Tasks show you what needs to be done next. Instead of relying on memory, your work is listed, visible, and trackable.
Why this matters
Without a system, work looks like this:
“I need to follow up with them”
“I’ll call them later”
“I’ll remember that”
And then…
it gets delayed
it gets forgotten
it piles up
That’s not a discipline problem. It’s a visibility problem.
Tasks fix that. They give every action a place so you can see it and complete it.
What you will do
You will:
Open your task list
View what needs to be done
Complete a task
Create new tasks as needed
Where to go
Step 1 — Understand your task list
Inside the Tasks tab, you’ll see:
A list of tasks
Due dates
Status (pending or complete)
Assigned user
You’ll also see built-in views like:
Due Today
Overdue
Upcoming
These update automatically.
Step 2 — See what needs attention
Start with:
Due Today
Overdue
This shows you what needs to be done right now. No guessing. No searching.
Step 3 — Complete a task
When you finish something:
That’s it. The system updates immediately.
Step 4 — Create a task
If something needs to be done:
Now it’s tracked.
Where tasks come from
Tasks don’t always need to be created manually. Some are already created for you.
From the Starter Pack:
Referrals create a follow-up task when a new referral is received
Networking creates a task if a lead does not respond
Tasks can also be created:
manually
from contact records
through workflows and automation
What happens next
Once tasks are in place:
You can see what needs to be done
You don’t rely on memory
You can work through tasks instead of reacting randomly
This is where consistency starts.
Where to look
Tasks appear in:
Tasks tab (main list)
Contact records (linked tasks)
This keeps work connected to the right person.
Helpful resources
Keep it focused:
What to ignore for now
You do not need:
advanced filtering
bulk actions
recurring task strategy
task automation setup
Those come later. Right now, you just need a clear list of what needs to be done.
Important note
Tasks are not meant to overwhelm you.
They are meant to replace:
“I need to remember that”
with:
“It’s already tracked”





