Tasks

A task is a to-do with a due date, an assignee, and a linked prospect.

Create them on the prospect. Work them from the Dashboard.

Create a task

1. Open Prospect Details → Activity → Task.
2. Write the task, set a due date, and pick an assignee (defaults to you).
3. Save.

You can also use Suggest Tasks on the Dashboard (AI proposes follow-ups; you confirm before they are created) or ask the AI Assistant.

Complete a task

1. Go to Dashboard → Task List.
2. Click the ✓ on the row.

Click the row itself to open Prospect Details. Delete from the row when the task should not exist.

Due date colors

• Red — due today or overdue (shows days overdue)
• Yellow — due tomorrow
• Gray — future (shows the date)

The same colors appear as flags on pipeline cards.

Calendar

Dashboard → Calendar (month or week) shows tasks and meetings together. Filter the toolbar by pipeline, assignee, and stage.

If someone waits in your meeting room and is never admitted, HiringCenter can create a due-now follow-up task on that prospect. See Meeting Rooms.