Workspace

Tasks

Create, assign, and track tasks to manage your team's work and follow-up activities.

Never lose track of follow-ups. Tasks let you assign work, set deadlines, and see what's done—at a glance.

Quick Overview: Create a task, assign it to a team member, set a due date, and track progress. Link tasks to customers to keep all follow-up activities in context.

Viewing Your Tasks

Navigate to Tasks in the main menu. Your task list shows everything assigned to you and your team, organized by status.

Status Groups

Tasks are automatically sorted into three groups:

Due — Past the due date, needs immediate attention
Upcoming — Scheduled for the future
Completed — Finished tasks

The number badge on each group tells you how many tasks are in that state. Due tasks show their date in red so you can spot overdue work immediately.

Task List Details

Each task in the list displays:

Checkbox — Click to mark complete
Title — What needs to be done
Type icon — Visual category indicator
Assignee — Who's responsible
Due date — When it's due (red if overdue)
Report icon — Appears if a report was submitted
Creator — Who created the task (shown in details)

Click any task to expand its details. The expanded view shows notes, attachments with download links, who completed the task and when, and a link to the associated customer. For quote-related tasks, the title links directly to the quote or order.

Filtering

Narrow down your list when you have many tasks:

Date range — by created, closed, or due date
Task type — show specific categories
Assignee — filter by user or team
Include completed — toggle to show or hide finished tasks
Show public tasks — include tasks from public task types visible to your role

Combine filters to find exactly what you need. For example, filter by "Due" + "Assigned to me" to see your overdue tasks.

Exporting

Click the export button to download a CSV with all visible tasks. The export includes:

Task status and title
Assignee name
Created, due, and closed dates
Linked customer name and code

Use exports for reporting, handoffs, or importing into other tools.

Creating a Task

Click the + button in the top right
Fill in the task details:
- Title — Be specific. "Call customer" is vague; "Follow up on quote #1234" is actionable.
- Task Type — Pick the category that fits. Types can have linked forms for reporting.
- Due Date — When should this be done? The task moves to Due status if not completed by this date.
- Assign To — Choose a team member or an entire team. Team assignments appear for everyone on that team.
- Customer — Link to a customer or a specific branch to keep this task on their profile.
- Attachments — Optionally add files relevant to the task.
Click Save

The task appears immediately in the Upcoming group (or Due if the date has passed).

Tip: Assign tasks to teams instead of individuals when anyone on the team can handle it. The first person to complete it wins.

Working with Tasks

Complete a task

Click the circle icon next to any task to mark it complete. The task moves to the Completed group and records the completion date.

Changed your mind? Click the checkmark again to reopen it. The task returns to Upcoming (or Due if past the due date).

Edit a task

Click the pencil icon to modify any field:

Change the title if scope changed
Update the due date to extend or shorten the deadline
Reassign to a different person or team
Add or remove attachments

The linked customer cannot be changed after creation. Create a new task if you need to link to a different customer.

Delete a task

Click the trash icon to remove a task permanently. You'll see a confirmation dialog—deleted tasks cannot be recovered.

Tip: Instead of deleting, consider completing tasks even if the work wasn't done. This preserves history and keeps your metrics accurate.

Add a report

Some task types have linked forms for structured reporting. This is useful for documenting outcomes, collecting data, or standardizing how work is recorded.

Open the task details by clicking on the task
Click Add Report
Fill in the form fields
Click Submit

The report attaches to the task and is visible in the task details. Reports cannot be edited after submission—create a new one if needed.

Common uses for task reports:

Visit summaries
Call outcomes
Issue resolutions
Quality checks

Add notes

Click the notes icon to open the notes panel. Notes are internal—visible only to your team, not to customers.

Use notes to:

Add context for the next person
Record partial progress
Explain why a task is blocked
Leave handoff instructions

Notes are timestamped and show who wrote them.

Task Types

Task types let you categorize and organize tasks. Instead of generic "To Do" items, you can have specific types like "Follow-up Call", "Quote Reminder", or "Delivery Check".

Each type includes:

Name — Displayed on tasks
Icon & Color — Visual identifiers for quick recognition
Linked Forms — Optional forms for structured reporting
Public — Makes tasks visible to other users based on role settings

Why use task types?

Filter faster — Show only the types you care about
Reporting — See how many tasks of each type your team handles
Consistency — Linked forms ensure everyone captures the same info
Clarity — A "Site Visit" task is clearer than a generic task

Managing types

Navigate to Settings > Task Types to create and manage your task types.

To create a type:

Click + to add a new type
Enter a descriptive name
Choose an icon from the picker
Select a color for visual distinction
Optionally link one or more forms for reporting
Configure visibility settings (see Public Task Types below)
Click Save

To edit or delete:

Use the action buttons next to each type in the list. Deleting a type doesn't delete tasks that used it—they just lose their type assignment.

Tip: Start with 3-5 types that match your real workflows. You can always add more later. Too many types creates confusion.

Configure task types in Settings.

Public Task Types

By default, tasks are only visible to the creator and the assigned user. Enable Public Task to make tasks of this type accessible to other team members.

When you mark a type as public, two additional settings appear:

Can Execute — Roles that can view and complete these tasks
Can Edit — Roles that can modify task details

Example scenarios:

Team-wide visibility: Mark a "Customer Complaint" type as public with no role restrictions. Anyone on the team can see and resolve complaints.
Manager oversight: Create a "Performance Review" type where only managers can edit, but all team leads can view.
Department-specific: A "Billing Issue" type visible only to users with financial roles.

Tip: Use public task types for work that needs team visibility or handoffs. Keep sensitive or personal tasks as non-public.

Tasks on Customer Profiles

Every customer profile has a Tasks tab. This shows all tasks linked to that customer (or any of their branches), regardless of who they're assigned to.

Why this matters

When you open a customer's profile, you see their complete task history:

What's currently pending
What was done recently
Who's working on what

No more asking "Did anyone follow up with this customer?" — the answer is right there.

Working from the profile

From the Tasks tab, you can:

View all tasks linked to this customer
Create new tasks that auto-link to the customer
Filter by status to see pending vs. completed
Click through to task details

This is especially useful for:

Sales teams — Track all follow-ups for a prospect
Support teams — See pending issues for a customer
Account managers — Review activity before a call

Tip: Before calling a customer, check their Tasks tab. You'll see what's pending and avoid duplicate work.

Customers

Manage customer profiles and view linked tasks

Activities

Track visits, calls, and other customer interactions

Schedule

Calendar view for planning and managing activities.

Find customers, orders, and more quickly.