Tasks
A general-purpose task list for the work that doesn't fit anywhere else. Each task has a title, optional description, priority, category, due date, and an optional link to a lead or client.
What's the difference between Tasks and Follow-ups?
Where do tasks come from?
How do I see overdue tasks?
Can I bulk-complete tasks?
The grouped task stream
Tasks bucket into five sections by due date math (Overdue, Today, This week, Later, Done). Completed and cancelled tasks always go to Done regardless of their due date. Tasks without a due date land in Later. Within each section, urgent priority sorts first.
Creating tasks
Click + New Task. Title is required; everything else is optional. Priority is low/medium/high/urgent — the left color stripe on the card reflects this. Category is one of Call, Email, Meeting, Follow-up, Paperwork, Review, Renewal, Other (rendered with a glyph icon). Lead or client linkage is optional but useful: it puts the task on that record's Engagement card too.
Completing tasks
Click the round checkbox on the left. Done tasks slide to the Done section. Click again to reopen. If the task is also a follow-up, the matching follow-up row flips state at the same time.
Filtering
The filter bar above the stat strip has free-text search plus status, priority, and category selects. Selects auto-submit on change; search auto-submits 350ms after your last keystroke. The clear link wipes every filter.