Tasks & to-dos

Tasks are the to-dos that keep work moving — follow up with a lead, send a revision, prep for a call. Each task can carry a due date, a priority, and a status, and can be attached to the client or lead it belongs to.

You can work with them in whichever view suits you:

• a list for scanning and filtering,
• a board (kanban) for moving work through stages,
• a calendar for seeing what's due when.

Open any task to add comments and keep the discussion with the work. On team plans you can assign tasks to specific members so everyone knows what's theirs. Task due dates can also sync to Google Calendar, so your to-dos show up alongside the rest of your schedule.