Where do I find the Tasks feature?
In the left-hand navigation under Tasks. Opening it shows the task summary with views (grouped under General, with a Teams section below), the All Tasks / My Tasks toggle, filters, and an export option.
What is the difference between "All Tasks" and "My Tasks"?
All Tasks shows tasks across the whole account; My Tasks shows only the tasks assigned to you.
What do "Upcoming" and "Overdue" mean?
Upcoming = the due date is in the future. Overdue = the due date has already passed (and the task is not yet completed).
Can I assign a task to a non-user?
No — only users and teams can be assignees. You can still tag Contacts (People or Organisations) so the task appears on their profile Tasks tab, and if they are users they will receive a notification.
How do I assign a task to a team?
In User Group settings, toggle the group to Set this role as a team, then choose that team when assigning the task. All Contacts in the team are assigned.
What notifications are sent?
Assignees are notified when a task is created or assigned to them. Tagged users receive a mention/notification when they are tagged in a task description.
What does the "Linked to" icon do?
It indicates the task is tied to another object (for example a Post or Project). Click the row, or use Link to, to open the source.
How do I restrict who can view or edit a task?
Use Sharing permissions to grant Full Access, View and Edit, or View only to users or groups; you can limit visibility to specific groups. A Visibility icon appears on tasks with custom permissions.
Where else can I create tasks?
From Events (the final step of the Event overview), Posts (Activity Feed), and Projects (alongside a row). These tasks stay visible in their source area and also appear in the Tasks table.
How can I see tasks related to a specific person?
Open their profile and go to the Tasks tab to view tasks assigned to or mentioning them.
Can I export tasks?
Yes — use the Export button at the top of the tasks table. Apply filters first so the export contains only the rows you need.
Where do my own tasks appear?
Under My Tasks in the Tasks table and in the My Tasks widget on the Home page.