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Tasks

Nothing falls through the cracks between lead, test drive, and close.

Purpose

Tasks are the operational layer on CRM — call backs, document chases, funding stipulations, and recon checkpoints with due dates and owners.

Setup

  1. Dashboard shows My tasks when users log in daily.
  2. Optional: connect notifications (in-app; email when configured).
  3. Managers set expectation: every open lead has a next task with a due date.

Daily workflow

  1. Start day on Dashboard → My tasks or /tasks.
  2. Create from lead/deal detail or standalone.
  3. Complete with outcome note — feeds activity timeline.
  4. Snooze / reschedule instead of leaving overdue noise.
  5. Review team queue in manager view (filter by assignee).

Key fields

FieldNotes
Title & typeCall, email, doc, internal
Due date & priorityDrives sort order
Related recordLead, deal, customer, unit
AssigneeSingle owner
StatusPending / Done / Cancelled

Permissions

  • Sales — CRUD own tasks; read team tasks if role allows.
  • Manager — reassign, delete overdue bulk.
  • BDC — often owns first-response tasks on new leads.

Canadian notes

  • Use tasks for MVDA disclosure follow-ups (buyer acknowledged known damage) — document in notes, not just checkbox.
  • CASL-aware outreach: task “send promo email” should respect consent flags on customer record.