The Tasks page answers one question: what should I do now? Everything is ordered by time — overdue first, then today, tomorrow and this week.
Steps
- 01
Open it
TasksClick Tasks in the menu.
- 02
The dark panel on top
- The progress ring — how much of today you've closed.
- Next up — the most important task now, with Mark done and Details.
- Four counters that double as filters: Overdue · Due today · Next 7 days · Done today.
Tip: In the corner — New task, or just press N. - 03
The three-week strip
This week, next week and the week after. Each day shows its task count and a load bar — a crowded day turns amber.
- Click a day to show only its tasks.
- Arrows page three weeks; Jump to month reaches any month in the next two years.
- The red Overdue cell shows everything you missed.
- 04
The list — by time
Grouped into Overdue · Today · Tomorrow · This week · Later · No date. Click a group header to collapse it.
Each row: a circle to tick, the lead, the due date ("3 days late", "Tomorrow", "Thursday"), priority and category.You should see: Within each group — ⭐ important first, then by priority.
Questions
Some tasks are missing.
Tasks of won or lost leads are hidden; a paused lead's tasks return when it's due back. Completed tasks are hidden too — the eye button shows them.
Manual vs automated?
Manual = someone created it. Automated = the system did (e.g. next step after a call analysis, or a meeting reminder). See Automated tasks.