Add a Task to a Deal

How to schedule one-off deal tasks or items you left off your task checklist

Navigate to the pipeline.

Click on the bottom bar of the deal card.

Type in a task title, or click the downward arrow button to access a list of suggested tasks.

Click Save.

By default all tasks are all day tasks due today.

Click on the task to edit.

Edit the due date, time and duration, add an email reminder, or add additional task details.

Changes are auto-saved.