> ## Documentation Index
> Fetch the complete documentation index at: https://docs.outfiqe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks and the timeline

> Keep your team's to-do list, and log every call, message and note.

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.

## 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](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/tasks.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=880e41d209c242239046ea9600fe0909)

Start with Overdue, then Today.

### 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](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/new-task.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=f1cb90ff3bac1f8d4c4941a134a5d084)

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

## 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.

### 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](https://mintcdn.com/outfiqe/FlCiIIay3H__lDDT/images/crm/log-activity.webp?fit=max\&auto=format\&n=FlCiIIay3H__lDDT\&q=85\&s=494411d2eb4256c089c8e14bef709c7a)

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

> [!TIP]
>
> 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.


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