Managing tasks for a contact

The Actions tab on a contact keeps your follow-ups organized and tied to the right person. Tasks you create here also feed your Actions list so nothing slips.

Note: This tab was previously called Tasks. It's now labelled Actions, matching the Actions section in the main menu — the tasks themselves work exactly the same way.

Adding a task

1. Open the contact's detail page and go to the Actions tab.
2. Click Add Task. An inline form appears.
3. Fill in:
   • Action — the kind of task: Call, Email, or To-Do.
   • Date — when it's due.
   • Assigned to — the team member responsible (optional).
4. Save the task.

Viewing tasks

The tab lists this contact's upcoming tasks (open, due today or later), earliest first. Each task shows the action, its due date, and the assignee. A badge on the tab shows how many upcoming tasks there are.

Click the view icon on a task to open its full details.

Completing tasks

Work and complete tasks from the Actions section, where all your follow-ups across contacts come together. Completed tasks drop off the contact's upcoming list. See Marking an action as done.

Tip: Set a next-step task after every interaction — it's the simplest way to make sure no lead goes cold.

Related articles

• Viewing a contact detail page
• Adding a manual task
• Understanding overdue actions