Franchise Development Candidates
Tasks
Adding and completing tasks on candidates and deals, and working the team-wide Tasks page.
Last updated September 7, 2026
Tasks are the promises the development team makes: send the application pack, call back Thursday, chase the financing letter. They live on the candidate or the deal they are about, and roll up onto the Tasks page in the left menu.
Adding a task
- On a profile or deal page, click Add on the Tasks card.
- Type what needs doing and, if it has one, a Due date.
- Click Save. The task shows on the card and on the Tasks page.
Completing a task
Tick the box next to a task. It is marked complete with the time, and the completion is written to the timeline of the candidate or deal it belonged to. Untick it if you got it wrong. Show completed on the card reveals finished tasks.
The Tasks page
- By default it shows open tasks — Pending and In progress — ordered by due date with overdue ones marked in red.
- Filter by Status to see completed or cancelled tasks, and by Due for Overdue, Due today or This week.
- Each row links to the candidate it is about, and the tick completes it from here.
THE DASHBOARD COUNTS THESE
Tasks overdue and tasks due today on the dashboard are the same tasks. Clearing them is the quickest way to make the dashboard honest.