On this page
Planning and completing tasks
Tasks record personal or linked work with a clear due date and completion status.
Where to find it
Open Tasks. Due entries can also appear in the calendar.
Requirements and permissions
Reading requires tasks.read; creating, sorting, completing and deleting tasks require tasks.write.
Step by step
Creating a task
- Open Tasks.
- In the field New task, enter a clear next step.
- If necessary, set a due date with time.
- Optionally link the task to a deal, contact, object or email.
- Choose Add.
Tasks with a due date also appear in the calendar. Due and overdue entries are highlighted and can trigger a notification.
Processing tasks
- Select or clear the checkbox to complete or reopen a task.
- Open the details to change the text, due date, or linked record.
- Drag entries into the desired order.
- Expand or collapse all details for a quick overview.
- Keep completed tasks if they are still needed as a record of the work.
Result
The task has a current status and remains traceable within its business context.
Variations and special cases
Tasks with a due date also appear in the calendar. Reopen a task if you marked it complete by mistake.
Troubleshooting
If entries or actions are missing, check the filters, due-date range, enabled module, and tasks.write permission.