CRM Daily Work
Tasks
Creating a task, giving it an owner and a date, and working the task list so nothing quietly falls off.
Last updated September 2, 2026
A task is something someone has to do, on a date, usually for a contact or a company. It is the smallest unit of work in the CRM and the one that decides whether follow-up actually happens.
Creating one
| Field | What to put in it |
|---|---|
| Task Name | What has to be done, in plain words. "Send the fleet quote" beats "Follow up". |
| Task Type | What kind of work it is, for reporting. |
| Priority | How it sorts against everything else on the list. |
| Due Date | The day you will actually do it. |
| Assigned To | Whose job it is. |
| Description | Anything the person doing it needs to know. |
Create tasks from the contact or company they belong to and they are linked automatically — which is what makes them show up in the right places later.
Working the list
- My Tasks for your own day; All Tasks to see what the team is carrying.
- Due Today or Overdue is the only filter most people need in the morning.
- Move a task to In Progress when you start it and Completed when it is done.
- Turn on Show Completed only when you are looking back at what was done.
Habits that make tasks work
- Book the next task before you end the call. A task you plan to create later is not created.
- Use dates you mean. Everything dated today, forever, is the same as no dates at all.
- Complete tasks as you do them, so overdue means overdue.
REASSIGNING A CONTACT DOES NOT MOVE ITS TASKS
A task keeps the owner it was given. When someone leaves or a patch is shared out, filter the task list by that person and reassign their open tasks as a separate step.