Task Management

Tasks help you and your team stay organized with follow-ups, deadlines, and assignments.

Steps

Go to Tasks from the sidebar.
Click "+ Add Task" to create a new task.
Set a title, description, due date, priority, and assignee.
Link a task to a contact or deal for context.
Mark tasks complete by clicking the checkbox.

Good to know

Tasks sync with Google Tasks and Microsoft To Do if connected.
Overdue tasks appear highlighted in red.
Filter by assignee, priority, or status.
Nurture tasks (birthday, anniversary, long-silent customer check-ins, "sphere of influence" pings) are auto-generated daily by a background worker capped at 50 new tasks per org per day. If you have a large sphere and only see a partial set, the rest queue to the following day to avoid flooding assignees.

Example: After a discovery call, the AI extracts three follow-ups and creates linked tasks: "Send pricing PDF (due tomorrow, high priority, assigned: Mara)", "Loop in legal (due Friday, medium, assigned: Sam)", "Confirm CFO intro (due Monday, high, assigned: Mara)". Each task is linked to the Acme deal and contact, so completing them updates the deal timeline automatically.

Troubleshooting

Tasks not syncing with Google Tasks

Tasks sync is enabled but hasn't run yet, or the Google Tasks scope wasn't granted during OAuth.

Fix: Settings > Communications > Connected Accounts. Check the Tasks toggle is on. Click Sync Now. If still not working, disconnect and reconnect Google — make sure all permission checkboxes are checked on the Google consent screen.

Completed tasks still showing in the list

The default view shows all tasks, including completed.

Fix: Use the filter dropdown to select "Active" or "Incomplete" tasks only.

Can't assign a task to a team member

The team member's account is inactive, or they haven't accepted their invite yet.

Fix: Settings > Account > Members. Confirm status is "Active". If invite is pending, resend it.

Error messages

Failed to create task — Network error or missing required field (title is required). Ensure at least the task title is filled in.
User not found — The assigned user doesn't exist in your organization. Check the assignee dropdown.

Plans

All plans include tasks. Google Tasks sync available on all plans. Task automation requires workflows (Pro+).

Contacts — tasks can be linked to contacts
Calendar — tasks with due dates appear on calendar
Automation — workflows can auto-create tasks

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