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Tasks are action items you create, assign, and track across your practice. Use them to manage client follow-ups, project deliverables, team responsibilities, and day-to-day operations.

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Where tasks come from

Tasks are created from several sources:
  • Manual creation from the Tasks page or a record’s page
  • AI assistant requests to create tasks
  • Meeting notes that generate action items
  • Projects that create tasks from milestone templates
  • Sequences that add tasks as enrollment steps
  • Workflows that trigger task creation automatically

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Task properties

Each task includes the following fields:
  • Title — a short name for the task (required)
  • Description — detailed instructions or context
  • Due date — optional deadline, set as all-day or a specific time
  • Priority — urgent, high, medium, or low
  • Label — a color-coded tag for categorization and filtering
  • Assignee — the team member or team responsible for completing the task
  • Relationship — link to a client, prospect, other contact, or business
  • Collaborators — team members who receive notifications when the task is updated
  • Attachments — files attached to the task (up to 20)
  • Comments — threaded discussion on the task

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Task statuses

Tasks have two statuses:
  • To do — active tasks grouped by due date: Today, This week, Upcoming, and No due date
  • Done — completed tasks with a recorded completion timestamp and completing user

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Filtering and sorting

Use the Filter button on the Tasks page to narrow your task list by:
  • Assigned to (user, team, or unassigned)
  • Priority
  • Label
  • Status
  • Due date
  • Project
  • Household type (client or prospect)
  • Collaborator
Sort tasks by due date or priority using the sort options in the toolbar.

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Multi-select

Press Shift to toggle multi-select mode. Click tasks to select them, then use the selection bar to:
  • Mark tasks complete or incomplete
  • Change the assignee
  • Update priority
  • Update labels
  • Delete tasks
  • Update due dates
Press Escape to clear your selection.

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Next steps

Creating tasks

Create and assign new tasks

Managing tasks

Edit, comment on, and delete tasks

Recurring tasks

Set up tasks that repeat on a schedule