How to work with tasks

You can assign tasks to yourself and others for jobs on:

Assign due dates and monitor the execution in configurable task views.

Task view

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

Use the toggle buttons above the columns to switch between task views organized by status or due date.

You can also apply these filters to tasks:

Click on a task to open the individual task and manage the task 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.

Each entity has a tab on the right side of the card where you can find, assign, and manage all the tasks for that entity.

You can track time on a task when you have associated it with a project activity. These tasks will appear in your timesheet.

You can use a timer in the task or your timesheet for short work stints across many tasks.