Managing tasks

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.

Viewing tasks

Click Tasks in the sidebar to open the task list.

Tasks are grouped by status using tabs:

Tab	What it shows
All	Every task regardless of status
Open	Tasks not yet started
In Progress	Tasks actively being worked on
Completed	Finished tasks
Cancelled	Cancelled tasks

Overdue tasks are highlighted with a badge.

Creating a task

Click Create task and fill in the details:

Field	Notes
Title	Required — a short description of what needs to be done
Due date	When the task should be completed by
Description	Optional — more detail about what is required
Assign to	Assign the task to a specific user or a team
Linked records	Optionally link to contacts, organisations, things, payments, or touchpoints

Linking a task to a record

You can attach a task to one or more records so it appears in context. For each link, select the record type and search for the record by name.

Viewing a task

Click any task row to open the detail view, which shows:

• Title, description, and due date
• Status (colour-coded: blue = open, yellow = in progress, green = completed, grey = cancelled)
• Who the task is assigned to
• Linked records

Updating a task

Marking complete

From the task detail view, click Mark complete.

Editing

Click Edit from the task detail view to change any field.

Deleting

Click Delete from the task detail view to permanently remove a task.

Deletion cannot be undone.