[{"data":1,"prerenderedAt":142},["ShallowReactive",2],{"shell":3,"article:tasks":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"productLocation":45,"topic":46,"html":49,"toc":50,"shots":67,"related":82,"topicNext":118,"paths":119,"videos":125,"sidebar":126},"tasks","guide","\u002Fguides\u002Ftasks","calendar-check","Manage follow-up tasks","Tasks gives the team a shared place to review assignments, due dates, and progress. You need access to the task area and the relevant workspace records. Task…","beginner","published","browser-observed-read-only","2026-11-04","planned","Task",{"slug":25,"title":47,"href":48},"Tasks, meetings and pipeline","\u002Ftopics\u002Ffollow-ups","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Tasks gives the team a shared place to review assignments, due dates, and progress. You need access to the task area and the relevant workspace records. Task deletion is capability-controlled, so the ability to read or edit a task does not imply permission to delete it.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"tasks-today-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"tasks-today-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Tasks Status Board filtered to Today, with task counts across the top and No tasks in every column.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Ftasks-today-desktop.jpg\" alt=\"Tasks Status Board filtered to Today, with task counts across the top and No tasks in every column.\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Tasks Status Board filtered to Today, where you filter by assignee or priority. No tasks match Today here. \u003Ca href=\"#screenshots\" class=\"more\">See all 2 screenshots\u003C\u002Fa>\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"tasks-today-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"review-the-workload\">\u003Ch2 id=\"review-the-workload\">Review the workload\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Choose \u003Cstrong>Task\u003C\u002Fstrong> in the header and then choose \u003Cstrong>Status Board\u003C\u002Fstrong>, \u003Cstrong>Time Horizon\u003C\u002Fstrong>, or \u003Cstrong>Priority\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Use Status Board to review progress, Time Horizon to see when work is due, or Priority to work through the list.\u003C\u002Fli>\n\u003Cli>Compare \u003Cstrong>Total Tasks\u003C\u002Fstrong>, \u003Cstrong>Active\u003C\u002Fstrong>, \u003Cstrong>In Progress\u003C\u002Fstrong>, \u003Cstrong>Overdue\u003C\u002Fstrong>, and \u003Cstrong>Completed\u003C\u002Fstrong> with the current view. Use the closed-task control when you need to find work that is hidden from the normal working list.\u003C\u002Fli>\n\u003Cli>Open a task to inspect its assignment, due date, and details before making changes.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>Opening an existing task uses a slide-out editor. Edits save as they are made, so opening the panel is suitable for review, but typing changes is a write operation. Do not use a real task as a scratchpad. Adding a task uses the task creation modal instead.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"update-or-finish-work\">\u003Ch2 id=\"update-or-finish-work\">Update or finish work\u003C\u002Fh2>\u003Cp>For an authorized update, change only the intended task information and inspect the resulting state. Moving a task on the board also changes stored information. Mark work complete only after the underlying activity is finished; completing a task is not proof that an associated email was delivered or a meeting occurred.\u003C\u002Fp>\u003Cp>AI-related task execution and autonomy are separate from simply maintaining a task list. Review the workspace's AI Assistant settings before relying on automated work or allowing it to send communications.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"recover-missing-or-deleted-work\">\u003Ch2 id=\"recover-missing-or-deleted-work\">Recover missing or deleted work\u003C\u002Fh2>\u003Cp>First show closed tasks if a completed item appears to be missing. If deletion is available and a task was removed by mistake, open \u003Cstrong>Recycle Bin\u003C\u002Fstrong>, locate the intended task, and use its restore action. Deleted tasks are retained for recovery; this is not a permanent-erasure workflow.\u003C\u002Fp>\u003Cp>If the page displays a load error, use \u003Cstrong>Try again\u003C\u002Fstrong>. Until loading succeeds, do not assume that an old board or an empty list represents the current workload. After an update or restoration, reopen the task and verify its assignment, dates, and status.\u003C\u002Fp>\u003Cp>Related guides: \u003Ca href=\"\u002Fguides\u002Flead-record\">Lead record\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fcalendar\">Calendar\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fsettings\">Settings\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Cdetails class=\"accordion\" data-section=\"detailed-guides\">\u003Csummary>\u003Ch2 id=\"detailed-guides\">Detailed guides\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">More guides\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>Use \u003Ca href=\"\u002Fguides\u002Fworkflow-task-create\">Create a task\u003C\u002Fa> for the new-task form and \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-tasks\">Lead Tasks\u003C\u002Fa> for record-linked work. \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-notes\">Lead Notes\u003C\u002Fa> supplies follow-up context; \u003Ca href=\"\u002Fguides\u002Fnotifications\">Notifications\u003C\u002Fa> explains recorded notification state without assuming delivery.