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Community Member

August 19 at 04:01 pm

I'm confused as to how the tasks system works... I see that in the deal I can assign a stage to a person and i can also assign the deal in general... but how do I automatically assign individual tasks ?

2 replies

Community Member

Aug 19, 2026 at 16:24

Hey Jorge!
Sorry for the confusion here, the Task system is currently in its infancy and hasn't been fully opened up for managers to create tasks with yet. What are some tasks that you'd want to assign? Feedback will help us refine the system so that we can fully enable it in a state where it's useful and works for everyone.

Community Member

Aug 19, 2026 at 16:27

I see, well that explains it... to be honest I want to be able to have a lists of things I need to do. Right now the pipelines are pretty much go in tehre and pick what you want I'll like to have this sort out what needs to happen first and were should I focus my priorities.

Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

How do I auto-assign individual tasks vs. assigning a deal or stage?

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Person Name Person Name

Prospect Name Prospect Name

Prospect Name

Organization Name

Capital Account Name

How do I auto-assign individual tasks vs. assigning a deal or stage?

Log In or Sign Up

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