Tasks

What this page is for

Tasks are the due-work queue. They make sure every lead, trial, renewal, due payment, tour, and follow-up has a clear owner and time.

Who should use it

Sales staff, front desk, manager

Where to find it

/crm/task-list

Before you start

• Task tab owns the Follow-up queue and due-work buckets. Use it for work execution; use Opportunity for the deal board.
• Task buckets cover due today, overdue, all due, tomorrow, this week, next week, and completed work.
• Task filters cover assignee, search, task category, task type, priority, status, due from/to, and created from/to. Clear filters before assuming a task is missing.
• Task table columns show status, title/comments, linked person, linked opportunity, category, type, assignee, due date, due time, and created date.
• Create Task drawer requires task category, task type, priority, assigned staff, schedule date, schedule time, repeat mode, title, and comments.
• Repeat supports none, daily, and weekly from the create drawer. Use repeat only for real repeated follow-up work; do not duplicate one-off reminders.
• Task detail shows contact, opportunity/stage, assignee, schedule, comments, and outcomes before staff edit, log outcome, mark completed, or cancel/skip.
• Edit Task can change category, type, priority, assignment, schedule date/time, repeat text, status, title, and comments.
• Log Outcome captures outcome, notes, next follow-up date/time, and final status. Use next follow-up when the conversation continues rather than leaving a completed task with no future action.
• Assignee summary shows total, planned, completed, overdue, due today, all due, and upcoming tasks, and can filter the task list to that staff member.
• A task must answer: who owns it, what action is needed, when it is due, and what outcome happened.
• Use categories/types such as call, WhatsApp, SMS, email, visit, tour, renewal, collection, and internal follow-up.
• Log outcomes immediately after doing the work. Do not mark completed without result notes when the action involved a customer conversation.

Daily workflow

• Filter to yourself or your team. Work overdue first, then today, then upcoming.
• Use task outcome buttons to record no answer, contact made, book tour, sign up, or not interested.
• Create the next task before leaving a live opportunity open.
• When rescheduling a customer call, edit the schedule date/time and leave a comment explaining why it moved.
• When a task is skipped or canceled, log a reason so managers can distinguish wrong data from genuine abandoned work.

Watch out

• Tasks created by stage movement are intentional reminders. If the automatic task is wrong, update the task type/due date instead of deleting useful history.

Related help

• Use the left menu to open related pages in Memberships and Payments.
• Use Ask Docs for questions that are already covered in this public documentation.