Tasks are to-do items that you can create for your deals. From the Deals page, locate the deal you wish to create a task for. Click the deal to open it, the Deal details page will open, and click the Task tab. A 'Create Task' modal will appear.

Field Name


Task Name

Type the name of the task into the field provided.


This space allows you to provide a short summary and important information about the Task.

High Priority

The high priority is to make a responsible person understand that this task is important and needs to be completed as soon as possible. By default, every task created has a low priority. However, if you want to mark the task as a high priority, just activate this option.

Due Date

Allows you to add the estimated time required for each task.

Reminder Date

A way of notifying you about upcoming due dates on tasks.

Related Ticket

You can add tasks based on the customer's ticket by inputting keywords based on ‘customer name’ or ‘ticket number’.

Responsible Person

You can add a person who will work on a task and will be responsible for its implementation such as start task, edit task and finish task.


You can add users that can help the Responsible person to finish the task if it’s needed. They can perform the same actions as the responsible person.


You can add users that can observe the work on the task, leave comments, get notifications, but can’t participate in the work on this task, such as start task, edit task, and finish task (observers can only view the task).


Checklist task is a type of ‘to-do list‘, which helps to ensure consistency and completeness in carrying out a task. To create a checklist, click the toggle dropdown ‘Checklist‘ when adding a new task. You can create unlimited checklists. To create another checklist, click the plus button, or you can delete a checklist item by clicking the delete button.

Click the 'Add Task' button when finished and you can see the task created in the timeline tab. To view task details, edit tasks, start tasks, delete tasks, add comments on tasks, or other problems, you can click the task name on the timeline tab. To see detailed information about a task, you can see it on the 'Task Management' page.

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