Tasks can be used to remind your team and yourself when something needs to be done. It could be a follow-up call, sending an infographic, or preparing a sales pitch.


You have the following options to add tasks:

Activities Dashboard

Go to Activities Dashboard

  1. Click the Add task button.

  2. In the Add task overlay give a suitable title for the task. This is a mandatory field.

  3. Describe the purpose of the task in the description to help other users understand the task better.

  4. Using the date picker, choose the date and time for task completion. Your current date and time is displayed by default. The time can be chosen in hours and in intervals of 30 minutes. 

  5. The owner is by default the user creating the task. However, you can always add tasks to other users by choosing a user from the Owner dropdown.

  6. Search for the contact, account or deal you want to associate this task in the Related to search box, and choose from the search results that appear.

  7. Share the task with users by including the names of the users under Collaborator(s). You can have any number of users as collaborators. 

  8. Click Save

My Meetings & Tasks

  1. Go to Activities Dashboard

  2. Click All tasks and meetings

  3. In My Meetings & Tasks page click Add Task

  4. Repeat steps 4-9 from the Activities Dashboard section

Details page of contacts and accounts 

  1. Visit the details page of a contact or account that you’d like to add a task to.

  2. Select Task > Click the Plus icon.

  3. Repeat steps 4-9 from the Activities Dashboard section

After a Phone call

  1. Go to Conversations > Phone > All Phone Calls (You can choose Voicemail to add tasks specifically from voicemails you have received).

  2. Select a call log from an existing contact, click the More actions button and choose Add task.

  3. Repeat steps 4-9 from the Activities Dashboard section

  4. You can also add a task from the phone widget. Select Recent calls and click the More actions icon beside a call log. Select Add task.

Quick Add button

  1. You can add a task by clicking the + Quick Add button on the Quick Actions Bar.

  2. Choose Add Task.

  3. Repeat steps 4-9 from the Activities Dashboard section

You can find all your tasks in:

  1. The Activities Dashboard 

  2. The details page of the related contact or account.

Additionally, a notification email is sent to you when:


Email is sent to

New task is created


Task is edited (Addition of a collaborator)

New collaborator

Task is updated (Change in due date)



1. The creator of the task doesn't receive an email invitation or creation or update. Only a reminder mail is sent.

2. The task type which is at the top of the task type list will be considered as the default during task creation:     

3. Tasks have to be marked as completed manually. Only when the task is created through workflow, you will have an option to mark it as completed while the task is being created.
4. Tasks will show up on your Activities dashboard only if you are the owner or have been added as a collaborator on the task.  5. The mobile app's Home page shows all the Tasks/Meetings/Custom sales activities which you can use to manage activities on the go. 6. Tasks get related access of the record they are linked to. For eg: If a user has restricted access and cannot view a specific contact, by default, the related tasks and other activities of that contact will also not be accessible. Even if the restricted user is added as a collaborator, they will only be able to view the task, but will not be able to edit it. 7. If you do not find your tasks on the Activities Dashboards, some of the major reasons might be filters. Please ensure that you check the following:   - Type of tasks selected on the filters      - Due date selected on the filters      - Open/Overdue options not selected