​Tasks are the most important aspect of using a CRM, they indicate to the Sales Rep 'What do I do next?' and consist of just 2 fields that matter:

Task Description - Next Action: What's the very next thing you need to do to move this deal forward?

Task Date - Next Action Date: When are you going to do it?

Here's how it works in practice:

Instead of "Demo," you write: "9/24: Demo scheduled for 9/26" with a date of September 26th.

Instead of "Send proposal," you write: "9/24: Send proposal. Review meeting booked with their boss on 10/2" with a date of October 2nd.

Instead of "Follow up," you write: "9/26: FU to see if raise is close to closing” with a date of September 26th.

Now when you log into your CRM each morning, you know exactly what to do. No guessing. No trying to remember. No digging through email threads.

Pro-tip: if you need to do something, start your next action with a verb, eg. “send a proposal for x”. This tells your brain exactly what you need to do and forces you to think through what to do next clearly instead of just brain dumping. If you have a next step scheduled, nice work, write that instead, eg. “FU meeting booked Oct 1st”.

The task index displays all the tasks you have the permissions to view (generally just your own tasks), sorted by due date. For your convenience they are grouped into time periods, such as Overdue, Today and Next Week - with one tab per time period. Additionally, Completed Tasks and All Tasks will be displayed after the time period tabs.

The New Task button will open a form for setting a new task. By default the task will be assigned to you, but you can change this to delegate a task to another user. You can also set a due date (either with a general time span, or with specific date).

You can complete a task by ticking the checkbox to the left of the task. This will open a new activity form, where you are required to log an activity with the details of the action you performed when completing the task.

Editing the Task allows you to change the Task Description, Date, or Assignee.
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You can add a new comment to a Task from the menu on the right of each Task. Selecting New Comment will open a form for recording new comments via a textbox, and an optional file attachment field.

Existing comments on a task can be viewed as a list inline, below the Task.
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You can view an appointment sheet for each Task, which is a printable summary of the contact – useful for a bit of last-minute cramming before a meeting.

Choose the edit button, then select Print Task info.