[{"data":1,"prerenderedAt":178},["ShallowReactive",2],{"shell":3,"article:workflow-lead-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,"topic":45,"html":48,"toc":49,"shots":63,"related":71,"topicNext":106,"paths":107,"videos":128,"sidebar":129},"workflow-lead-tasks","guide","\u002Fguides\u002Fworkflow-lead-tasks","users","Review and update tasks for a lead","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…","intermediate","published","browser-observed-read-only","2026-11-04","planned",{"slug":23,"title":46,"href":47},"Leads and records","\u002Ftopics\u002Fleads","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>The lead's Tasks tab keeps its follow-up work alongside the record. Open the intended lead in the shared drawer and select \u003Cstrong>Tasks\u003C\u002Fstrong>. You need access to the record and authorization for task changes; deletion remains separately capability-controlled.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"lead-record-tasks-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"lead-record-tasks-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Lead record on the Tasks tab with Add Task, a task search, All Active and Sort by Due Date, and a No tasks found notice\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Flead-record-tasks-desktop.jpg\" alt=\"Lead record on the Tasks tab with Add Task, a task search, All Active and Sort by Due Date, and a No tasks found notice\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Tasks tab on a lead before any tasks exist, with Add Task to create the first one.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"lead-record-tasks-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"find-the-task\">\u003Ch2 id=\"find-the-task\">Find the task\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Use \u003Cstrong>Search tasks\u003C\u002Fstrong> to locate the intended item.\u003C\u002Fli>\n\u003Cli>Review filters such as All Active, In Progress, Overdue, Verified \u002F Closed, or Closed Only.\u003C\u002Fli>\n\u003Cli>Choose a sort order: Due Date, Title, Priority, or Created Date.\u003C\u002Fli>\n\u003Cli>Use \u003Cstrong>Show Closed\u003C\u002Fstrong> when a completed task is absent from the working list.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cp>The tab groups work into In Progress, Overdue, and Verified \u002F Closed sections. Read assignee, due date, priority, and status together before deciding whether another follow-up is needed.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"separate-selection-from-changes\">\u003Ch2 id=\"separate-selection-from-changes\">Separate selection from changes\u003C\u002Fh2>\u003Cp>Checkboxes select tasks for bulk actions. \u003Cstrong>Set status\u003C\u002Fstrong> and \u003Cstrong>Set priority\u003C\u002Fstrong> lead to updates across the selected tasks, so verify the selection before applying them. Selecting all visible tasks describes the current visible set, not necessarily every task in the account.\u003C\u002Fp>\u003Cp>\u003Cstrong>Add Task\u003C\u002Fstrong> opens the creation form for this lead. Existing task editing, completion, and reopening are separate operations. An existing task's autosave behavior depends on the editor used; inspect the save controls and do not treat editing as a scratchpad.\u003C\u002Fp>\u003Cp>Completing work can affect associated workflow state. Mark a task complete only when its underlying work is finished; a completed task is not proof that an email was delivered or a meeting occurred.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"verify-and-recover\">\u003Ch2 id=\"verify-and-recover\">Verify and recover\u003C\u002Fh2>\u003Cp>After an authorized change, reopen the task and verify its linked lead, status, priority, assignment, and date. If it moved out of the active list, check closed filters before creating another copy.\u003C\u002Fp>\u003Cp>If updates fail or the state is uncertain, inspect the current task before repeating the action. Use the main Tasks page's recovery workflow for a deleted task where available.