Task Management

Task Management

Tasks ensure that follow-ups never fall through the cracks. Every promise you make to a client should become a task.

Creating a task

You can create tasks from:

• The dashboard — Click Create Task in the quick actions
• A contact page — Click Add Task to link it to a specific contact
• The task list — Click New Task at the top of the list

Each task includes:

• Title — What needs to be done (e.g., "Call John about King West project")
• Due date — When it should be completed
• Priority — Low, Medium, High, or Urgent
• Assigned to — Which team member is responsible
• Linked contact — Optional link to a CRM contact
• Notes — Additional details

Task reminders

Reminders are sent via email at:

• 24 hours before the due date
• At the due date
• When overdue (daily digest of overdue tasks)

Managing tasks

The task list can be filtered by:

• Assigned team member
• Due date range
• Priority level
• Status (pending, completed, overdue)
• Linked contact

Completing tasks

Mark a task as complete from the task list or the contact detail page. Completed tasks remain in the activity timeline for reference.