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Tasks
Your work queue — calls, emails, follow-ups and to-dos, tied to the record they are about.
Workspaceabout 3 min
By the end you'll be able to
- Create a task against a contact, company or deal
- Work your queue without leaving the page
- Reassign or reschedule in one click
Walk through it
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"New task" asks for a title, an optional description, a type (Call, Email, Follow-up or To-do), a due date and an assignee. Attach it to a contact, company or deal so it shows up on that record's timeline too.
The record pickers can create the contact, company or deal inline if it does not exist yet — no need to leave the dialog.
Good to know
- You get a "due soon" notification for a task 24 hours before it falls due — in the bell, and by email unless you have turned email notifications off in Preferences. It is sent once per task.
- Reminders go to the task's owner and nobody else, so an unassigned task never reminds anyone. If automation created it, the assignment came from the workflow's "Create task" step.