Activities - How Do I Manage My Tasks?

What Is a Task?

A Task is a to-do item linked to a Lead, Contact, Account, or Opportunity.
Tasks help you track follow-ups, reminders, action items, or scheduled next steps—so nothing falls through the cracks.

Where Do I See My Tasks?

You can view Tasks in a few key places:

Home Page (My Tasks component) – shows everything assigned to you
Activity Timeline – appears on the related record (e.g. Contact or Opportunity)
Today’s Tasks / Overdue Tabs – filters based on due date
Notifications or Alerts – if your team has reminders enabled

How Do I Create a Task?

Open any Lead, Contact, Account, or Opportunity
Click New Task
Fill in:
- Subject – e.g. “Follow-up: Send proposal”
- Due Date
- Notes/Comments
Save

It will now appear on your Task list and on the related record’s timeline.

How Do I Complete a Task?

Go to your Task list or the record’s Activity Timeline
Click the checkbox next to the Task
It will be marked as Completed and archived into activity history

Best Practices

Always log follow-ups after meetings or calls
Set realistic due dates so nothing slips
Use the Subject line clearly for quick scanning
Update Status (Not Started → In Progress → Completed) if your process takes time
Use Comments to document context if you’re handing over or sharing visibility