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Tasks keep your team organized by consolidating all action items in one place. You can create tasks linked to contacts, opportunities, companies, or custom objects, assign them to team members, set due dates, and monitor progress from a central dashboard.

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Accessing tasks

Navigate to Contacts > Tasks to see a full view of all tasks across your account.
Tasks overview
Tasks list with column details

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Task categories

The task list is divided into four categories:
  • All — every task in the system
  • Due Today — tasks due by end of the current day
  • Overdue — tasks that have passed their due date without completion
  • Upcoming — tasks with future due dates
Task category tabs

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Creating a task

1

Open the task creation form

In the Tasks tab, click + Add New Task. Alternatively, click + Add in the Tasks section of any individual contact record.
2

Enter a title

Give the task a clear, descriptive title for easy identification.
3

Add a description (optional)

Provide context or instructions for the assignee. A clear description ensures tasks are executed efficiently.
4

Set a due date

Assign a due date to establish a deadline and help your team prioritize.
5

Set up recurring tasks (optional)

Enable the Recurring Tasks toggle to automatically re-create the task at a set interval.
  • Repeats Every — define the recurrence frequency (e.g., daily, every two weeks, monthly)
  • End Date — set when the recurrence stops
Recurring tasks show a cycle icon in the Due Date column. Hover over the icon to see the recurrence frequency.
6

Link to a contact or other objects

Use the Contact field to associate the task with a specific contact. For tasks that span multiple records, open the Associate To menu and select one or more object types (contacts, opportunities, companies, custom objects). Click + Add to select specific records. Up to 10 of each object type can be linked per task.
7

Assign to a team member (optional)

Select an assignee from the dropdown to notify that team member and make them responsible for the task.
8

Save the task

Click Save to add the task to your list, Save and Add Another to create an additional task immediately, or Cancel to discard.
Task creation form

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Filtering and sorting tasks

Use the Assignees filter to show tasks assigned to specific team members or tasks that are currently unassigned.
Assignee filter
Filter tasks by Pending or Completed status to prioritize active work.
Select an assignee to make a specific team member responsible for completing the task.
Task assignee selection
Check the checkmark icon on any task row to mark it as completed.
Complete task button
Click the delete icon in the Actions column to permanently remove a task.
Delete task button

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Viewing tasks on a contact record

Tasks linked to a specific contact are visible directly within that contact’s record.
Tasks in contact record

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Task table columns

ColumnDescription
StatusCheck the checkmark icon to mark a task as completed
TitleClick the task title to open the linked contact record
DescriptionBrief overview of the task’s requirements
Associated ContactsThe contact or object linked to the task
AssigneeTeam member responsible for the task
Due DateDeadline; recurring tasks show a cycle icon
ActionsEdit or permanently delete the task

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Multi-object tasks

A single task can be linked to multiple contacts, opportunities, companies, or custom objects — eliminating the need to create separate tasks for related records. To add multiple objects to a new or existing task:
  1. Open the task creation or edit form
  2. Open the Associate To menu and select the object types to include
  3. Click + Add to select specific records (up to 10 per object type)
  4. Click Save
Multi-object tasks appear in the Tasks tab of every linked record, keeping all related parties informed of outstanding action items.
Last modified on March 22, 2026