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Tasks

How to create and track tasks

On the contact record, open Tasks and click Add Task; enter a title, due date and time, choose who it's assigned to and save. To see and track all your team's tasks (including internal tasks with no contact), go to Contacts › Tasks.

Updated on

Before you start

  • You need access to Contacts.
  • To assign a task to a teammate, they must be a user on your account.
Where to find it

Contacts › Tasks (all tasks) or contact record › Tasks › Add Task

Step by step

Create a task on a contact

  1. In Contacts, click the contact's name to open their record.
  2. In the top-right corner (right panel), click the Tasks icon.
  3. Click Add Task.
  4. Enter a Title (required), for example "Call to confirm quote".
  5. (Optional) Click Add description and write instructions or context.
  6. Choose the due date and time.
  7. Under Assign to, choose the user responsible.
  8. Click Save, or Save and Add Another to create more tasks in a row.

Create a repeating task

  1. In the task form, turn on Recurring task.
  2. Under Repeats every, set the interval (for example, 1 week).
  3. Under Ends on, choose Never, On (a date) or After (a number of repetitions).
  4. If you want the next task to be created even when the previous one is overdue, turn that option on.
  5. Click Save.

Create an internal task (no contact)

  1. Go to Contacts › Tasks.
  2. Click Add Task and fill in the details without choosing a contact.
  3. Save. You can add or change the contact later by editing the task.

Track and complete tasks

  1. In Contacts › Tasks (or the record's Tasks tab), use the filter icon to view tasks by assignee or status. To see only internal tasks, filter the contact by Unassigned.
  2. Use the sort icon to sort by due date or creation date.
  3. To complete a task, mark it as done.
  4. To change or remove a task, click its three-dot menu and choose Edit or Delete.

Tips

  • To create tasks automatically with dynamic dates (for example, "2 days after the form is submitted, at 5 PM"), use the Add Task action in Automation › Workflows.
  • Start task titles with a verb ("Call", "Send", "Confirm") so the list is easier to scan.

Common problems

  • The Save button stays disabled → The Title is missing, and it's required.
  • My teammate isn't listed under Assign to → They're not a user on the account yet. Ask an admin to invite them in Settings › My Staff.
  • I can't find a task → Check the assignee and status filters on the task list; they may be hiding other users' tasks or completed ones.
  • I deleted a task by mistake → Deleting a task is permanent. Create it again.

Frequently asked questions

Can I create tasks from an opportunity?

Yes. Opening an opportunity shows the same task panel as the contact record.

Do recurring tasks work on contacts and opportunities?

Yes, on every record that has a tasks tab.

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