Tasks and activity
Turn commitments into visible work, with the record context attached.
- For
- Everyone
- Owner
- CRM product
- Outcome
- Record the next action and keep work ownership visible.
- Last verified
- 2026-08-30
- Next review
- 2026-11-28
- Status
- supported
Tasks are promises the team can see. Activities are the evidence of what happened. Use both so the CRM tells the truth about work already done and work that still needs an owner.
Task or activity?
- Create a task when somebody still needs to act.
- Use an activity when an interaction or outcome has already happened.
- Use the calendar for date-driven planning.
- Use templates for repeatable operational work.
A reliable follow-up
- Attach the work to the most specific person, account, or deal available.
- Set an owner and due date that somebody can actually meet.
- Add enough context that another teammate can take over if needed.
- Close the task only after the external work is complete.
- Review My Activity at the start and end of the day.