The Tasks Module in HelloCRM helps you stay on top of follow-ups, reminders, and action items when interacting with customers. Tasks can be created from within any module — such as Contacts, Companies, Deals, or Tickets — and are always mapped back to the associated contact for accountability. This ensures no activity is missed, keeping your sales and support teams proactive.

Key Features #

Task Creation Across Modules #

• Create tasks directly from contacts, deals, companies, or tickets.
• Each task is automatically linked to the primary contact associated with that record.

Due Dates & Reminders #

• Assign due dates to tasks for timely follow-up.
• Set reminders (e.g., one hour before) to get notified ahead of deadlines.

Task Notes & Types #

• Add detailed notes to specify context or instructions.
• Choose task types (e.g., call, meeting, follow-up) for better categorization.

Completion Tracking #

• Mark tasks as Done when completed.
• Completed tasks automatically disappear from the pending list but remain accessible in history.

Centralized Task Management #

• View all tasks in the Tasks Module for an overview of pending and completed items.
• Filter tasks by due date, status, or associated module.

How to Use #

Step 1: Create a Task #

• From any record (Contact, Deal, Company, or Ticket), click + Add Task.
• Enter task details including due date, reminder, and notes.
• Select the task type and save.

Step 2: Track Tasks in the Module #

• Navigate to the Tasks Module to view all pending and completed tasks.
• See which contact each task is associated with for full context.

Step 3: Complete a Task #

• Open a task and review notes or reminders.
• Once done, mark the task as Completed.
• The task will be removed from the pending list but logged in the history.

Video Walkthrough #

For a complete guided demo, watch the Tasks Module Documentation video here:
👉 Watch Video

Best Practices #

• Always add tasks directly from a contact or deal to keep context.
• Use reminders to avoid missing important follow-ups.
• Categorize tasks with types (calls, meetings, follow-ups) for better organization.
• Regularly clear completed tasks to keep the dashboard clean.
• Review pending tasks daily to maintain consistent customer engagement.

Next Steps #

• Explore the Tickets Module to link tasks with customer support issues.
• Use the Team Inbox for collaborative follow-ups.
• Check the Reports Dashboard to analyze task completion rates and productivity.