Creating and Assigning Tasks

What a task is

A to-do with a title, due date, type (call, email, meeting, or general to-do), status, an assignee, and an optional repeat schedule — optionally linked to a contact, company, or deal so it shows up in context.

Why tasks exist separately from a personal to-do list

A task tied to a contact or deal is visible to your whole team on that record, not just to you — if a colleague opens a deal and sees "Call back Thursday" sitting there, nothing depends on you remembering to mention it.

When to create one

Any time you say "I'll follow up" — the moment you think it, not at the end of the day. A task created in the moment, attached to the right contact or deal, is worth far more than a mental note.

How to create and manage tasks

1. Go to Tasks → New Task, or create one directly from a contact, company, or deal's detail page so it's linked automatically.
2. Set a due date, type, assignee, and — if it's something you do on a schedule (a weekly check-in call, a monthly invoice reminder) — a repeat setting: Daily, Weekly, or Monthly.
3. The Tasks page opens on the Board view by default — a drag-and-drop kanban across Open, In Progress, and Done columns. Switch to List from the toggle at the top if you prefer a sorted, due-date-ordered list instead; your choice isn't remembered between visits, but both views always show the same tasks.
4. Click Edit on any task (in either view) to change its title, type, due date, or repeat setting, or to delete it entirely. Deleting requires the "delete records" permission (see the Team & Permissions article) — the option won't appear otherwise.
5. Use Hide done (next to the view toggle) to tuck completed tasks out of the way once a list gets long, and Show done to bring them back — nothing is deleted, it's just a display filter.
6. Mark a task complete when it's done — this also logs a TASK_COMPLETED activity on the linked record. If the task has a repeat setting, completing it automatically creates the next occurrence with the due date moved forward by the pattern (a weekly task due today spawns a new one due next week) — you never have to manually recreate a recurring task. Tasks have an In Progress status between Open and Done, so you can show a task is actively being worked rather than just open-or-closed.
7. Log time against a task with the +time control next to it — useful if you bill clients by the hour. Logged time shows as hours (e.g. "⏱ 1.5h") on the task row.

Plan limits

Like contacts and deals, tasks count against your plan: Starter allows up to 10, Growth up to 50, and Scale is unlimited. Completed tasks still count — deleting old finished tasks (or upgrading) is the way to free up room if you're near the limit. See "Understanding Plans and Pricing" for the full table.