Overview

Tasks are used to track to-dos, follow-ups, and action items. Tasks can exist on their own or be linked to contacts and deals.

Filters

Filters help you find tasks based on specific criteria.

• Go to the Tasks page

• Click Filters

• Select a filter field

• Choose a filter option

• Filters apply automatically

• Multiple filters can be applied

Defaults

Defaults control how new tasks behave.

• Default due date behavior

• Default priority or status if set

• Default linking behavior if applicable

• Defaults apply to newly created tasks only