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Two things keep your team’s work from slipping: Tasks, the shared to-do list, and the Timeline on every record, which keeps a history of what’s been said and done.

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Tasks

Tasks lists everything your team has to do, with who it’s for and when it’s due. Overdue tasks are marked overdue in red.
  • Use All, Overdue, Today and Upcoming to see what matters now.
  • Use Everyone to narrow it down to one person’s tasks.
  • Tick the box next to a task when it’s done. Finished tasks are crossed out.
The Tasks page with the All, Overdue, Today and Upcoming filters, a person filter, and a list of tasks with owners, due dates and overdue badges

Start with Overdue, then Today.

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Add a task

1

Open the form

Choose New task on Tasks, from Quick actions on Overview, or Add a task on any person, opportunity or ticket. A task added from a record is linked to it.
2

Fill it in

Type a Title that says what to do, like “Send the summer price list”. Pick the Assignee and, if it has a deadline, the Due date (optional).
3

Save

Choose Create task.
The New task window with a title typed in, an assignee chosen, an optional due date, and the Create task button

Start the title with a verb, so it's clear what needs doing.

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The timeline

Every person, opportunity and ticket has a Timeline at the bottom of its page. It shows what’s happened, newest first, including orders that came in automatically.

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Log a call, message or note

1

Pick the type

In the menu next to the box, choose Note, Call, Message or Email.
2

Write what happened

Type a short summary in Log a note, call, message or email…. For example, “Called about the spring order. She’ll confirm sizes by Friday.”
3

Save it

Choose Log. It’s added to the top of the timeline, with your name and the time.
The Timeline on a contact's page with Note chosen, a short summary of a phone call typed in, and the Log button

A one-line summary after each call means anyone can pick up where you left off.

Log things as they happen, not at the end of the week. Reports counts calls and notes for each person, and the timeline is only as good as what goes into it.