Tasks keep follow-up work visible and accountable. Each task has a status —
Pending, In Progress, Completed, or Cancelled — and appears in
the header’s task bell when it’s due soon.
Create a task
The task form captures:
- Title and description
- Owner (defaults to you) and an optional assignee; add
collaborators who should stay in the loop
- Related to — link the task to one or more deals and leads
- Task type — your workspace’s list (e.g. “Follow-up Call”)
- Priority — Low, Medium, High, or Urgent
- Schedule date & time — when it’s due
Recurring tasks
Tick Recurring Task to repeat it — daily, weekly (pick the
weekdays), or monthly (pick the day of month), each with an “every N”
interval. Funnel creates the upcoming occurrences for you.
Completing a task — outcomes
Marking a task Completed requires an outcome from your workspace’s
outcome list (e.g. “Reached — meeting booked”). Once submitted, the outcome is
locked — so completion records stay trustworthy for reporting.
The task bell in the header shows tasks due now (with a shortcut to log
the outcome) and what’s coming up in the next couple of hours.
