Basic features > Tasks / Task lists

Task lists

To make it easier to navigate and work with tasks, they are grouped by type:

  • My tasks. Here you will see all the tasks for which you are responsible. If a colleague assigns you a new task, a red circle with a number will appear next to My tasks.
  • CRM tasks. All CRM tasks for which you are responsible. This section is displayed only if the Show CRM tasks separately from others option is enabled in the user profile settings.
  • Project tasks. These tasks are displayed only if you have been assigned tasks in a project.

  • Assisting. This section displays tasks that require your participation at certain stages. The counter shows the number of active tasks in which you are a participant.
  • Assigned by me. All the tasks created by you are collected here.


If in the organizational chart you are assigned to the position of the department head, then in addition to your own tasks, you will see the tasks of your subordinates. Learn more in the My department article.


There are several options for displaying tasks. Choose the method that you find most convenient:

  • Current. Use this option to view current tasks that require your attention.
  • All. You will see a list of all current, completed, and canceled tasks, sorted by creation date. Closed tasks are crossed out.
  • Completed. This option is only available for CRM tasks. It shows all the previously completed CRM tasks.

Tasks on these pages are displayed as a table. Click on the table's columns to sort the tasks by subject, author, creation date, or due date.

CRM tasks can also be shown as a Kanban board or a Calendar. Read more in the CRM tasks article.

In task lists, next to the tasks with a specified due date you will see dots of different color. A black dot means that the task is not overdue, a yellow dot means that less than a day is left before the task's due date, a red dot appears next to overdue tasks.

Read more about the My tasks section in Task page.

The Assigned by me section is described in Task control options.

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