Tasks let you and your team track actions that need to be completed — for example, following up with a donor, preparing a grant report, or updating a contact record.

Open the task list

Click Tasks in the sidebar. Tasks are grouped into status tabs (All, Open, In Progress, Completed, Cancelled). Overdue tasks are highlighted with a badge.

For the full list of statuses and fields, see Task fields and statuses.

Create a task

1. Click Create task.
2. Fill in:
   • Title (required) — a short description of what needs doing
   • Due date — when the task should be completed
   • Description (optional) — more detail
   • Assign to — a specific user or a team
   • Linked records (optional) — attach the task to one or more contacts, organisations, things, payments, or touchpoints
3. Click Save.

A linked task appears in context on each linked record’s profile.

Mark a task complete

Open the task and click Mark complete.

Edit a task

Open the task and click Edit. All fields can be changed.

Delete a task

Open the task and click Delete.

Deletion cannot be undone.