Sales automation
Tasks: never miss a follow-up
Answer: Tasks are follow-up to-dos attached to individual leads with priority and due dates. Overdue items stand out at a glance, and you check them off as you work.
Create to-dos for individual leads with priorities and due dates, spot overdue items at a glance, and check them off as you work.
4 min readOpen this feature
The Tasks view is your personal follow-up list. 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 so nothing falls through the cracks.
Create a task
- 1Open the Tasks view and click New task.
- 2Give it a title (for example, 'Follow up on proposal').
- 3Attach it to the relevant lead, set a due date, and choose a priority: High, Medium, or Low.
- 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 immediately, so nothing quietly expires.
- Complete — check a task off and it disappears from the list.
- Delete — remove a task that's no longer needed.
Pro tip: Tasks shine when paired with automations. You can build an automation that creates a task automatically when a lead changes status — for example, 'When a lead becomes Qualified, create a high-priority task: book a demo.' See the Automations tutorial.