Every call to return, proposal to send and meeting to book is a task. They live on a board of their own, and on the deal they belong to.
The Board
Four columns: Pending, In Progress, Overdue and Completed. Drag a card between them to change its status. Overdue cards carry how many days past due they are, so a task that slipped yesterday looks different from one that slipped three weeks ago.
A scope toggle at the top decides what you are looking at:
- My tasks - only yours
- Team tasks - everyone on your team
- All tasks - the whole organisation
Creating One
A task carries a title, a type, a priority, a due date, the deal, contact or organisation it belongs to, and the person it is assigned to.
Tip
Link the task to its deal when you create it. That is what makes it appear on the deal record, so someone opening the deal sees the outstanding work without going looking for it.
The Nine Types
Typing a task is not bureaucracy - it is what lets you see that a rep has fourteen proposals to send and no meetings booked.
| Type | Use it for |
|---|---|
| General | Anything that does not fit below |
| Follow-up Call | Returning a call, or following up after one |
| Send Proposal | Drafting and sending a proposal |
| Schedule Meeting | Booking time with a client |
| Send Invoice | Raising an invoice from the deal |
| Review Document | Checking a contract or proposal before it goes out |
| Client Onboarding | Setting up a client after the deal closes |
| Research | Background work before an engagement |
| Internal | Work that never touches the client |
Working Them
The fastest way to create a task is from the deal itself, using the action bar on the record - see Deal Records. It arrives already linked, already in context.
Tasks can also be created automatically. A pipeline can raise a follow-up when a deal goes stale, which is the difference between noticing a cold deal and doing something about it. See Pipeline Settings.
Common Questions
What is the difference between a task and a note? A note records something that happened. A task records something that must happen, with an owner and a date. Notes are backward-looking, tasks are forward-looking, and both sit on the deal.
Does completing a task move the deal? No. Tasks track work, stages track the deal. Moving a deal is always a deliberate act.
Who sees my tasks? Anyone using the team or organisation scope. Tasks are work, not private notes.
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