QUICK STEPS
Open the lead or customer record — tasks live inside the record they belong to.
Click Add Task.
Give the task a name (e.g., "Follow up on quote" or "Schedule a measure").
Set a due date and assign it to an employee or yourself.
Optionally set up SMS or email reminders for the customer or employee.
Save — the task appears on the record and on the assignee's task list.
View all tasks from the Dashboard calendar or the Tasks section in the main navigation; filter by date to see what's due today.
To complete a task, click the pencil icon and change the status to Completed.
TIPS💡Use tasks any time you're waiting on a customer or need a reminder — better than mental notes.
Remember: If it needs to happen, create a task. If it's done, check it off.