Tasks help you stay organized by tracking the to-dos tied to your contacts and your team. This section gathers everything you need to understand, create, and manage Tasks within your CRM.

Frequently Asked Questions #

What are Tasks in the CRM? #

Tasks are to-do items you can create and assign to keep track of follow-ups and action items tied to your contacts and team.

What will I find in the Tasks section? #

This section includes an overview of Tasks, how to create a task, and how to set up multi-object tasks.

Who can use Tasks? #

Anyone managing contacts or coordinating follow-ups can use Tasks to stay organized and ensure nothing slips through the cracks.

Can Tasks be assigned to specific people? #

Yes. Tasks can be created and assigned so the right team members know what needs to be done.

Where should I start with Tasks? #

Begin with the Tasks Overview, then read “How to Create a Task” to start adding your own.