Before you begin
You need permission to create tasks. Some roles can only complete tasks assigned to them.
Open tasks
- Schedule → All items (/dashboard/calendar?view=all)
- All Tasks list via search (/dashboard/tasks)
- Schedule → + → Task (/dashboard/calendar?create=task)
Create and complete
- Set title, due date, priority, and assignee
- Link to a lead or deal so the task appears on their timeline
- Mark complete from task detail (/dashboard/tasks/[id]) or Schedule all-items view
What happens next
Overdue tasks surface on Dashboard. Completed tasks stay on the linked record timeline.
Common issues
- Cannot assign — your role may lack assign permission
- Task not visible — check assignee filter on All Tasks