Tasks

Tasks track follow-ups and to-dos, with optional links to accounts or deals depending on field configuration.

Layouts

• List / table — sortable grid with inline edits for supported fields.
• Card view — grouped or visual layout for daily work.

Create tasks

Use Add task to set title, due date, priority, status, and assignee when those fields are available.

Filter sidebar

Tasks use the shared filter sidebar with task-specific fields (status, priority, assignee, dates). Save combinations as named filters for repeat use.

Complete or cancel

Update status to completed or cancelled from inline edit or the task detail sidebar. Completed tasks typically leave the default "today" views depending on filter.