---
title: CRM tasks
description: "Tasks are to-dos for your sales team: calls, emails, meetings and anything else. Tasks are on the website, for owners and managers."
---

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# CRM tasks

Tasks are to-dos for your sales team: calls, emails, meetings and anything else. Tasks are on the website, for owners and managers.

### Add a task

1. Go to **CRM** → **Tasks** and click to add one, or use the task box on a deal page.
2. Fill in **What needs to happen?**.
3. Optionally add a **Description**, **Due date** (and time), **Priority**, **Type** (Call, Email, Meeting or Task), **Stage** and who it's **Assigned** to.
4. Link it to a **Deal**, **Company** (a customer) or **Contact**. Always pick one.
5. Click **Save**.

Tasks added on a deal page also show in that deal's timeline.

### See your tasks

Choose **List** or **Kanban**.

- **List:** group by **Date** (Overdue, Today, Tomorrow, This week, Later, Someday) or by **Stage**.
- **Kanban:** one column per task stage. Drag tasks between them.

Sort by **Priority** or **Due date**. Filter by **User**, **Status** (Active, Completed, All Tasks), stage, type, priority or what it's linked to.

### Finish or archive a task

Mark a task as complete when it's done. To clear it away, choose **Archive**. Archived tasks can't be restored at the moment, so archive only tasks you're finished with.

To change task stages, see *CRM settings: pipeline stages, task stages and properties*.

### FAQ

**My task disappeared after I saved it.** Make sure it's linked to a deal, customer or contact, then add it again.

**It said "Task successfully deleted." when I archived it.** The task is archived, not deleted. Filter by **Archived** to see it.

**Can I link a task to an invoice?** Not at the moment. Link it to the customer instead.

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