Task

Keep track of who is doing what. Create tasks, assign them to a user or team, @mention related contacts, and use sharing permissions when they are sensitive.

General

Tasks — Overview

Manage tasks across your team with creation, assignment, due dates, tagging and reporting.

Tasks — Frequently asked questions

Master task alerts, tagging, exports and workflow controls

Workflows

Contextual task creation (Events, Posts & Projects)

Create and manage contextual tasks from events, posts or projects with linked visibility

September 18, 2026

Tasks on the Home page & on profiles

View and manage your personal tasks on the Home page and profile task tabs

September 18, 2026

The tasks table

Manage workflow tasks with columns, sorting, and permissions in a customizable grid

Tagging Contacts (mentions & notifications)

Tag contacts in tasks using @mentions to notify users and link people or organisations.

Task sharing permissions

Manage task sharing permissions to control access, visibility and collaboration in SwiftFox.

Creating & assigning tasks

Create and assign tasks with step‑by‑step instructions for due dates, tags and sharing

Tasks — Workflows: step-by-step

Create, assign and manage tasks using step‑by‑step workflows and permissions.

Filters & exporting tasks

Filter, sort and export tasks for precise reporting and workflow optimisation

Task views & navigation

Task views & navigation lets you toggle scopes, filter teams, and track deadlines efficiently

Limitations & best practice

Tasks — Limitations & best practice

Manage task delegation, workflow automation and permission settings with best‑practice tips.