What is Task?
Task is a specific action or to-do item assigned to a team member within a CRM, aimed at progressing leads, deals, or internal processes. Tasks help organize work, set deadlines, and ensure accountability.
Table of Contents
Full Definition
Tasks help prioritize workload and ensure timely follow-ups.
They can be linked to contacts, deals, or projects for contextual relevance.
Automated task creation from workflows improves process consistency.
Examples
Organizes sales and service work
Sets deadlines and priorities
Enables accountability
Benefits
Tasks can be overlooked without reminders
Too many tasks may overwhelm users
Requires good task management discipline
Common Mistakes
Implement reminders and notifications.
Assign clear ownership for each task.
Conclusion
Effective task management drives timely customer engagement and operational efficiency.