Tasks overview

Track to-dos across your team.

Tasks are the actions your team needs to take — follow-ups, calls, prep. Tasks have an assignee, a due date, a priority and a status, and can be attached to leads, deals, contacts or companies.

What you’ll see

My tasks plus tasks assigned to others (Assignees / Assigned to).
Priority and Status on each task.
Subtasks under a parent task.
An AI Task Summary for quick context.

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