Tasks
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How to create and manage tasks
Tasks help you turn promises, deadlines, and reminders into clear work.
Quick answer
Create a task with a clear title, due date, and context, then mark it complete when the work is finished.
Tasks are best when they describe a concrete action: call, prepare, review, send, confirm, or follow up.
Create the task
Add a specific title, due date, and any helpful notes. If the task belongs to a lead, contact, or deal, connect it so context stays close.
Finish or update it
Mark the task complete when it is done, or update the due date if the next step changes.
Steps / Key takeaways
- Keep task titles specific.
- Tie sales tasks to the person or deal when helpful.
- Use due dates to keep work visible.
Frequently asked questions
Can a task be personal?
Yes. Not every task needs to be connected to a lead, contact, or deal.
follow-up
tasks
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