CRM Tasks and Follow-ups

Q: How do I see only my tasks?

The **Anyone / Me** toggle at the top right.

Tasks are follow-ups tied to people in your pipeline. Not a general to-do list — each one hangs off the contact it concerns, so the reminder arrives with the context attached.

Fig. 1 — Tasks: what it is, who it's about, who owns it, and when it's due

The CRM is available on **Business** and **Teams** plans. Tasks live at **CRM → Tasks**.

Adding a task

The row at the top of the page takes four things:

What needs doing — "Follow up on membership renewal"
Assign to — the contact it's about
Owner — which person on your team is responsible, or leave it Unassigned
Due date

Then Add. The task appears below, showing its due date and a chip for the linked contact.

Tick the checkbox when it's done. The pencil edits, the bin deletes.

Anyone vs Me

The Anyone / Me toggle at the top right switches between every task on the account and just the ones assigned to you. On a Teams plan that's the difference between the team's workload and your own.

Leaving tasks Unassigned is fine when you work alone. On a team it's how things get quietly dropped — everyone assumes it belongs to someone else.

Where tasks show up

Tasks aren't confined to this page:

CRM → Overview has a Tasks due count in the headline numbers and a panel listing what's outstanding, with View all back to the full list
Completing tasks feeds the Recent activity trail alongside stage changes and notes

So the overview answers both "how's the pipeline looking?" and "what have I not done?" in one screen.

Getting value from them

A few habits that make the difference:

Write the next action, not the topic. "Send Maeve the launch dates" beats "Maeve".
Always set a due date. An undated task is a note, and it'll sit there.
Create the task while you're on the board. The moment you advance someone is when you know what happens next.

Pair tasks with stages rather than treating them separately. A stage says where the relationship is; a task says what moves it along. Advancing someone with no follow-up recorded is how a promising lead goes quiet for a month.

Quick answers

Where do I find tasks? CRM → Tasks. A summary also appears on CRM → Overview.

Can a task exist without a contact? Tasks are designed as follow-ups tied to people in your pipeline — assign the contact so the task carries its context.

How do I see only my tasks? The Anyone / Me toggle at the top right.

Can I assign a task to a colleague? Yes, using the owner selector — most useful on a Teams plan where the pipeline is shared.

How do I complete a task? Tick its checkbox. It feeds into the Recent activity trail on the overview.

Do tasks send reminder emails to the contact? No. Tasks are internal — a note to you and your team. To email the contact, send from the pipeline or compose a campaign.