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A task is a way of keeping track of all the actionable activities within a deal. You can assign members and due dates to each task. This helps increase visibility and, importantly, accountability for who’s doing what, and when.

How to create a task?

There are many different ways to create tasks for your deals, based on your needs and convenience.

Creating deal tasks

  1. Via the "Tasks" section on the deal overview.




  2. From the task view on the pipeline level.




  3. By automatically creating tasks as your deal moves through the stages. To learn more about task automation, click here. 


Completing tasks

Complete individual tasks by checking them off via the checkbox at the start of the line.


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