Stay on top of things and collaborate with your team by creating, assigning, and tracking tasks.
The Tasks Page
- The Tasks page, found on the top of your Sidebar, hosts all tasks from across the Workspace.
- Switch between
All Tasksin the top right of the page.
- Show completed tasks for an overview of what's been done.
- Edit tasks to update assignees, due dates, or any other content.
Tasks on Records
- Each record also has a dedicated Tasks tab on their page.
- You can manage and create new tasks here exactly like on the Tasks page.
+ Add Taskunder
Todayto create a new Task.
@and a Members name to mention to assign a task.
@and a Company or Contact name to link a record.
- Use natural language to set due dates when creating reminders such as
call Tuesday at 7pm,
follow up next week, or
check-in in September.
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