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Tasks

The Tasks module helps you and your team stay organized by creating and tracking actionable to-dos linked to your CRM records. Assign tasks to team members, set due dates, and monitor progress to ensure nothing falls through the cracks.

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Key Concepts

  • Task ownership: Each task can be assigned to a specific user who is responsible for completing it
  • Due dates: Tasks support due dates to help prioritize work and surface overdue items
  • Linked records: Tasks can be associated with other CRM records such as contacts, leads, or deals for full context

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Guides

Managing Tasks

Learn how to create and search for tasks in Blank CRM

Managing Tasks

Learn how to create and search for tasks in Blank CRM