Tasks help you stay on top of follow-ups. You can create tasks from the task list or from any lead's detail page, set due dates, and mark them complete when done.

Viewing Tasks

The Tasks page in the CRM sidebar shows all your pending tasks across every lead. Each task displays:

The task title
The lead it belongs to (click to navigate to that lead)
The due date, if set

By default, only pending tasks are shown. Click Show completed in the top-right corner to include completed tasks. Click Hide completed to filter them out again.

When you have no pending tasks, you'll see a "You're all caught up!" message.

Creating Tasks

From the Lead Detail Page

Open any lead's detail page.
In the Tasks section, click the + button.
Enter a task title.
Optionally set a due date and time.
Click Add to create the task.

Using the AI Agent

You can also ask the AI agent to create tasks for you. For example, type "Create a follow-up task for this lead" in the chat pane.

Completing Tasks

Click the circle icon next to any task to mark it as completed. The task title will show a strikethrough, and a green checkmark replaces the circle. Click the checkmark again to revert it back to pending.

Due Dates and Overdue Indicators

Tasks with due dates show a clock icon and a human-readable date like "Today", "Tomorrow", "In 3 days", or the calendar date.

When a task is overdue:

The due date text turns red
A warning icon replaces the clock icon
The text shows how many days overdue (e.g., "3 days overdue")
The task row gets a subtle red background highlight

Editing Tasks

On the lead detail page, click a task title to edit it inline. Press Enter to save your changes.

Tasks