If your day is filled with customer follow-ups, quotes, appointments, and team to-dos, keeping everything organized matters. This updated task experience inside your CRM helps you see what needs attention, repeat routine work automatically, and keep important tasks connected to the right people and sales opportunities.

📌 Why This Matters

When tasks live in one long list, it becomes easy to miss a callback, forget a follow-up, or lose track of work tied to revenue. A better task manager helps you stay focused on what needs to happen today, what is overdue, and what is coming next. It also saves time by reducing duplicate entries and making routine tasks easier to manage.

✨ What’s New

• Recurring tasks: Set tasks to repeat hourly, daily, weekly, or monthly so regular follow-ups and routine work do not need to be recreated each time.
• Linked sales opportunities: Attach tasks directly to a deal so you can keep revenue-related follow-ups connected to the work that matters.
• Multiple contacts on one task: Add more than one contact to a task when several people are involved, which helps avoid duplicate tasks.
• List and board views: Choose a simple list or a visual board layout depending on how you prefer to review your work.
• Today’s progress tracker: See your daily completion progress at a glance so it is easier to stay on pace.
• Organized task sections: Tasks are grouped into Overdue, Today, This Week, and Upcoming so important work is easier to spot.
• More details on each task card: View linked contacts and opportunities directly on the task card without opening each item.
• Cleaner task experience: The updated layout makes it easier to create, review, and complete tasks throughout the day.

🛠️ How to Use It

1. Step 1: Open the Tasks area in your CRM to view your current work.
2. Step 2: Create a new task by adding a title, due date, related contact or contacts, and any connected sales opportunity.
3. Step 3: Turn on the repeat option for work that happens on a regular schedule, such as follow-up calls, billing reminders, or appointment check-ins.
4. Step 4: Switch between List and Board view to organize tasks in the way that feels most natural for you.
5. Step 5: Review sections like Overdue, Today, This Week, and Upcoming to decide what needs your attention first.
6. Step 6: Use the daily progress tracker to keep an eye on completed work and maintain momentum.

💡 Pro Tip

Use recurring tasks for lead follow-ups, estimate reminders, and post-sale check-ins so more conversations happen on time and more revenue opportunities stay active.