Tasks and Today — Help center

Tasks are the follow-ups your team must not forget: call back a customer, send a document, check a payment. The Today page gathers what needs you now, in your own time zone: overdue tasks, tasks due today, today's appointments and deals that need attention.

Before you start

Tasks and Today are part of every plan.

Role	What they can do
Owner, Admin	Everything members can. They also see the Getting started checklist on Today.
Member	Add, edit, complete, cancel and reopen tasks
Viewer	See tasks and Today, without changing anything

Add a task

You can add a task from three places:

From the sidebar: select Tasks, then Add task. The Today page has the same button.
From a contact: open it and select Add task. The task is linked to that contact.
From a deal: open it and select Add task. The task is linked to the deal and its contact.

Fill in the form and select Save.

Field	Notes
Title	Required, up to 200 characters.
Details	Optional, up to 2,000 characters.
Due date	Required. A task is overdue from the day after its due date.
Priority	Normal or High. High-priority tasks are marked High in lists.
Assigned to	Any active member of your company, or no one.

When you assign a task to someone else, they get a Task assigned to you notification. Reassigning it notifies the new person.

You cannot add a task to an archived contact. Restore the contact first.

Work through tasks

In the sidebar, select Tasks.
Choose a Status: Open, Done or Cancelled, and tick Assigned to me to see only yours.
Select Apply.

Tasks are listed by due date, earliest first, 25 to a page. Each row shows the due date, the linked contact and deal, and who it is assigned to.

Select Done on a row to complete a task. Select Reopen on a done or cancelled task to bring it back.
Select the task's title to edit it. Only open tasks can be edited.
To drop a task without completing it, open it and select Cancel task.

Each task keeps a History of who created, changed, completed or reopened it, and when.

The Today page

In the sidebar, select Today. At the top, four counters show Overdue tasks, Tasks due today, Today's appointments and Deals needing attention. Below them, each list shows up to 20 items, followed by the number not shown.

Section	What it shows
Overdue tasks	Open tasks assigned to you whose due date has passed
Today's appointments	Scheduled appointments assigned to you that start today
Tasks due today	Open tasks assigned to you that are due today
Deals needing attention	Open deals you own that are flagged, oldest in their stage first. See Deals and pipelines.

To see the whole team's work instead of yours, tick Show the whole team and select Apply. With it, the deals list covers every owner.

Your time zone on Today

"Today" depends on where you are. Choose your Time zone on the Today page and select Apply. The choice is kept until you sign out, the Home page uses it too, and the default is UTC. The list of time zones is fixed: UTC, Europe/Istanbul, Europe/London, Europe/Paris, Europe/Berlin, Asia/Riyadh, Asia/Dubai, Africa/Cairo, America/New_York, America/Chicago and America/Los_Angeles.

Getting started checklist

Owners and admins see Getting started on Today, with steps such as Choose your business template, Add your first contact and Invite your team. Steps for connecting a store, adding tracking and creating a segment appear when your plan includes them. Select Open to go to a step. The checklist disappears once every step is done. Hide removes it until you sign in again.

Reminders

Daily digest: once a day, from 08:00 in your time zone, you get a Tasks waiting today notification when you have open tasks that are due or overdue. The email version lists up to 10 of them and links to Today.
Appointments: about an hour before a scheduled appointment, the person assigned gets an Appointment soon notification.

Both are also sent by email while Send me reminders by email is on, which it is until you turn it off, and your email address is verified. The time zone and email language for reminders are set in Notifications, under Email and language, separately from the Today page.

Good to know

Automations can create tasks for you, for example when a deal is won or a checkout is left unfinished. See Automations.
There are no bulk actions on tasks. Change them one at a time.
A deal's Next step is a field of the deal, not a task. A deal shows No next step even when it has open tasks.

Troubleshooting

"This item was changed": someone saved the task while you were working on it. Nothing was overwritten. Open it again and repeat your change.
"Reopen this task before changing it": the task is done or cancelled.
"This deal belongs to another contact": a task can only link a deal together with that deal's own contact.
A task you expect is missing from Today: check that it is assigned to you, or tick Show the whole team, and check the Time zone.