Tasks & Calendar
Creating a Task
Create tasks from anywhere: a lead card, the tasks page or the calendar. Set:
- Title and description
- Due date
- Priority
- Lead assignment (optional)
- User assignment
Calendar
View all tasks, meetings and reminders in a monthly or weekly calendar view.
Google Calendar Sync
Connect your Google Calendar account through Settings > Connections for two-way event sync.
Automatic Reminders
The system will send automatic notifications before a task's due date.