Tasks
Tasks help your team track action items, follow-ups, and scheduled work linked to CRM contacts, accounts, and leads. Each task has a priority, due date, assigned owner, and status that progresses from open through completion.
Task Grid
The task grid shows all tasks for the current tenant with paging support.
Filtering
The filter bar provides quick access to common criteria:
| Filter | Description |
|---|---|
| Status | Open, completed, or cancelled |
| Priority | High, medium, or low |
| Assigned To | The user responsible for the task |
Grid Columns
| Column | Description |
|---|---|
| Title | Short description of the task |
| Status | Current status displayed as a color-coded badge. Open tasks past their due date show an OVERDUE badge in red |
| Priority | High (red), medium (amber), or low (gray) |
| Assigned To | The user responsible for completing the task |
| Due Date | When the task should be completed. Overdue dates appear in red |
| Contact | Linked contact name |
| Account | Linked account name |
| Lead | Linked lead name |
| Created | When the task was created |
Status Badges
- open — Blue badge for active tasks
- OVERDUE — Red badge for open tasks past their due date
- completed — Green badge
- cancelled — Gray badge with strikethrough text
Creating and Editing Tasks
Click Add to create a new task or the edit icon on any row to modify an existing task.
Task Form Fields
| Field | Description |
|---|---|
| Title | Required. A brief description of what needs to be done |
| Description | Optional longer explanation or notes |
| Status | Open, completed, or cancelled. Defaults to open |
| Priority | Low, medium, or high. Defaults to medium |
| Assigned To | The user responsible for the task |
| Due Date | When the task should be completed |
| Contact | Searchable dropdown to link the task to a CRM contact |
| Account | Searchable dropdown to link the task to a CRM account |
| Lead | Searchable dropdown to link the task to a CRM lead |
When a task status is changed to completed, the completion timestamp is recorded automatically.
Tasks in the Activity Timeline
Tasks appear in the Activity Timeline for contacts, accounts, and leads. When viewing a timeline, tasks are included alongside activities and interactions, showing:
- The task title and due date
- Current status in brackets (e.g., “[open]”, “[completed]”)
- The assigned user
This provides a complete picture of all work related to a given entity.
Overdue Detection
Tasks are automatically flagged as overdue when:
- The task status is open
- The due date has passed
Overdue tasks stand out in the grid with a red OVERDUE badge in the status column and red-colored due date text.