1. Select New task in the top bar, or on the Tasks page.
2. Optional: choose a Template, such as New install.
3. Enter a Title.
4. Choose a Type: Install, Follow-up, Renewal, Compliance, Warranty or Custom.
5. Set the Priority: Low, Normal or High.
6. Optional: set a Due date. Tasks are due at 5 PM in your company's time zone.
7. Choose the Assignee. It defaults to you.
8. Optional: under Related to, search for the prospect, account, location or asset the task is for.
9. Optional: add a Description.
10. Select Add task.
Tab | Shows |
My tasks | Tasks assigned to you |
All tasks | Every task in the company (Owners and Admins only) |
Overdue | Unfinished tasks past their due date |
• Switch between List view and Board view. On the board, drag a task to change its status.
• Tick the checkbox on a task to mark it Done.
• Turn on Show done to include Done and Cancelled tasks.
Status | Meaning |
Open | Not started |
In progress | Started |
Done | Finished |
Cancelled | No longer needed |
Select a task to change its Status or Assignee and tick checklist items. Editing the title, due date or description isn't available yet.
On the day a task is due, its assignee gets a Task due today notification at 6 AM.