Tasks
Tasks help you manage follow-up actions, meetings, calls, and other activities related to your leads and opportunities.
Overview
Navigate to Tasks in the sidebar to manage your task board.
Task Views
| View | Description |
|---|---|
| Kanban (by date) | Cards organized by due date (overdue, today, upcoming) |
| Kanban (by status) | Cards organized by status (to-do, in progress, done) |
| Calendar | Calendar view with tasks displayed on their due dates |
Task Types
| Type | Description |
|---|---|
| Call | Phone call to make |
| Meeting | Meeting to attend or schedule |
| Email to send | |
| Follow-up | Follow-up action needed |
| Proposal | Proposal to prepare or send |
Creating a Task
- Click Create Task or click on a calendar date
- Fill in the task details:
| Field | Required | Description |
|---|---|---|
| Title | Yes | Task description |
| Type | Yes | call, meeting, email, follow-up, or proposal |
| Priority | No | Low, medium, high, or urgent |
| Due Date | Yes | When the task is due |
| Due Time | No | Specific time |
| Assigned To | No | Team member responsible |
| Contact | No | Linked contact |
| Opportunity | No | Linked opportunity |
| Notes | No | Additional details |
Task Priority
| Priority | Description |
|---|---|
| Low | Can wait, no urgency |
| Medium | Should be done soon (default) |
| High | Important, prioritize |
| Urgent | Needs immediate attention |
Managing Tasks
Drag and Drop
In Kanban view, drag tasks between columns to change their status or date grouping.
Task Status
| Status | Description |
|---|---|
| To Do | Not started |
| In Progress | Currently working on |
| Done | Completed |
Task Notifications
GetRaze sends daily notifications for:
- Overdue tasks - Tasks past their due date
- Due today - Tasks due on the current day
Notifications are processed by the taskNotificationWorker daily.
Calendar View
The calendar view displays tasks on a monthly/weekly calendar:
- Click a date to create a new task
- Drag tasks to reschedule
- Color-coded by type and priority
- Filter by type, priority, or assignee
Linking Tasks
Tasks can be linked to:
- Contacts - Associate the task with a specific contact
- Opportunities - Link to a pipeline opportunity
- Pipelines - Organize tasks within project pipelines
Related Features
- Pipelines - Sales pipeline management
- Conversations - Communication tracking
- Team Management - Assign tasks to team members