Tasks & Activities

Tasks

What is a Task?

A Task is an action item — something that needs to be done by a specific date. Tasks help you stay on top of follow-ups, deadlines, and to-dos.

Creating Tasks

From anywhere:

1. Go to Tasks → Click + New Task
2. Fill in:
   • Subject — What needs to be done
   • Due Date — Deadline
   • Priority — High, Medium, Low
   • Assigned To — Who should do it
   • Related To — Link to a Lead, Contact, Deal, or Account
   • Description — Additional details

From a Lead/Contact/Deal:

1. Open any record → Go to Tasks tab
2. Click + Add Task
3. Task auto-links to that record

Task Fields

Field	Description
Subject	Task title
Due Date	When it's due
Priority	High, Medium, Low
Status	Not Started, In Progress, Completed, Deferred
Assigned To	Responsible person
Related To	Linked record (Lead/Contact/Deal)
Description	Details and instructions
Reminder	Email/notification before due date

Task Views

My Tasks — Tasks assigned to you

• Today's tasks
• Overdue (highlighted in red)
• Upcoming this week
• Completed

All Tasks — Team-wide view (managers/admins)

Task Notifications

• In-app notification when a task is assigned to you
• Overdue alerts when tasks pass their due date
• Reminders — configurable (1 hour, 1 day before)
• Badge count in the sidebar shows pending tasks

Completing Tasks

1. Open a task → Click Mark Complete
2. Or use the checkbox in the list view
3. Completed tasks move to the "Completed" section

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Activities

What is an Activity?

Activities are logged interactions — calls made, emails sent, meetings attended, notes added. They build the complete history of your relationship with a lead/contact.

Types of Activities

Type	Description
Call	Phone call (logged automatically or manually)
Email	Email sent or received
Meeting	In-person or virtual meeting
WhatsApp	WhatsApp message sent/received
Note	Internal team note
Task	Task created or completed
Stage Change	Lead/Deal moved to new stage

Logging Activities

Automatic:

• Calls via click-to-call → auto-logged
• Emails sent from CRM → auto-logged
• WhatsApp messages → auto-logged
• Stage changes → auto-logged

Manual:

1. Open a lead/contact/deal → Click Log Activity
2. Select type (Call, Meeting, Note)
3. Add details:
   • Date and time
   • Duration (for calls/meetings)
   • Outcome/notes
   • Next steps
4. Save

Activity Timeline

Every record has a Timeline showing all activities in chronological order:

• Most recent at top
• Color-coded by type
• Expandable details
• Filterable by type

Meeting Log

For meetings:

• Date, time, duration
• Attendees (internal + external)
• Location (physical address or video link)
• Agenda
• Minutes/Notes
• Outcome
• Next steps / follow-up tasks

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Notifications

Task Notifications

• New task assigned to you
• Task due today
• Task overdue
• Task completed by team member

Activity Notifications

• Someone logged activity on your lead/deal
• New WhatsApp message received
• Email reply received
• Deal stage changed

Notification Settings

Configure in your profile → Notification Preferences:

• In-app notifications (on/off per type)
• Email notifications (on/off per type)
• WhatsApp notifications (for critical items)

Tips

• Create tasks after every call — Never lose a follow-up
• Set realistic due dates — Overdue tasks lose urgency if there are too many
• Use priorities — Focus on High priority first
• Link tasks to records — Easy to find context later
• Review daily — Start each day by checking today's tasks
• Log all interactions — Complete history helps the whole team