Managing Tasks

Quick Reference Keywords: Tasks · Projects · Checklist · Assign task · Due date

Overview

Tasks (sidebar) is a lightweight task and project board for your team. Tenant Agents can access Tasks; some assign/view-all actions are permission-gated.

Projects Sidebar

• General Tasks — Default list for ad-hoc work
• Projects — Create named projects; delete when finished
• Some projects use a simple checklist layout (reorderable checklist items) instead of the full task list

Creating and Editing Tasks

1. Open General Tasks or a project
2. Add a task with a title
3. Set status, optional due date
4. Optionally assign to a team member (if you have permission)
5. Optionally link a contact so the task ties to a CRM record
6. Edit or delete tasks as work progresses

Filters and Search

• Search tasks
• Filter by team member
• Sort by created or due date
• Load more for longer lists

Tips

• Use projects for multi-step work (install follow-ups, onboarding checklists)
• Link contacts when the task is about a specific lead so teammates can jump to the record
• Keep General Tasks for personal or uncategorized to-dos