Tasks
Tasks keep your follow-ups and to-dos organized so nothing slips. They can stand alone or be tied to the people, companies, and deals they relate to.
Where to find it
Open Tasks from the sidebar.
Working with tasks
- Create a task with Add Task, giving it a title, assignee, priority, due date, and status.
- Filter and sort by status, priority, assignee, or due date to focus on what's next.
- Save a view of your filters as a favorite for one-click access.
Tasks created from a record (for example, a follow-up task on a deal) stay linked to that record, so they show up in its timeline.
Tip: After moving a deal to a new stage, Prerak offers to schedule your next activity — an easy way to keep follow-up tasks flowing without leaving the pipeline board.
Manager action items
Where to find it: Tasks → Manager action items.
Managers get a dedicated view of action items that need their attention, separate from their personal task list.