Keep track of tasks

A task is a reminder to do something. Tasks that are due show up on Home under Waiting on you, so nothing gets forgotten.

Add a task

1. Open Tasks, inside Contacts.
2. Choose Add task.
3. Say What needs doing.
4. Add a Due date, and a Time if it matters. Leave the time blank for any time that day.
5. Pick who it's Assigned to, and link it to a Contact or Company if it's about them.
6. Choose Add task.

In a hurry? Type into the Add a task box at the top of the page. You can also add tasks from a contact's page.

Work through your tasks

Tick the box beside a task to complete it. The buttons at the top show Due today, Overdue, Upcoming and Done, and you can switch between My tasks and All.

Let automations add them

A workflow can create a task with the Create a task step, such as "Call {{first_name}} back" the day after a form comes in. See Build your own automation.