Fields

Field	Required	Notes
Title	Yes	Short description of what needs to be done
Due date	No	When the task should be completed by
Description	No	Longer free-text detail
Assign to	No	A specific user or a team
Linked records	No	One or more contacts, organisations, things, payments, or touchpoints

Statuses

Status	Colour	Meaning
Open	Blue	Not yet started
In Progress	Yellow	Actively being worked on
Completed	Green	Finished
Cancelled	Grey	Cancelled

Overdue tasks (due date in the past, status not Completed or Cancelled) are highlighted with a badge in the task list.