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Tasks

Published July 07, 2026

A shared task list

The full task list lives in the Workspace tool - clicking Tasks in the CRM sidebar takes you straight there. Tasks are lightweight - a title, a due date, a priority, and an assignee - and can be attached to a contact, a lead, a support ticket, or a campaign, so follow-up work stays connected to the record it belongs to.

Creating and filtering tasks

Click Add Task on a contact, lead, ticket, or campaign to create one already linked to that record - it then shows up right there in a Tasks section, alongside the rest of that record's activity. You can also create a task on its own from the task list. Filter the full list by status, priority, assignee, or due date to find what needs attention.

On your dashboard

A tasks widget on your dashboard surfaces what is assigned to you without needing to open the full list.

Reminders

Turn on the daily digest email under Account > Notifications and it includes your due and overdue tasks each morning, so nothing you own quietly slips past its date. See Notifications and the Daily Digest for how the digest works.

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