Tasks are the best way to stay on top of all your opportunities. Keep track of what's been done, what need's to be done, and who is on it.

Adding a Task

One of the main ways to add a Task to a Company or Person is via their profile page. If you click the Task tab on a profile page it will show you all current tasks for that entity and allow you to add more.

You can also add tasks through email commands, the overview sidebar, our Chrome extension, or with keyboard shortcuts.

Tagging Colleagues

To tag a colleague or team in a Task use '@', e.g. '@Nick follow up'. Your colleague or the team will be notified according to their Notification Preferences.

Due Dates

Tasks support dates and deadlines using natural language. For example the following task content would create a task with a deadline of the upcoming Friday at 8 am:

Review pitch by Friday at 8 am

The language processor responsible for dates is versatile and supports both absolute and relative dates. The following examples will all produce valid tasks with deadlines:

  • Read the pitch deck next Monday 
  • Ring Juliet at 2PM on Friday 
  • Attend the board meeting at 11am October 15th 
Did this answer your question?