Create a task from a contact’s Add Interaction > Add Task menu, with a title, a due date and the teammate responsible. Tasks aren’t available on the Basic plan.
Create a task
- Open Contacts and select the contact.
- Select Add Interaction, then Add Task.
- Enter a Task Title.
- Choose a Due Date.
- Optional: choose a teammate in Assign User.
- Optional: add details in Notes.
- Select Save.
Find and finish tasks
An open task stays at the top of the contact’s timeline, ordered by due date, until you complete it. It shows the title, the Due Date and the Owner.
- Select Mark as completed on the task when it is done. It moves into the timeline as "completed a task".
- Select the three-dot menu and choose Edit to change the Task Title, Assign User, Date Created, Due Date or notes. Choose Delete to remove it.
Open tasks also appear on the dashboard under Outstanding Tasks. Each row shows the contact, the task and either "Overdue" or "Due in" with a number of days. The row’s menu has mark as complete, edit task and delete task, and See all tasks opens the Outstanding Tasks list in Contacts.
To see every contact that has an open task, or only overdue ones or ones assigned to you, use the Outstanding Tasks list in Built-in smart lists. You can also filter by task with Filters > Tasks.