Tasks: follow-ups with due dates

The Tasks view lists follow-up to-dos. Tasks are linked to a specific lead, carry a title, due date, and priority, and appear both here and on the lead's own detail drawer. Overdue items are listed; they do not auto-complete or block other work.

Create a task

1. 1Open the Tasks view and click New task.
2. 2Give it a title (for example, 'Follow up on proposal').
3. 3Attach it to the relevant lead, set a due date, and choose a priority: High, Medium, or Low.
4. 4Save. The task now shows in the list and in that lead's Tasks tab.

Work the list

• Priority colors — High, Medium, and Low are color-coded so urgent items pop.
• Overdue labels — tasks past their due date are flagged. They stay on the list until you complete or delete them.
• Complete — check a task off. The default Pending filter hides it; switch to Completed or All to see it. Uncheck to restore it as pending.
• Delete — remove a task that's no longer needed.

Next steps

• Automate task creation from pipeline changes.
• See tasks inside each lead's drawer.
• Use the playbooks for stage checklists.