Tasks

Why use this

You see every task in your workspace, filterable by owner, status, due date, and label.

Benefits:

• Global task view with rich filters
• Link tasks to leads, deals, missions
• Snooze, reassign, or complete inline

What this is

Tasks is the global view of every task in your workspace: things to do, due dates, owners, related records.

Who can access it

Owner, admin, member, viewer, agency, founder.

What it does

• Lists every task, filterable by owner, status, due date, label.
• Lets you toggle "my tasks only" via /tasks?scope=mine.
• Lets you link a task to a lead, deal, mission, or custom record.
• Lets you snooze, reassign, or mark complete.

How to use it

1. Open /tasks.
2. Filter to what you care about.
3. Open a task to see linked records and comments.
4. Mark done, snooze, or reassign.

Rules and limits

• Viewers see tasks read-only.