Tasks and notes

Tasks are to-dos with an owner and a due date. Notes are free-form context that does not need follow-up. Both live on the contact and show in reporting.

Creating a task

1. 1
   On a contact, click Add Task

   Or use the keyboard shortcut T from anywhere.
2. 2
   Set title, owner, and due date

   The owner gets a notification when the task is assigned and again as it comes due.
3. 3
   Optional: link to a Pipeline AI opportunity

   Tasks linked to a deal show in the deal’s activity.

Automate task creation

Workflows can create tasks. Common pattern: "Deal stage = Proposal Sent → wait 3 days → create task: follow up on proposal."