Add a task

On a contact's or a deal's page, use the Tasks box: type the task, pick a due date and (for managers) who it is for. CRM, Tasks lists them all.

Open a task

Click a task anywhere to open its page. There you can rename it, change the date or the person, add a description, write updates as things happen, mark it done, or delete it. A task keeps its own record of being reassigned, re-dated and finished.

Repeating tasks

On the task's page set Repeats. When you mark it done, the next one is added with its due date moved on.

Notes

Use Log a call or note on a contact or deal. You can Edit or Delete a note you wrote, and Make a task from any entry on the timeline.

Where tasks show up

On your dashboard for the next seven days, in Scheduling's calendar on their due date, and on your Google or Outlook calendar if you have connected one.