Tasks

Tasks keep follow-ups from slipping. Create them standalone from the Tasks page or attach them to a lead, booking, event, contact, or account from that record's Tasks tab.

Anatomy of a task

Title, optional due date, assignee, and the record it relates to. Tasks assigned to you generate a notification.

The Tasks page

Two lists: Outstanding (open, sorted by due date — overdue items are flagged) and Completed. Filter to my tasks or a teammate's.

Where tasks show up

Open-task counts appear on the record they're attached to — including the small counter chips on the Events list — so nothing hides.