Using the Tasks App

Don't let relationships fall through the cracks. Tasks keeps the conversation moving forward by putting the next step somewhere other than your memory.

Installing

Add Tasks from the Apps marketplace. It adds a Tasks item to your sidebar and a widget to your dashboard.

Creating a task

A task can stand alone, but it's most useful attached to a contact — that way it appears both in your task list and on that person's record.

Each task carries:

• Title — what needs doing.
• Contact — who it concerns.
• Assigned to — who's doing it. Tasks can be assigned to anyone in the workspace.
• Due date — when.
• Priority — how urgently.
• Notes — context for whoever picks it up, including future you.
• Tags — for grouping and filtering.

Recurring tasks

A task can repeat on a pattern. This is what you want for the quarterly check-in you keep meaning to institutionalize — set it up once and it keeps coming back rather than depending on somebody remembering.

Subtasks

Tasks can have a parent. Use this to break "Onboard the new member" into the five things that actually constitute onboarding a new member, while keeping them grouped.

Task templates

Templates are the app's best feature and the least discovered one.

A template is a sequence of tasks timed out over a period. Build it once — "day 1: welcome call, day 3: send packet, day 14: check in, day 30: ask for referral" — and then apply it to a contact to generate the whole sequence with dates calculated from the start.

If your team has a process it runs repeatedly, a task template turns that process from tribal knowledge into something that happens.

Working your tasks

The Tasks page lists what's assigned to you, with what's overdue surfaced first. Check a task complete as you go. The dashboard widget gives you the same view without leaving home.