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Tasks help you stay organized and manage your relationships effectively. With tasks, you can track client and prospect activities and follow-ups, collaborate with team members, manage project deadlines and priorities, monitor progress on client deliverables, and much more.

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Task creation

Tasks are created from multiple sources, including:
  • Action items from meeting notes.
  • Milestones from projects.
  • Steps in a sequence.
  • Asking your AI assistant to create a task.
  • Manual creation from the Tasks page or a contact’s page.

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Key features

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Task status

Tasks are divided into two statuses:
  • To do - Active tasks that need to be completed. Tasks are bucketed under categories like “Today,” “This week,” and “Upcoming” based on the task’s due date.
  • Done - Completed tasks.

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Task properties

  • Title and description.
  • Due date (optional).
  • Assignee.
  • Household (optional).
  • Collaborators (optional).
A collaborator is a team member who is notified when a task is updated. It’s a convenient way to ensure that a team member is aware of a task and can help with its completion.
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