Who This Is For / When to Use
Use the Tasks Tab if you need to:
Track follow-ups and internal work
Assign tasks to team members
Automate recurring work
Filter and sort tasks at scale
Accessing the Tasks Tab
Open Contacts from the left navigation.
Select Tasks from the top menu.
The Tasks list opens with default smart views.
Understanding Task Views (Smart Lists)
The Tasks Tab includes predefined views:
All – Displays all tasks in the account
Due Today – Tasks due today
Overdue – Tasks past their due date
Upcoming – Tasks due in the future
Each view updates automatically based on task due dates.
Creating a New Task
Click + Add Task in the top-right corner.
Enter the required and optional details:
Title (required)
Description
Due date and time
Assignee
Associated objects
Click Save.
Task Details and Fields
Each task can include:
Title and description
Due date and time
Assigned user
Status (pending or complete)
Associated records
Tasks support rich text descriptions and character limits.
Associating Tasks With Records
Tasks can be linked to multiple records at the same time.
Supported associations include:
Contacts
Opportunities
Companies
Custom objects
Associations improve visibility and collaboration across teams.
Creating Tasks From a Contact Record
You can add and manage tasks directly from a contact record.
Open a contact.
Go to the Tasks tab on the far right.
Add a new task.
Searching for Tasks
Use the search bar to find tasks by title.
Search updates results instantly and works alongside filters and sorting.
Filtering Tasks
Use filters to narrow down large task lists.
Available filters include:
Assignee
Status
Due date
Associated contacts
Filters can be combined for precise results.
Using Advanced Filters
Advanced Filters allow you to filter by additional task fields.
Filter groups include:
Task information
Associations
System timestamps
Use Advanced Filters for reporting or high-volume task management.
Sorting Tasks
Tasks can be sorted using the Sort option.
Sort by:
Due date
Title
Created date
Updated date
Sorting works alongside filters and smart views.
Marking Tasks Complete or Pending
Each task includes a status toggle.
Check the circle to mark a task as complete
Uncheck to return it to pending
Status updates immediately.
Editing or Deleting Tasks
Use the Actions column for individual task management.
Available actions:
Edit task
Delete task
Changes apply instantly.
Bulk Task Actions
You can manage multiple tasks at once.
Select tasks using the checkboxes.
Choose an action:
Mark as done
Mark as pending
Delete
Bulk actions save time when managing large task lists.
Creating Recurring Tasks
Recurring tasks automate repeated work.
Create a new task.
Enable Recurring tasks.
Configure:
Frequency (days, weeks, months)
End condition
Overdue behavior
Save the task.
Identifying Recurring Tasks
Recurring tasks display a repeat indicator next to the due date.
Hover over the icon to see recurrence details.
Customizing Task Columns
Use Manage Fields to control which columns appear.
You can:
Show or hide fields
Reorder columns
Focus on only relevant data
Common Issues and Fixes
Task not appearing: Check active filters and views.
Wrong due date: Confirm timezone shown in the column header.
Recurring task not generating: Verify recurrence settings and end conditions.
FAQ
Can I create tasks without linking them to a contact?
Yes. Tasks can be created without associating them to any record.
Can one task be linked to multiple records?
Yes. A single task can be associated with Contacts, Opportunities, Companies, and Custom Objects at the same time.
Can recurring tasks be edited?
Yes. You can edit future occurrences or individual instances from the Tasks Tab.
Are deleted tasks recoverable?
Deleted tasks can be restored if recovery options are enabled for your account.
Can tasks be created automatically?
Yes. Tasks can be created automatically using workflows and automation triggers.