Tasks

Tasks are freeform to-dos for your team. Use them to track follow-ups, internal actions, and lightweight work that does not warrant a full Job. Tasks are a CRM / project-management surface — they do not move money or affect job costing.

Key fields

Field	Purpose
Title, Details	Short description and any additional context.
Status	open, in_progress, blocked, done, cancelled.
Priority	low, medium, high, urgent. Used for sorting and filtering.
Due Date	When the task is expected to be complete.
Assignee	The team member responsible.
Client, Client Contact	Optional. Link the task to a customer record for context.
Pipeline Deal	Optional. Attach the task to a forecast deal — useful for “send proposal”, “follow up”, etc.
Last Activity, Completed At	Timestamps used for sorting and reporting.

Status transitions

Status is user-driven — there is no approval workflow. Typical progression:

• open → in_progress when someone starts the task.
• in_progress → blocked if it is waiting on someone or something.
• blocked → in_progress when unblocked.
• Any state → done when complete, or cancelled if no longer needed.

Completing a task also stamps the Completed At timestamp so you can report on throughput and cycle time.

Where tasks come from

You can create a task directly from the Tasks list, or from inside a related record — a Client drawer, a Contact drawer, or a Pipeline deal — which seeds the link automatically.

No accounting impact

Tasks do not affect your accounts and do not roll into job profitability. If you need to log time against a piece of work, create a Timesheet entry on the relevant job instead.

Related

• Work → Jobs
• Sales → Pipeline
• CRM → Clients