Create and Complete Tasks

Create and Complete Tasks

Tasks are the clearest way to assign a specific next action to a person and date.

Where to find it: Admin → Pipeline → Tasks or a contact record

What to do

1. Create the task from the contact when it belongs to a lead.
2. Write an action-oriented title, choose the owner, and set a realistic due time.
3. Add only the context needed to complete it.
4. Mark it complete after the work is actually done.
5. Review overdue tasks and reassign when ownership changes.

Good to know

• A note records history; a task creates future responsibility.
• Automations can create tasks, so check the source before deleting a repeated one.