the Create a task step,
  • Addy, when a customer asks something it can’t answer.
Open it from Tasks in the left menu.

Views

  • Today, Overdue, Upcoming and Completed.
  • My tasks: tasks you own or collaborate on.
  • Everyone’s tasks: every task in your workspace, from all team members. Use Filter by person to narrow it down.
  • Filter by priority, or search tasks.

Working with tasks

Open a task to see its contact or deal, change the due date, priority, owner and collaborators, or mark it done. A workflow with the trigger A task changes can react when a task is created, done or overdue.