When you create a task, you have to assign them a due date. This means that this task should be finished at any date and time before this due date.
To make sure you finish your tasks on time, you can start working on them from the Tasks page sequentially. You can also filter your most urgent tasks to focus on them. If you've not finished some of your tasks on time, you can also filter your overdue tasks to try and finish them as soon as possible.
Manage your tasks
You can easily keep track of your current tasks and work on them from the Tasks page:
- Go to Deals > Tasks.
- (Optional) Click Add filters to filter the tasks you want to work on.
- Click Start ## tasks. The associated object (contact, deal, or company) details page opens, or the task modal if there is no associated object.
- From the taskbar you can:
- Click All your tasks and select another task to work on in the To do tab, and see the tasks you've completed since you started working on them in the Done tab.
- Click Next task to go to the next task in your listing.
- From the details page you can expand your task in the Upcoming activities section to see more information about your task.
- From the taskbar you can:
- Once you have completed a task, click Mark as done to get started on the next task.
View your most urgent and overdue tasks
From the Tasks page, you can see your tasks due today or this week, and your overdue tasks by selecting the corresponding tab. You can also select a specific period of time.
From the Deals page, you can view your overdue tasks by filtering your deals using the Activities > Has overdue task filter:
⏭️ What's next?
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