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cfigure class=\"shot\" data-shot-figure=\"tasks-today-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"tasks-today-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Tasks Status Board filtered to Today, with task counts across the top and No tasks in every column.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Ftasks-today-desktop.jpg\" alt=\"Tasks Status Board filtered to Today, with task counts across the top and No tasks in every column.\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Tasks Status Board filtered to Today, where you filter by assignee or priority. No tasks match Today here.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"tasks-today-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003Cfigure class=\"shot\" data-shot-figure=\"tasks-today-mobile\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"tasks-today-mobile\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Tasks on a phone, with Status Board, Time Horizon and Priority views and filters such as All Assignees and Today.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Ftasks-today-mobile.jpg\" alt=\"Tasks on a phone, with Status Board, Time Horizon and Priority views and filters such as All Assignees and Today.\" width=\"390\" height=\"492\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>Tasks on a phone, where you switch views and filter by assignee, Today, Critical, High Priority or Overdue.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"tasks-today-mobile\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fsection>",[51,55,58,61,64],{"id":52,"text":53,"depth":54},"review-the-workload","Review the workload",2,{"id":56,"text":57,"depth":54},"update-or-finish-work","Update or finish work",{"id":59,"text":60,"depth":54},"recover-missing-or-deleted-work","Recover missing or deleted work",{"id":62,"text":63,"depth":54},"detailed-guides","Detailed guides",{"id":65,"text":66,"depth":54},"screenshots","Screenshots",{"tasks-today-desktop":68,"tasks-today-mobile":75},{"id":69,"src":70,"alt":71,"caption":72,"width":73,"height":74},"tasks-today-desktop","\u002Fmedia\u002Fscreenshots\u002Ftasks-today-desktop.jpg","Tasks Status Board filtered to Today, with task counts across the top and No tasks in every column.","The Tasks Status Board filtered to Today, where you filter by assignee or priority. No tasks match Today here.",1920,873,{"id":76,"src":77,"alt":78,"caption":79,"width":80,"height":81},"tasks-today-mobile","\u002Fmedia\u002Fscreenshots\u002Ftasks-today-mobile.jpg","Tasks on a phone, with Status Board, Time Horizon and Priority views and filters such as All Assignees and Today.","Tasks on a phone, where you switch views and filter by assignee, Today, Critical, High Priority or Overdue.",390,492,[83,90,96,102,108,113],{"slug":84,"title":85,"href":86,"icon":87,"description":88,"level":40,"productLocation":89},"lead-record","Work with a lead record","\u002Fguides\u002Flead-record","users","The lead drawer brings a record's details and history into the page where you are already working. Leads, Pipeline, and Calendar can open this shared panel. A…","Leads → open a lead",{"slug":91,"title":92,"href":93,"icon":37,"description":94,"level":40,"productLocation":95},"calendar","Review meetings and booking requests","\u002Fguides\u002Fcalendar","Calendar brings meetings and booking requests into a shared schedule. Access determines whether you see team meetings or your own work. Booking also depends on…","Calendar",{"slug":31,"title":97,"href":98,"icon":31,"description":99,"level":100,"productLocation":101},"Find the right workspace setting","\u002Fguides\u002Fsettings","Settings is a curated directory of configuration pages. Use its search and category links to find the area you need. Access and enabled capabilities can affect…","intermediate","Profile menu → Settings",{"slug":103,"title":104,"href":105,"icon":37,"description":106,"level":100,"productLocation":107},"workflow-task-create","Create a follow-up task","\u002Fguides\u002Fworkflow-task-create","The Add Task form creates work for a person or the AI Assistant. You need access to Tasks and the relevant lead or workspace. Confirm the intended assignment…","Quick Add (+) → Add Task",{"slug":109,"title":110,"href":111,"icon":87,"description":112,"level":100},"workflow-lead-tasks","Review and update tasks for a lead","\u002Fguides\u002Fworkflow-lead-tasks","The lead's Tasks tab keeps its follow-up work alongside the record. Open the intended lead in the shared drawer and select Tasks. You need access to the record…",{"slug":114,"title":115,"href":116,"icon":87,"description":117,"level":100},"workflow-lead-notes","Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes","Notes combines the lead's note timeline with a note composer. Open the intended record in the shared drawer and select Notes; there is no separate Notes route…",{"slug":103,"title":104,"href":105},[120],{"slug":121,"title":122,"href":123,"letter":124},"d-follow-ups","D — Learn the daily follow-up routine","\u002Flearn\u002Fd-follow-ups","D",[],{"title":47,"href":48,"groups":127},[128],{"title":129,"items":130},null,[131,132,133,134,138],{"label":38,"href":36,"slug":34},{"label":104,"href":105,"slug":103},{"label":92,"href":93,"slug":91},{"label":135,"href":136,"slug":137},"Review meeting history and audited attendance","\u002Fguides\u002Fmeeting-lifecycle","meeting-lifecycle",{"label":139,"href":140,"slug":141},"Review and update the pipeline","\u002Fguides\u002Fpipeline","pipeline",1793910213571]