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Tasks

Capture a piece of work in seconds and keep it tied to the right account.

Most of your queue is generated for you and lives in Action Hub: reminders, workflow steps, and best-practice recommendations. Tasks are for the work you think of yourself, and quick-create lets you capture one without leaving what you are doing.

Quick-create

Press T anywhere in the app, or click the + in the side navigation, and a lightweight modal opens. Type the task and submit with Enter.

The modal keeps the essentials one click away:

  • Title: what needs doing. Dates you type in the title, like "follow up Friday", are detected and set the due date for you.
  • Company: the account the task belongs to. This is required, so if you submit without one, the company picker pops up to finish the job.
  • Assignee: defaults to you, and you can reassign to any teammate.
  • Due date and Description: optional, set them from the same modal when you need them.

Create more

Flip on Create more to keep the modal open after each task, with the company and assignee preserved, so you can capture a batch of items in one sitting. Leave it off and the modal closes as soon as the task is created.

One task, every view

A task shows up everywhere it is relevant: your Action Hub queue, the Tasks tab on the account it belongs to, and the count in the side navigation. Completing it anywhere clears it everywhere.