How to work with tasks

You can create and assign tasks for yourself or colleagues to manage work related to:

Set due dates, track progress, and manage execution using configurable task views.

Task view

Access the Tasks section from the left-hand menu to see all tasks displayed in a Kanban-style board.

Use the toggle buttons above the columns to switch between views:
- By status (e.g., To Do, In Progress, Done)
- By due date.

You can also filter tasks by:

Click on any task to view or update its details.

You can customize your company's tasks view by adding, removing, and renaming the Kanban 'swim lanes.'

Tasks are incredibly powerful when associated with a lead, an organization, an opportunity, or a project.

Open any record and use the Tasks tab on the right side of the card to view or assign related tasks.

If a task is connected to a project activity, you can track time against it:

It will appear on your timesheet.
You can use a timer within the task or in your timesheet—great for short work bursts across tasks.