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Tasks

Stay on top of things and collaborate with your team by creating, assigning, and tracking tasks.

Creating Tasks

  • Use the keyboard shortcut t anywhere in the platform to open the task modal
  • Open search with cmd + K  then select Create task from the list of quick actions

Task content:

  • Type @ followed by a contact name to tie the task to a record
  • Type @ followed by a Members name to assign the task
  • Use natural language to set due dates when creating reminders such as call Tuesday at 7pm , follow up next week, or check-in in September

The Tasks Page

  • The Tasks page, found on your sidebar, hosts all tasks from across the workspace
  • Switch between My Tasks or All Tasks in the top right of the page
  • Show completed tasks for an overview of what's been done
  • Edit tasks to update assignees, due dates, or any other content

Tasks on Contact pages

  • Each of your contacts also has a dedicated tasks tab on their page
  • You can manage and create new tasks here exactly like on the Tasks page
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