> ## Documentation Index
> Fetch the complete documentation index at: https://flow9.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks

> To-dos and follow-ups with schedules, recurrence, collaborators, and required outcomes.

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.

<Frame>
  <img src="https://mintcdn.com/flow9/HmPHrDo_kZo6iZX3/images/crm/tasks.png?fit=max&auto=format&n=HmPHrDo_kZo6iZX3&q=85&s=2d5bde50b349d4e8ac2a72aff3d33627" alt="Tasks in Flow9 Funnel" width="3024" height="1900" data-path="images/crm/tasks.png" />
</Frame>

## 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.

<Tip>
  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.
</Tip>