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Track Work with Tasks

Use tasks to keep track of what needs to be done so nothing gets missed or forgotten.

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:

  1. Open your task list

  2. View what needs to be done

  3. Complete a task

  4. Create new tasks as needed


Where to go

  1. Click Contacts

  2. Click Tasks (top menu)


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:

  1. Click the circle next to the task

  2. Mark it as complete

That’s it. The system updates immediately.


Step 4 — Create a task

If something needs to be done:

  1. Click + Add Task

  2. Enter:

    • Title

    • Due date (recommended)

    • Assignee (optional)

  3. Click Save

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”

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