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fworkflow-task-create\">Create a task\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Ftasks\">Tasks\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-lead-activity\">Activity\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[50,54,57,60],{"id":51,"text":52,"depth":53},"find-the-task","Find the task",2,{"id":55,"text":56,"depth":53},"separate-selection-from-changes","Separate selection from changes",{"id":58,"text":59,"depth":53},"verify-and-recover","Verify and recover",{"id":61,"text":62,"depth":53},"screenshots","Screenshots",{"lead-record-tasks-desktop":64},{"id":65,"src":66,"alt":67,"caption":68,"width":69,"height":70},"lead-record-tasks-desktop","\u002Fmedia\u002Fscreenshots\u002Flead-record-tasks-desktop.jpg","Lead record on the Tasks tab with Add Task, a task search, All Active and Sort by Due Date, and a No tasks found notice","The Tasks tab on a lead before any tasks exist, with Add Task to create the first one.",1920,873,[72,79,86,91,96,101],{"slug":73,"title":74,"href":75,"icon":76,"description":77,"level":40,"productLocation":78},"workflow-task-create","Create a follow-up task","\u002Fguides\u002Fworkflow-task-create","calendar-check","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":80,"title":81,"href":82,"icon":76,"description":83,"level":84,"productLocation":85},"tasks","Manage follow-up tasks","\u002Fguides\u002Ftasks","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","Task",{"slug":87,"title":88,"href":89,"icon":37,"description":90,"level":40},"workflow-lead-activity","Read the lead activity timeline","\u002Fguides\u002Fworkflow-lead-activity","Activity brings several recorded streams into one timeline for the current lead. Open the shared drawer and select Activity. You need access to the record, and…",{"slug":92,"title":93,"href":94,"icon":37,"description":95,"level":40},"workflow-lead-edit","Review or correct lead fields","\u002Fguides\u002Fworkflow-lead-edit","Edit exposes the current lead's contact, company, pipeline, ownership, and research context. Open the record in the shared lead drawer and select Edit. You…",{"slug":97,"title":98,"href":99,"icon":37,"description":100,"level":40},"workflow-lead-contacts","Review contacts and linked leads","\u002Fguides\u002Fworkflow-lead-contacts","Contacts lists people attached to the current lead and relationships to other lead records. Open the intended lead in the shared drawer and choose Contacts…",{"slug":102,"title":103,"href":104,"icon":37,"description":105,"level":40},"workflow-lead-documents","Review documents attached to a lead","\u002Fguides\u002Fworkflow-lead-documents","Documents shows files associated with the current lead. Open the intended record in the shared drawer and choose Documents. You need access to the record and…",{"slug":92,"title":93,"href":94},[108,113,118,123],{"slug":109,"title":110,"href":111,"letter":112},"a-small-list-beginner","A — Learn a small-list workflow","\u002Flearn\u002Fa-small-list-beginner","A",{"slug":114,"title":115,"href":116,"letter":117},"d-follow-ups","D — Learn the daily follow-up routine","\u002Flearn\u002Fd-follow-ups","D",{"slug":119,"title":120,"href":121,"letter":122},"e-team-workflow","E — Understand team access and handoffs","\u002Flearn\u002Fe-team-workflow","E",{"slug":124,"title":125,"href":126,"letter":127},"g-inbound-leads","G — Find and triage inbound enquiries","\u002Flearn\u002Fg-inbound-leads","G",[],{"title":46,"href":47,"groups":130},[131],{"title":132,"items":133},null,[134,137,141,145,149,150,151,152,153,157,161,165,169,170,174],{"label":135,"href":136,"slug":23},"Find and review leads","\u002Fguides\u002Fleads",{"label":138,"href":139,"slug":140},"Work with a lead record","\u002Fguides\u002Flead-record","lead-record",{"label":142,"href":143,"slug":144},"Add a lead manually or with Smart Paste","\u002Fguides\u002Fworkflow-manual-lead","workflow-manual-lead",{"label":146,"href":147,"slug":148},"Read and add lead notes","\u002Fguides\u002Fworkflow-lead-notes","workflow-lead-notes",{"label":38,"href":36,"slug":34},{"label":93,"href":94,"slug":92},{"label":98,"href":99,"slug":97},{"label":103,"href":104,"slug":102},{"label":154,"href":155,"slug":156},"Review a lead’s message history","\u002Fguides\u002Fworkflow-lead-messages","workflow-lead-messages",{"label":158,"href":159,"slug":160},"Review email status for a lead","\u002Fguides\u002Fworkflow-lead-emails","workflow-lead-emails",{"label":162,"href":163,"slug":164},"Review call history and recordings","\u002Fguides\u002Fworkflow-lead-calls","workflow-lead-calls",{"label":166,"href":167,"slug":168},"Understand a lead’s score history","\u002Fguides\u002Fworkflow-lead-scoring","workflow-lead-scoring",{"label":88,"href":89,"slug":87},{"label":171,"href":172,"slug":173},"Review a mass update before changing leads","\u002Fguides\u002Fmass-update","mass-update",{"label":175,"href":176,"slug":177},"Preview an existing document","\u002Fguides\u002Fdocument-viewer","document-viewer",1793910214369]